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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-118- 0.56% |
$42.5K - $49.2K
|
21.1K
$6.95M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-118- 4.29% |
$42.5K - $49.2K
|
2.63K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-117- 4.34% |
$42.2K - $48.8K
|
2.58K
$851K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-117- 0.28% |
$42.2K - $48.8K
|
41.4K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-115- 3.04% |
$41.4K - $47.9K
|
3.67K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-115- 1.84% |
$41.4K - $47.9K
|
6.13K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-113- 13.23% |
$40.7K - $47.1K
|
741
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-112- 6.59% |
$40.4K - $46.7K
|
1.59K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-112- 0.5% |
$40.4K - $46.7K
|
22.3K
$7.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-111- 1.89% |
$40K - $46.3K
|
5.77K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-111- 3.98% |
$40K - $46.3K
|
2.68K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-110- 14.47% |
$39.6K - $45.9K
|
650
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-110- 5.54% |
$39.6K - $45.9K
|
1.88K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-110- 3.58% |
$39.6K - $45.9K
|
2.97K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-109- 3.68% |
$39.3K - $45.4K
|
2.86K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-109- 6.63% |
$39.3K - $45.4K
|
1.53K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 4.44% |
$39.3K - $45.4K
|
2.35K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-109- 1.16% |
$39.3K - $45.4K
|
9.26K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-107- 6.87% |
$38.6K - $44.6K
|
1.45K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-105- 1.06% |
$37.8K - $43.8K
|
9.8K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-104- 7.98% |
$37.5K - $43.4K
|
1.2K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-102- 3.23% |
$36.8K - $42.5K
|
3.06K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-102- 4.25% |
$36.8K - $42.5K
|
2.3K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-101- 18.33% |
$36.4K - $42.1K
|
450
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-101- 2.82% |
$36.4K - $42.1K
|
3.48K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 12.5% |
$36K - $41.7K
|
700
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-100- 8.74% |
$36K - $41.7K
|
1.04K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 38.61% |
$36K - $41.7K
|
159
$52.4K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.79% |
$36K - $41.7K
|
3.48K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-100- 0.02% |
$36K - $41.7K
|
607K
$200M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-100- 0.87% |
$36K - $41.7K
|
11.4K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 4.1% |
$36K - $41.7K
|
2.34K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 5.72% |
$36K - $41.7K
|
1.65K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-100- 8.07% |
$36K - $41.7K
|
1.14K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-100- 0.8% |
$36K - $41.7K
|
12.4K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 5.89% |
$36K - $41.7K
|
1.6K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-98- 1.03% |
$35.3K - $40.9K
|
9.38K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-97- 5.66% |
$35K - $40.4K
|
1.62K
$534K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-97- 10.16% |
$35K - $40.4K
|
858
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-97- 0.64% |
$35K - $40.4K
|
15K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-97- 6.98% |
$35K - $40.4K
|
1.29K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-96- 2.57% |
$34.6K - $40K
|
3.64K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-96- 8.96% |
$34.6K - $40K
|
975
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-96- 6.48% |
$34.6K - $40K
|
1.39K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-95- 2.15% |
$34.2K - $39.6K
|
4.33K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-95- 6.79% |
$34.2K - $39.6K
|
1.31K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 0.24% |
$33.9K - $39.2K
|
38.5K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-93- 1.12% |
$33.5K - $38.8K
|
8.24K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-93- 1.15% |
$33.5K - $38.8K
|
8.02K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-93- 4.58% |
$33.5K - $38.8K
|
1.94K
$639K
|