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 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.13M- 99.75% |
$768M - $888M
|
5.44K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-110K- 36.13% |
$39.7M - $45.9M
|
195K
$77.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 65.63% |
$9.54M - $11M
|
13.9K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-22K- 50.0% |
$7.93M - $9.17M
|
22K
$8.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16.3K- 5.11% |
$5.86M - $6.78M
|
302K
$120M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-13.1K- 13.45% |
$4.71M - $5.45M
|
84.2K
$33.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.1K- 8.93% |
$4.01M - $4.64M
|
113K
$45.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 3.81% |
$3.8M - $4.4M
|
266K
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.2K- 1.58% |
$2.95M - $3.42M
|
510K
$203M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 2.77% |
$2.6M - $3.01M
|
254K
$101M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.51K- 99.91% |
$2.34M - $2.71M
|
6
$2.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.32K- 60.72% |
$2.28M - $2.64M
|
4.09K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.24K- 18.16% |
$1.53M - $1.77M
|
19.1K
$7.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4K- 2.49% |
$1.44M - $1.67M
|
157K
$62.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.22K- 5.54% |
$1.16M - $1.34M
|
54.9K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.13K- 18.18% |
$1.13M - $1.31M
|
14.1K
$5.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.93K- 4.91% |
$1.06M - $1.22M
|
56.8K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.82K- 15.92% |
$1.02M - $1.18M
|
14.9K
$5.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.65K- 7.81% |
$955K - $1.1M
|
31.3K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.49K- 11.99% |
$897K - $1.04M
|
18.3K
$7.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.32K- 8.77% |
$836K - $967K
|
24.1K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 9.35% |
$764K - $883K
|
20.5K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 1.16% |
$690K - $798K
|
163K
$64.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.9K- 1.5% |
$685K - $792K
|
124K
$49.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.83K- 5.04% |
$659K - $762K
|
34.5K
$13.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-1.72K- 4.28% |
$621K - $718K
|
38.5K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.69K- 5.84% |
$610K - $706K
|
27.3K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.66K- 6.6% |
$599K - $693K
|
23.5K
$9.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.39K- 5.2% |
$502K - $581K
|
25.4K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 6.88% |
$469K - $542K
|
17.6K
$7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.29K- 55.21% |
$466K - $539K
|
1.05K
$417K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.19K- 28.23% |
$429K - $496K
|
3.03K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.09K- 15.16% |
$394K - $456K
|
6.12K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.09K- 9.27% |
$394K - $456K
|
10.7K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.09K- 2.46% |
$392K - $454K
|
43.2K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.03K- 14.12% |
$371K - $429K
|
6.27K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.02K- 2.14% |
$368K - $425K
|
46.6K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-937- 5.32% |
$338K - $391K
|
16.7K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-923- 56.18% |
$333K - $385K
|
720
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-892- 12.21% |
$321K - $372K
|
6.42K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-869- 52.44% |
$313K - $362K
|
788
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-792- 7.71% |
$285K - $330K
|
9.48K
$3.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-775- 23.2% |
$279K - $323K
|
2.57K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-770- 2.95% |
$277K - $321K
|
25.3K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-768- 15.05% |
$277K - $320K
|
4.33K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-764- 19.58% |
$275K - $318K
|
3.14K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-748- 2.34% |
$270K - $312K
|
31.2K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-722- 4.02% |
$260K - $301K
|
17.2K
$6.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-715- 1.67% |
$258K - $298K
|
42.2K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-708- 9.29% |
$255K - $295K
|
6.91K
$2.75M
|