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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.6K- 73.31% |
$508K - $627K
|
584
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.6K- 36.94% |
$506K - $624K
|
2.72K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.59K- 3.19% |
$505K - $623K
|
48.4K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.58K- 2.67% |
$501K - $619K
|
57.7K
$23.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 1.59% |
$482K - $595K
|
94K
$38.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.5K- 1.31% |
$476K - $587K
|
113K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-1.5K- 21.74% |
$475K - $587K
|
5.4K
$2.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.47K- 6.4% |
$466K - $576K
|
21.5K
$8.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 9.35% |
$465K - $575K
|
14.2K
$5.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.42K- 8.98% |
$449K - $554K
|
14.4K
$5.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 7.64% |
$447K - $552K
|
17.1K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.41K- 4.75% |
$447K - $552K
|
28.3K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.34K- 4.08% |
$426K - $526K
|
31.6K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-1.34K- 4.09% |
$425K - $524K
|
31.4K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.34K- 8.96% |
$423K - $522K
|
13.6K
$5.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.33K- 15.27% |
$421K - $520K
|
7.38K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.32K- 1.3% |
$418K - $516K
|
100K
$40.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 17.74% |
$416K - $514K
|
6.09K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.3K- 4.63% |
$412K - $509K
|
26.8K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.3K- 25.19% |
$411K - $507K
|
3.85K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.28K- 12.07% |
$406K - $501K
|
9.34K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.28K- 4.18% |
$405K - $499K
|
29.2K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.24K- 14.77% |
$394K - $486K
|
7.17K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.24K- 1.53% |
$391K - $483K
|
79.6K
$32.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.21K- 1.96% |
$384K - $474K
|
60.6K
$24.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
- |
-1.21K- 50.33% |
$382K - $472K
|
1.19K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.2K- 8.39% |
$380K - $469K
|
13.1K
$5.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.19K- 24.41% |
$378K - $467K
|
3.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.18K- 24.74% |
$374K - $462K
|
3.6K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.16K- 1.72% |
$368K - $454K
|
66.2K
$26.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1.1K- 11.83% |
$348K - $430K
|
8.2K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 5.16% |
$340K - $420K
|
19.7K
$8.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-1.07K- 21.31% |
$337K - $417K
|
3.93K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.04K- 6.62% |
$330K - $408K
|
14.7K
$5.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.02K- 1.81% |
$323K - $399K
|
55.3K
$22.5M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1K- 46.6% |
$317K - $391K
|
1.15K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-1K- 9.26% |
$317K - $391K
|
9.8K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1K- 23.05% |
$317K - $391K
|
3.34K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-993- 6.94% |
$315K - $388K
|
13.3K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-991- 46.03% |
$314K - $388K
|
1.16K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-949- 2.66% |
$301K - $371K
|
34.7K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-942- 64.13% |
$298K - $368K
|
527
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-941- 17.64% |
$298K - $368K
|
4.39K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-933- 2.04% |
$296K - $365K
|
44.7K
$18.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-925- 4.71% |
$293K - $362K
|
18.7K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-922- 1.74% |
$292K - $361K
|
52.2K
$21.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-918- 4.77% |
$291K - $359K
|
18.3K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-910- 31.43% |
$288K - $356K
|
1.99K
$807K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-910- 17.12% |
$288K - $356K
|
4.4K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-897- 61.15% |
$284K - $351K
|
570
$232K
|