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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-726- 3.14% |
$230K - $284K
|
22.4K
$8.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-717- 7.56% |
$227K - $280K
|
8.77K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-713- 35.92% |
$226K - $279K
|
1.27K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-711- 0.36% |
$225K - $278K
|
199K
$76M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-711- 1.79% |
$225K - $278K
|
38.9K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-704- 1.21% |
$223K - $275K
|
57.4K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-700- 0.69% |
$222K - $274K
|
100K
$38.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-700- 6.6% |
$222K - $274K
|
9.9K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-694- 21.33% |
$220K - $271K
|
2.56K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-692- 26.87% |
$219K - $271K
|
1.88K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-679- 0.49% |
$215K - $266K
|
138K
$52.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-677- 0.25% |
$214K - $265K
|
266K
$102M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-668- 46.78% |
$212K - $261K
|
760
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-663- 4.16% |
$210K - $259K
|
15.3K
$5.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-661- 3.17% |
$209K - $259K
|
20.2K
$7.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-653- 31.58% |
$207K - $255K
|
1.42K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-645- 31.31% |
$204K - $252K
|
1.42K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-634- 17.96% |
$201K - $248K
|
2.9K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-631- 30.8% |
$200K - $247K
|
1.42K
$541K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-628- 19.37% |
$199K - $246K
|
2.61K
$997K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-617- 2.63% |
$195K - $241K
|
22.9K
$8.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-603- 6.82% |
$191K - $236K
|
8.24K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-601- 10.32% |
$190K - $235K
|
5.22K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-600- 11.44% |
$190K - $235K
|
4.64K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 16.02% |
$190K - $235K
|
3.15K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
PUT |
-600- 30.0% |
$190K - $235K
|
1.4K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-598- 0.78% |
$189K - $234K
|
75.6K
$28.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-595- 10.09% |
$188K - $233K
|
5.3K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-587- 16.31% |
$186K - $230K
|
3.01K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-584- 2.62% |
$185K - $228K
|
21.7K
$8.3M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-577- 1.77% |
$183K - $226K
|
32K
$12.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 2.32% |
$180K - $222K
|
23.9K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-567- 7.39% |
$180K - $222K
|
7.11K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-557- 7.68% |
$176K - $218K
|
6.69K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-555- 2.99% |
$176K - $217K
|
18K
$6.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-552- 17.46% |
$175K - $216K
|
2.61K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-543- 15.35% |
$172K - $212K
|
2.99K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-543- 4.49% |
$172K - $212K
|
11.5K
$4.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-541- 3.82% |
$171K - $212K
|
13.6K
$5.2M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-535- 0.89% |
$169K - $209K
|
59.5K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-534- 9.13% |
$169K - $209K
|
5.32K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-531- 0.91% |
$168K - $208K
|
58.1K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-529- 11.76% |
$168K - $207K
|
3.97K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-522- 0.31% |
$165K - $204K
|
165K
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-510- 2.98% |
$162K - $199K
|
16.6K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-509- 0.93% |
$161K - $199K
|
54K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-508- 3.09% |
$161K - $199K
|
15.9K
$6.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-506- 2.13% |
$160K - $198K
|
23.3K
$8.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-504- 0.58% |
$160K - $197K
|
86.6K
$33M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-504- 3.67% |
$160K - $197K
|
13.2K
$5.05M
|