Latest Institutional Sells of Caterpillar Inc (CAT)
This list provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.38K- 1.62% |
$943K - $1.24M
|
205K
$83.2M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.25K- 99.85% |
$906K - $1.19M
|
5
$2.03K
|
|
|
May 15, 2024
Q1 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-3.09K- 13.0% |
$862K - $1.13M
|
20.7K
$8.4M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.23K- 17.24% |
$620K - $815K
|
10.7K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2K- 11.44% |
$557K - $733K
|
15.5K
$6.28M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.97K- 1.29% |
$549K - $722K
|
151K
$61.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.61K- 42.94% |
$449K - $590K
|
2.14K
$868K
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.44K- 11.13% |
$401K - $528K
|
11.5K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.25K- 1.05% |
$348K - $458K
|
117K
$47.5M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.12K- 28.41% |
$313K - $412K
|
2.83K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.1K- 3.13% |
$307K - $404K
|
34.1K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 50.0% |
$279K - $366K
|
1K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 4.46% |
$279K - $366K
|
21.4K
$8.68M
|
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-880- 5.12% |
$245K - $322K
|
16.3K
$6.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-500- 11.11% |
$139K - $183K
|
4K
$1.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-434- 20.34% |
$121K - $159K
|
1.7K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-396- 24.1% |
$110K - $145K
|
1.25K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-394- 39.24% |
$110K - $144K
|
610
$247K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-309- 57.12% |
$86.1K - $113K
|
232
$94.1K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 4.35% |
$83.6K - $110K
|
6.59K
$2.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-294- 14.0% |
$81.9K - $108K
|
1.81K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-288- 33.84% |
$80.2K - $106K
|
563
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-285- 57.58% |
$79.4K - $104K
|
210
$85.2K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-283- 5.98% |
$78.9K - $104K
|
4.45K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-282- 0.27% |
$78.6K - $103K
|
104K
$42.2M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-250- 22.94% |
$69.7K - $91.6K
|
840
$341K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-250- 0.59% |
$69.7K - $91.6K
|
42.1K
$17.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-240- 19.05% |
$66.9K - $87.9K
|
1.02K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-232- 1.12% |
$64.6K - $85K
|
20.5K
$8.33M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-212- 16.88% |
$59.1K - $77.7K
|
1.04K
$423K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-210- 6.26% |
$58.5K - $77K
|
3.14K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-200- 12.12% |
$55.7K - $73.3K
|
1.45K
$588K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-189- 13.81% |
$52.7K - $69.3K
|
1.18K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-170- 19.23% |
$47.4K - $62.3K
|
714
$290K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-165- 3.92% |
$46K - $60.5K
|
4.04K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-160- 21.86% |
$44.6K - $58.6K
|
572
$232K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-150- 10.86% |
$41.8K - $55K
|
1.23K
$499K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-150- 4.56% |
$41.8K - $55K
|
3.14K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-125- 7.84% |
$34.8K - $45.8K
|
1.47K
$596K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-110- 5.71% |
$30.6K - $40.3K
|
1.82K
$736K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-101- 4.04% |
$28.1K - $37K
|
2.4K
$974K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 4.48% |
$27.9K - $36.6K
|
2.13K
$864K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 10.87% |
$27.9K - $36.6K
|
820
$333K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 14.58% |
$27.9K - $36.6K
|
586
$238K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-92- 6.61% |
$25.6K - $33.7K
|
1.3K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-79- 10.06% |
$22K - $28.9K
|
706
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-77- 1.56% |
$21.5K - $28.2K
|
4.86K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 2.38% |
$20.9K - $27.5K
|
3.08K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-74- 6.12% |
$20.6K - $27.1K
|
1.14K
$460K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-70- 2.15% |
$19.5K - $25.7K
|
3.18K
$1.29M
|