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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-283- 5.98% |
$78.9K - $104K
|
4.45K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-282- 0.27% |
$78.6K - $103K
|
104K
$36.6M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-250- 22.94% |
$69.7K - $91.6K
|
840
$296K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-250- 0.59% |
$69.7K - $91.6K
|
42.1K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-232- 1.12% |
$64.6K - $85K
|
20.5K
$7.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-210- 6.26% |
$58.5K - $77K
|
3.14K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-189- 13.81% |
$52.7K - $69.3K
|
1.18K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-170- 19.23% |
$47.4K - $62.3K
|
714
$251K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-167- 60.73% |
$46.5K - $61.2K
|
108
$38K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-160- 21.86% |
$44.6K - $58.6K
|
572
$201K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-150- 10.86% |
$41.8K - $55K
|
1.23K
$433K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-150- 4.56% |
$41.8K - $55K
|
3.14K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-110- 5.71% |
$30.6K - $40.3K
|
1.82K
$639K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 4.48% |
$27.9K - $36.6K
|
2.13K
$750K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 10.87% |
$27.9K - $36.6K
|
820
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 14.58% |
$27.9K - $36.6K
|
586
$206K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-92- 6.61% |
$25.6K - $33.7K
|
1.3K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-79- 10.06% |
$22K - $28.9K
|
706
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-77- 1.56% |
$21.5K - $28.2K
|
4.86K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 2.38% |
$20.9K - $27.5K
|
3.08K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-74- 6.12% |
$20.6K - $27.1K
|
1.14K
$400K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-70- 2.15% |
$19.5K - $25.7K
|
3.18K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-60- 2.22% |
$16.7K - $22K
|
2.64K
$930K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-60- 2.27% |
$16.7K - $22K
|
2.59K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-59- 2.31% |
$16.4K - $21.6K
|
2.49K
$877K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-54- 3.37% |
$15K - $19.8K
|
1.55K
$545K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 66.67% |
$13.9K - $18.3K
|
25
$8.8K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-50- 3.57% |
$13.9K - $18.3K
|
1.35K
$475K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 4.58% |
$12K - $15.8K
|
896
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-40- 4.31% |
$11.1K - $14.7K
|
888
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 5.07% |
$11.1K - $14.7K
|
749
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37- 50.0% |
$10.3K - $13.6K
|
37
$13K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-36- 3.46% |
$10K - $13.2K
|
1K
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-34- 3.45% |
$9.47K - $12.5K
|
951
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-33- 2.33% |
$9.19K - $12.1K
|
1.39K
$488K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-31- 1.61% |
$8.64K - $11.4K
|
1.9K
$668K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-29- 1.55% |
$8.08K - $10.6K
|
1.84K
$647K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25- 2.28% |
$6.97K - $9.16K
|
1.07K
$377K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19- 15.2% |
$5.29K - $6.96K
|
106
$37.3K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-15- 1.3% |
$4.18K - $5.5K
|
1.14K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 4.17% |
$4.18K - $5.5K
|
345
$121K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 1.39% |
$3.9K - $5.13K
|
992
$349K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7- 0.21% |
$1.95K - $2.57K
|
3.28K
$1.16M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5- 41.67% |
$1.39K - $1.83K
|
7
$2.46K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1- 0.98% |
$279 - $366
|
101
$35.6K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
PUT |
-100K- 25.0% |
$22.6M - $29.8M
|
300K
$106M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-49.5K- 54.17% |
$11.2M - $14.8M
|
41.9K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
PUT |
-38.1K- 43.25% |
$8.61M - $11.4M
|
50K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.6K- 57.59% |
$4.43M - $5.84M
|
14.4K
$5.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-14.2K- 84.54% |
$3.2M - $4.22M
|
2.59K
$911K
|
|