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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-200- 5.93% |
$72.1K - $83.4K
|
3.17K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-200- 8.77% |
$72.1K - $83.4K
|
2.08K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.3% |
$72.1K - $83.4K
|
67K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-200- 1.14% |
$72.1K - $83.4K
|
17.4K
$6.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-196- 1.74% |
$70.6K - $81.7K
|
11K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 2.9% |
$70.3K - $81.3K
|
6.53K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-193- 0.84% |
$69.6K - $80.5K
|
22.8K
$8.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-193- 1.04% |
$69.6K - $80.5K
|
18.4K
$6.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-192- 0.21% |
$69.2K - $80K
|
91.3K
$33.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-190- 1.63% |
$68.5K - $79.2K
|
11.5K
$4.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-189- 1.64% |
$68.1K - $78.8K
|
11.4K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-188- 1.92% |
$67.7K - $78.4K
|
9.62K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-186- 0.69% |
$67K - $77.5K
|
26.8K
$9.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-183- 0.71% |
$65.9K - $76.3K
|
25.7K
$9.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-182- 1.68% |
$65.6K - $75.9K
|
10.7K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-180- 1.42% |
$64.9K - $75K
|
12.5K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-180- 1.93% |
$64.9K - $75K
|
9.15K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-177- 3.92% |
$63.8K - $73.8K
|
4.33K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-174- 17.83% |
$62.7K - $72.5K
|
802
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-174- 12.97% |
$62.7K - $72.5K
|
1.17K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-173- 55.45% |
$62.3K - $72.1K
|
139
$51.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-171- 0.85% |
$61.6K - $71.3K
|
20K
$7.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-168- 3.56% |
$60.5K - $70K
|
4.55K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-167- 13.76% |
$60.2K - $69.6K
|
1.05K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-166- 18.14% |
$59.8K - $69.2K
|
749
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-165- 7.57% |
$59.5K - $68.8K
|
2.02K
$749K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 1.43% |
$59.1K - $68.4K
|
11.3K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-160- 1.31% |
$57.7K - $66.7K
|
12.1K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-160- 2.09% |
$57.7K - $66.7K
|
7.5K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-159- 1.29% |
$57.3K - $66.3K
|
12.2K
$4.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-157- 3.55% |
$56.6K - $65.5K
|
4.26K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156- 3.86% |
$56.2K - $65K
|
3.88K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-156- 1.79% |
$56.2K - $65K
|
8.54K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-151- 9.32% |
$54.4K - $62.9K
|
1.47K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-149- 2.05% |
$53.7K - $62.1K
|
7.12K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-148- 1.8% |
$53.3K - $61.7K
|
8.09K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-147- 0.3% |
$53K - $61.3K
|
49.4K
$18.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-146- 2.04% |
$52.6K - $60.9K
|
7K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-144- 3.78% |
$51.9K - $60K
|
3.66K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-144- 5.44% |
$51.9K - $60K
|
2.5K
$929K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-142- 5.75% |
$51.2K - $59.2K
|
2.33K
$865K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-142- 2.78% |
$51.2K - $59.2K
|
4.96K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-142- 1.33% |
$51.2K - $59.2K
|
10.6K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-142- 12.74% |
$51.2K - $59.2K
|
973
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-141- 14.63% |
$50.8K - $58.8K
|
823
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-139- 13.19% |
$50.1K - $57.9K
|
915
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-138- 4.69% |
$49.7K - $57.5K
|
2.8K
$1.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-135- 2.79% |
$48.6K - $56.3K
|
4.7K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-132- 1.19% |
$47.6K - $55K
|
10.9K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-131- 2.36% |
$47.2K - $54.6K
|
5.41K
$2.01M
|