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 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-300- 56.71% |
$108K - $125K
|
229
$75.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-299- 0.79% |
$108K - $125K
|
37.4K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 8.57% |
$108K - $125K
|
3.19K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-298- 22.27% |
$107K - $124K
|
1.04K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-293- 3.62% |
$106K - $122K
|
7.8K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-293- 1.27% |
$106K - $122K
|
22.7K
$7.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-282- 3.42% |
$102K - $118K
|
7.97K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-277- 13.1% |
$99.8K - $115K
|
1.84K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-274- 1.8% |
$98.7K - $114K
|
15K
$4.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-273- 3.32% |
$98.4K - $114K
|
7.94K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-273- 1.74% |
$98.4K - $114K
|
15.4K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-272- 46.26% |
$98K - $113K
|
316
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-272- 10.98% |
$98K - $113K
|
2.21K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-270- 4.25% |
$97.3K - $113K
|
6.09K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-269- 4.08% |
$96.9K - $112K
|
6.33K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-261- 2.75% |
$94.1K - $109K
|
9.22K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-260- 42.62% |
$93.7K - $108K
|
350
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-255- 4.91% |
$91.9K - $106K
|
4.94K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-252- 21.12% |
$90.8K - $105K
|
941
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-252- 0.92% |
$90.8K - $105K
|
27.2K
$8.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 2.0% |
$90.1K - $104K
|
12.3K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 10.09% |
$90.1K - $104K
|
2.23K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-250- 0.88% |
$90.1K - $104K
|
28K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 17.01% |
$90.1K - $104K
|
1.22K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-249- 12.69% |
$89.7K - $104K
|
1.71K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-244- 5.54% |
$87.9K - $102K
|
4.16K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-242- 1.48% |
$87.2K - $101K
|
16.1K
$5.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-242- 21.63% |
$87.2K - $101K
|
877
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-242- 1.37% |
$87.2K - $101K
|
17.5K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-240- 7.11% |
$86.5K - $100K
|
3.14K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-238- 0.66% |
$85.8K - $99.2K
|
35.6K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-238- 6.09% |
$85.8K - $99.2K
|
3.67K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-237- 1.0% |
$85.4K - $98.8K
|
23.5K
$7.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-237- 3.55% |
$85.4K - $98.8K
|
6.43K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-235- 3.61% |
$84.7K - $98K
|
6.27K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-229- 10.16% |
$82.5K - $95.5K
|
2.03K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-226- 0.56% |
$81.4K - $94.2K
|
40.3K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-225- 1.79% |
$81.1K - $93.8K
|
12.3K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-225- 2.79% |
$81.1K - $93.8K
|
7.84K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-223- 0.65% |
$80.4K - $93K
|
34.2K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-222- 0.19% |
$80K - $92.5K
|
116K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-218- 1.56% |
$78.6K - $90.9K
|
13.7K
$4.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-218- 0.98% |
$78.6K - $90.9K
|
22.1K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-215- 15.53% |
$77.5K - $89.6K
|
1.17K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-215- 21.35% |
$77.5K - $89.6K
|
792
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-214- 5.99% |
$77.1K - $89.2K
|
3.36K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 1.74% |
$76.4K - $88.4K
|
12K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-210- 2.21% |
$75.7K - $87.5K
|
9.31K
$3.07M
|