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 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-310- 6.92% |
$98.2K - $121K
|
4.17K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-309- 8.98% |
$97.9K - $121K
|
3.13K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-306- 9.64% |
$96.9K - $120K
|
2.87K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-302- 3.0% |
$95.7K - $118K
|
9.75K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-302- 7.17% |
$95.7K - $118K
|
3.91K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-300- 2.05% |
$95K - $117K
|
14.3K
$5.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 54.74% |
$95K - $117K
|
248
$92.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-297- 8.01% |
$94.1K - $116K
|
3.41K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-296- 9.9% |
$93.8K - $116K
|
2.69K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-286- 3.35% |
$90.6K - $112K
|
8.25K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-280- 7.72% |
$88.7K - $110K
|
3.35K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-273- 40.99% |
$86.5K - $107K
|
393
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-270- 29.03% |
$85.5K - $106K
|
660
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-268- 26.88% |
$84.9K - $105K
|
729
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-265- 1.41% |
$84K - $104K
|
18.5K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-260- 0.3% |
$82.4K - $102K
|
86.4K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-258- 6.98% |
$81.7K - $101K
|
3.44K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-255- 3.03% |
$80.8K - $99.7K
|
8.16K
$3.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-252- 7.66% |
$79.8K - $98.6K
|
3.04K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-250- 1.51% |
$79.2K - $97.8K
|
16.3K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-250- 1.36% |
$79.2K - $97.8K
|
18.1K
$6.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 11.02% |
$79.2K - $97.8K
|
2.02K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-250- 4.78% |
$79.2K - $97.8K
|
4.98K
$1.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 15.53% |
$79.2K - $97.8K
|
1.36K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-249- 26.13% |
$78.9K - $97.4K
|
704
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-247- 18.78% |
$78.2K - $96.6K
|
1.07K
$397K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-244- 6.52% |
$77.3K - $95.4K
|
3.5K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-243- 16.8% |
$77K - $95K
|
1.2K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-242- 16.13% |
$76.7K - $94.7K
|
1.26K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-241- 2.4% |
$76.3K - $94.3K
|
9.79K
$3.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-239- 1.5% |
$75.7K - $93.5K
|
15.7K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-238- 0.97% |
$75.4K - $93.1K
|
24.3K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-227- 12.59% |
$71.9K - $88.8K
|
1.58K
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-227- 14.27% |
$71.9K - $88.8K
|
1.36K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-214- 1.33% |
$67.8K - $83.7K
|
15.9K
$5.92M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-213- 5.49% |
$67.5K - $83.3K
|
3.67K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-211- 2.8% |
$66.8K - $82.5K
|
7.31K
$2.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-210- 7.64% |
$66.5K - $82.1K
|
2.54K
$943K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-208- 1.26% |
$65.9K - $81.4K
|
16.3K
$6.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-207- 22.16% |
$65.6K - $81K
|
727
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-206- 0.96% |
$65.3K - $80.6K
|
21.2K
$7.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-205- 7.76% |
$64.9K - $80.2K
|
2.44K
$905K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-202- 6.77% |
$64K - $79K
|
2.78K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-201- 21.45% |
$63.7K - $78.6K
|
736
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-200- 2.39% |
$63.4K - $78.2K
|
8.18K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 14.81% |
$63.4K - $78.2K
|
1.15K
$427K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-199- 6.21% |
$63K - $77.8K
|
3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-199- 14.09% |
$63K - $77.8K
|
1.21K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-197- 12.46% |
$62.4K - $77.1K
|
1.38K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-196- 1.26% |
$62.1K - $76.7K
|
15.4K
$5.71M
|