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 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.3K- 5.54% |
$425K - $530K
|
22.2K
$8.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.3K- 58.82% |
$425K - $530K
|
910
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.28K- 54.58% |
$419K - $523K
|
1.07K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.27K- 39.77% |
$415K - $517K
|
1.92K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 5.71% |
$410K - $512K
|
20.7K
$8.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.24K- 2.23% |
$406K - $506K
|
54.4K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.24K- 11.99% |
$405K - $505K
|
9.09K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.22K- 96.68% |
$400K - $499K
|
42
$16.9K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.22K- 40.97% |
$399K - $497K
|
1.76K
$707K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.22K- 35.43% |
$397K - $495K
|
2.21K
$890K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.21K- 0.24% |
$395K - $493K
|
509K
$205M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.19K- 1.47% |
$389K - $485K
|
79.9K
$32.1M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.19K- 2.13% |
$388K - $484K
|
54.6K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.18K- 1.25% |
$386K - $481K
|
93.1K
$37.4M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18K- 47.19% |
$384K - $479K
|
1.32K
$529K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.17K- 12.07% |
$381K - $476K
|
8.5K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 2.42% |
$379K - $472K
|
46.7K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 23.99% |
$370K - $462K
|
3.59K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 7.57% |
$366K - $456K
|
13.7K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 31.93% |
$366K - $456K
|
2.39K
$959K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.11K- 0.96% |
$363K - $453K
|
114K
$46M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 40.74% |
$359K - $448K
|
1.6K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.1K- 11.79% |
$359K - $448K
|
8.21K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.08K- 0.88% |
$353K - $440K
|
122K
$49M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.05K- 26.86% |
$343K - $428K
|
2.86K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.05K- 80.77% |
$343K - $428K
|
250
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.05K- 47.88% |
$343K - $428K
|
1.14K
$460K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.05K- 4.34% |
$342K - $427K
|
23.1K
$9.29M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 99.43% |
$340K - $424K
|
6
$2.41K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 2.04% |
$335K - $417K
|
49.2K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1K- 54.76% |
$327K - $408K
|
827
$333K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 20.25% |
$327K - $408K
|
3.94K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 16.84% |
$327K - $408K
|
4.94K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1K- 10.2% |
$327K - $408K
|
8.8K
$3.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-998- 58.29% |
$326K - $407K
|
714
$287K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-995- 1.74% |
$325K - $406K
|
56.1K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-984- 56.33% |
$322K - $401K
|
763
$307K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-982- 55.11% |
$321K - $400K
|
800
$322K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-980- 7.07% |
$320K - $399K
|
12.9K
$5.18M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-976- 15.91% |
$319K - $398K
|
5.16K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-973- 3.13% |
$318K - $397K
|
30.1K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-970- 5.72% |
$317K - $395K
|
16K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-966- 3.54% |
$316K - $394K
|
26.3K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-959- 12.6% |
$313K - $391K
|
6.65K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-946- 3.07% |
$309K - $386K
|
29.9K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-940- 38.45% |
$307K - $383K
|
1.51K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-934- 7.47% |
$305K - $381K
|
11.6K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-917- 1.29% |
$300K - $374K
|
70.3K
$28.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-914- 4.53% |
$299K - $373K
|
19.3K
$7.75M
|