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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7- 0.03% |
$2.22K - $2.74K
|
25.4K
$8.93M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.83% |
$2.22K - $2.74K
|
834
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.99% |
$1.9K - $2.35K
|
600
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.15% |
$1.9K - $2.35K
|
514
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.58K - $1.96K
|
788
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$741K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.16% |
$1.58K - $1.96K
|
3.12K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.58K - $1.96K
|
3.69K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.2% |
$1.58K - $1.96K
|
410
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 3.52% |
$1.58K - $1.96K
|
137
$48.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.28% |
$1.27K - $1.56K
|
1.43K
$503K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4- 0.61% |
$1.27K - $1.56K
|
648
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 10.53% |
$1.27K - $1.56K
|
34
$12K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.1% |
$950 - $1.17K
|
3.04K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3- 0.09% |
$950 - $1.17K
|
3.41K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.28% |
$950 - $1.17K
|
1.06K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3- 0.18% |
$950 - $1.17K
|
1.64K
$578K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2- 0.04% |
$634 - $782
|
5.3K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2- 0.06% |
$634 - $782
|
3.34K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1- 0.16% |
$317 - $391
|
629
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$317 - $391
|
848
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.1K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-1- 0.04% |
$317 - $391
|
2.83K
$996K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1M- 99.99% |
$321M - $379M
|
100
$35.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-186K- 98.05% |
$59.9M - $70.7M
|
3.7K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 88.27% |
$20.1M - $23.7M
|
8.3K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-26.9K- 0.15% |
$8.65M - $10.2M
|
17.7M
$6.24B
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-24.7K- 70.25% |
$7.93M - $9.36M
|
10.4K
$3.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-24.2K- 22.99% |
$7.78M - $9.18M
|
81K
$28.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-9K- 60.24% |
$2.89M - $3.41M
|
5.94K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-4.72K- 80.15% |
$1.52M - $1.79M
|
1.17K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.05K- 36.04% |
$1.3M - $1.54M
|
7.19K
$2.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2K- 50.0% |
$643K - $759K
|
2K
$704K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.98K- 64.46% |
$637K - $752K
|
1.09K
$385K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 3.72% |
$450K - $531K
|
36.2K
$12.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$2.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-856- 47.53% |
$275K - $325K
|
945
$333K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-807- 39.52% |
$259K - $306K
|
1.24K
$435K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-753- 53.79% |
$242K - $286K
|
647
$228K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-738- 61.76% |
$237K - $280K
|
457
$161K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-619- 42.72% |
$199K - $235K
|
830
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-563Closed |
$181K - $214K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-550- 8.1% |
$177K - $209K
|
6.24K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-521- 15.06% |
$167K - $198K
|
2.94K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-451- 2.37% |
$145K - $171K
|
18.6K
$6.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-449- 2.29% |
$144K - $170K
|
19.2K
$6.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-440- 13.97% |
$141K - $167K
|
2.71K
$954K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-405- 3.02% |
$130K - $154K
|
13K
$4.58M
|
|