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 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-100- 5.0% |
$31.7K - $39.1K
|
1.9K
$691K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-99- 27.81% |
$31.4K - $38.7K
|
257
$93.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-98- 2.48% |
$31K - $38.3K
|
3.85K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-98- 1.53% |
$31K - $38.3K
|
6.3K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-95- 11.03% |
$30.1K - $37.2K
|
766
$279K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-94- 3.72% |
$29.8K - $36.8K
|
2.44K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-90- 1.22% |
$28.5K - $35.2K
|
7.28K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-85- 1.19% |
$26.9K - $33.2K
|
7.07K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-85- 6.46% |
$26.9K - $33.2K
|
1.23K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-78- 0.61% |
$24.7K - $30.5K
|
12.6K
$4.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-75- 5.42% |
$23.8K - $29.3K
|
1.31K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-73- 8.2% |
$23.1K - $28.6K
|
817
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-70- 4.11% |
$22.2K - $27.4K
|
1.64K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-68- 2.56% |
$21.5K - $26.6K
|
2.59K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-68- 3.0% |
$21.5K - $26.6K
|
2.2K
$801K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-66- 3.52% |
$20.9K - $25.8K
|
1.81K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-65- 0.81% |
$20.6K - $25.4K
|
7.94K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-63- 0.66% |
$20K - $24.6K
|
9.47K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-63- 5.54% |
$20K - $24.6K
|
1.07K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 8.14% |
$19.3K - $23.9K
|
688
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-60- 2.21% |
$19K - $23.5K
|
2.65K
$964K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-60- 1.74% |
$19K - $23.5K
|
3.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.4% |
$18.7K - $23.1K
|
14.6K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-59- 2.46% |
$18.7K - $23.1K
|
2.34K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-59- 1.51% |
$18.7K - $23.1K
|
3.85K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-58- 5.35% |
$18.4K - $22.7K
|
1.03K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-57- 2.13% |
$18.1K - $22.3K
|
2.61K
$951K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-57- 0.92% |
$18.1K - $22.3K
|
6.15K
$2.24M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 9.26% |
$17.1K - $21.1K
|
529
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-53- 0.96% |
$16.8K - $20.7K
|
5.46K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-53- 3.66% |
$16.8K - $20.7K
|
1.39K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-53- 4.17% |
$16.8K - $20.7K
|
1.22K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 0.05% |
$16.2K - $19.9K
|
110K
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.3% |
$15.8K - $19.6K
|
16.8K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.81% |
$15.8K - $19.6K
|
2.72K
$988K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-50- 5.42% |
$15.8K - $19.6K
|
872
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-50- 7.22% |
$15.8K - $19.6K
|
643
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-50- 3.43% |
$15.8K - $19.6K
|
1.41K
$512K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-50- 0.24% |
$15.8K - $19.6K
|
20.4K
$7.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-48- 11.21% |
$15.2K - $18.8K
|
380
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-48- 0.79% |
$15.2K - $18.8K
|
6.04K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 0.41% |
$14.6K - $18K
|
11.2K
$4.09M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-45- 6.47% |
$14.3K - $17.6K
|
651
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-44- 5.39% |
$13.9K - $17.2K
|
772
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-44- 1.14% |
$13.9K - $17.2K
|
3.82K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 5.64% |
$13.6K - $16.8K
|
719
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.99% |
$13.3K - $16.4K
|
559
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-41- 1.54% |
$13K - $16K
|
2.62K
$952K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-41- 4.43% |
$13K - $16K
|
885
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-40- 1.85% |
$12.7K - $15.6K
|
2.13K
$774K
|