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 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-172- 10.0% |
$54.5K - $67.3K
|
1.55K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-168- 2.02% |
$53.2K - $65.7K
|
8.15K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-162- 1.02% |
$51.3K - $63.4K
|
15.7K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-161- 1.43% |
$51K - $63K
|
11.1K
$4.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-158- 1.79% |
$50.1K - $61.8K
|
8.68K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-155- 2.14% |
$49.1K - $60.6K
|
7.1K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-150- 3.62% |
$47.5K - $58.7K
|
4K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 3.22% |
$47.5K - $58.7K
|
4.5K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 0.39% |
$47.5K - $58.7K
|
38.5K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-149- 1.47% |
$47.2K - $58.3K
|
9.97K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-147- 11.43% |
$46.6K - $57.5K
|
1.14K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-147- 16.61% |
$46.6K - $57.5K
|
738
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-144- 12.8% |
$45.6K - $56.3K
|
981
$357K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-143- 11.18% |
$45.3K - $55.9K
|
1.14K
$413K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-141- 21.43% |
$44.7K - $55.1K
|
517
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-140- 0.11% |
$44.4K - $54.8K
|
124K
$45.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-140- 1.34% |
$44.4K - $54.8K
|
10.3K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-139- 9.99% |
$44K - $54.4K
|
1.25K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-139- 0.73% |
$44K - $54.4K
|
18.9K
$6.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-139- 0.81% |
$44K - $54.4K
|
17K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-138- 1.04% |
$43.7K - $54K
|
13.2K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-138- 1.96% |
$43.7K - $54K
|
6.9K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-132- 16.94% |
$41.8K - $51.6K
|
647
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-131- 3.3% |
$41.5K - $51.2K
|
3.84K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-130- 0.9% |
$41.2K - $50.8K
|
14.3K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-130- 7.05% |
$41.2K - $50.8K
|
1.72K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 1.91% |
$40.9K - $50.5K
|
6.62K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 3.2% |
$39.6K - $48.9K
|
3.78K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 5.07% |
$39K - $48.1K
|
2.31K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-121- 0.81% |
$38.3K - $47.3K
|
14.8K
$5.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-119- 35.63% |
$37.7K - $46.5K
|
215
$78.2K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-119- 1.99% |
$37.7K - $46.5K
|
5.85K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-118- 1.3% |
$37.4K - $46.2K
|
8.96K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-117- 8.86% |
$37.1K - $45.8K
|
1.2K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-116- 3.74% |
$36.7K - $45.4K
|
2.98K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-113- 8.55% |
$35.8K - $44.2K
|
1.21K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-112- 1.88% |
$35.5K - $43.8K
|
5.83K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-111- 5.48% |
$35.2K - $43.4K
|
1.92K
$697K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-110- 3.91% |
$34.8K - $43K
|
2.7K
$983K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-108- 3.99% |
$34.2K - $42.2K
|
2.6K
$945K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-108- 95.58% |
$34.2K - $42.2K
|
5
$1.82K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-107- 5.39% |
$33.9K - $41.8K
|
1.88K
$683K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-106- 2.11% |
$33.6K - $41.5K
|
4.91K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 61.76% |
$33.3K - $41.1K
|
65
$23.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 7.22% |
$32.9K - $40.7K
|
1.34K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-104- 12.78% |
$32.9K - $40.7K
|
710
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
CALL |
-100- 20.0% |
$31.7K - $39.1K
|
400
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 3.11% |
$31.7K - $39.1K
|
3.12K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-100- 4.18% |
$31.7K - $39.1K
|
2.29K
$834K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.55% |
$31.7K - $39.1K
|
18K
$6.55M
|