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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-491- 4.96% |
$177K - $205K
|
9.4K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-478- 2.67% |
$172K - $199K
|
17.4K
$6.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476- 3.05% |
$172K - $198K
|
15.1K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-456- 5.86% |
$164K - $190K
|
7.32K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-454- 3.56% |
$164K - $189K
|
12.3K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-450- 10.59% |
$162K - $188K
|
3.8K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 22.11% |
$161K - $187K
|
1.58K
$621K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-448- 0.87% |
$161K - $187K
|
50.8K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-438- 4.0% |
$158K - $183K
|
10.5K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-437- 14.66% |
$157K - $182K
|
2.54K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-434- 1.39% |
$156K - $181K
|
30.8K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-433- 1.86% |
$156K - $181K
|
22.9K
$9.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-430- 1.12% |
$155K - $179K
|
37.9K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.53% |
$155K - $179K
|
16.6K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-415- 39.9% |
$150K - $173K
|
625
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-412- 68.1% |
$148K - $172K
|
193
$75.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-412- 23.49% |
$148K - $172K
|
1.34K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-410- 2.69% |
$148K - $171K
|
14.9K
$5.84M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-403- 28.2% |
$145K - $168K
|
1.03K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-400- 43.48% |
$144K - $167K
|
520
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-391- 2.4% |
$141K - $163K
|
15.9K
$6.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-388- 17.81% |
$140K - $162K
|
1.79K
$704K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-382- 11.27% |
$138K - $159K
|
3.01K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-381- 8.73% |
$137K - $159K
|
3.99K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-379- 13.55% |
$137K - $158K
|
2.42K
$951K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-371- 12.05% |
$134K - $155K
|
2.71K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-366- 1.63% |
$132K - $153K
|
22.1K
$8.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-358- 14.54% |
$129K - $149K
|
2.1K
$827K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-349- 13.35% |
$126K - $145K
|
2.27K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-331- 11.62% |
$119K - $138K
|
2.52K
$990K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-326- 3.75% |
$117K - $136K
|
8.38K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-313- 12.12% |
$113K - $130K
|
2.27K
$893K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-312- 1.35% |
$112K - $130K
|
22.9K
$8.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-309- 4.43% |
$111K - $129K
|
6.67K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-307- 3.27% |
$111K - $128K
|
9.09K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-300- 4.68% |
$108K - $125K
|
6.12K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-300- 5.67% |
$108K - $125K
|
4.99K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-300- 56.71% |
$108K - $125K
|
229
$90K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 8.57% |
$108K - $125K
|
3.19K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-298- 22.27% |
$107K - $124K
|
1.04K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-297- 5.71% |
$107K - $124K
|
4.9K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-293- 1.27% |
$106K - $122K
|
22.7K
$8.92M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-291- 1.3% |
$105K - $121K
|
22.1K
$8.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-288- 6.62% |
$104K - $120K
|
4.06K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-274- 1.8% |
$98.7K - $114K
|
15K
$5.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-272- 10.98% |
$98K - $113K
|
2.21K
$867K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-271- 8.97% |
$97.7K - $113K
|
2.75K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-270- 4.25% |
$97.3K - $113K
|
6.09K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$282K
|