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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.39KClosed |
$248K - $326K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.32KClosed |
$236K - $311K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.28K- 35.28% |
$229K - $302K
|
2.35K
$955K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.28KClosed |
$228K - $300K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.23KClosed |
$219K - $288K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.22KClosed |
$218K - $287K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-1.2KClosed |
$214K - $282K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$208K - $274K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.13KClosed |
$201K - $264K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.05KClosed |
$188K - $247K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-1.02KClosed |
$182K - $239K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.01KClosed |
$180K - $237K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-980Closed |
$175K - $230K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-960- 42.48% |
$172K - $226K
|
1.3K
$527K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-947Closed |
$169K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-900Closed |
$161K - $212K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-728- 33.53% |
$130K - $171K
|
1.44K
$585K
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-596- 29.68% |
$106K - $140K
|
1.41K
$573K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-584Closed |
$104K - $137K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-526- 26.35% |
$94K - $124K
|
1.47K
$596K
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-500Closed |
$89.3K - $118K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-426Closed |
$76.1K - $100K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-413- 73.36% |
$73.8K - $97.1K
|
150
$60.8K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-406Closed |
$72.5K - $95.4K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-400Closed |
$71.5K - $94K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-390- 8.52% |
$69.7K - $91.7K
|
4.19K
$1.7M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-330Closed |
$59K - $77.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-300- 10.71% |
$53.6K - $70.5K
|
2.5K
$1.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-279- 10.05% |
$49.8K - $65.6K
|
2.5K
$1.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-261- 19.89% |
$46.6K - $61.4K
|
1.05K
$426K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-220Closed |
$39.3K - $51.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$35.7K - $47K
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-178- 2.42% |
$31.8K - $41.8K
|
7.19K
$2.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-160- 0.92% |
$28.6K - $37.6K
|
17.3K
$7.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-152- 3.23% |
$27.2K - $35.7K
|
4.56K
$1.85M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-136- 51.13% |
$24.3K - $32K
|
130
$52.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-101- 2.01% |
$18K - $23.7K
|
4.91K
$1.99M
|
|
|
Aug 03, 2022
Q2 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 1.47% |
$17.9K - $23.5K
|
6.7K
$2.72M
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-100- 4.94% |
$17.9K - $23.5K
|
1.93K
$781K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-67Closed |
$12K - $15.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-61Closed |
$10.9K - $14.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-55- 2.8% |
$9.83K - $12.9K
|
1.91K
$775K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-43Closed |
$7.68K - $10.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-30- 2.19% |
$5.36K - $7.05K
|
1.34K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-20Closed |
$3.57K - $4.7K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$179 - $235
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
SELL
|
- |
-2.33M- 24.07% |
$426M - $536M
|
7.35M
$2.98B
|
|