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 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.33% |
$10.8K - $12.5K
|
8.98K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-30- 2.13% |
$10.8K - $12.5K
|
1.38K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-30- 4.95% |
$10.8K - $12.5K
|
576
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 2.43% |
$10.8K - $12.5K
|
1.2K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30- 0.02% |
$10.8K - $12.5K
|
123K
$41.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-30- 3.44% |
$10.8K - $12.5K
|
843
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-29- 2.32% |
$10.5K - $12.1K
|
1.22K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 0.53% |
$10.5K - $12.1K
|
5.4K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 8.66% |
$10.5K - $12.1K
|
306
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-29- 1.56% |
$10.5K - $12.1K
|
1.83K
$614K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28- 1.56% |
$10.1K - $11.7K
|
1.76K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-28- 0.94% |
$10.1K - $11.7K
|
2.96K
$994K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 0.54% |
$10.1K - $11.7K
|
5.19K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-27- 3.81% |
$9.73K - $11.3K
|
682
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 1.18% |
$9.37K - $10.8K
|
2.18K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.5% |
$9.37K - $10.8K
|
5.16K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-26- 1.41% |
$9.37K - $10.8K
|
1.81K
$609K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-25- 10.64% |
$9.01K - $10.4K
|
210
$70.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25- 2.74% |
$9.01K - $10.4K
|
887
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-25- 0.2% |
$9.01K - $10.4K
|
12.6K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25- 0.64% |
$9.01K - $10.4K
|
3.87K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-25- 0.69% |
$9.01K - $10.4K
|
3.61K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-25- 6.14% |
$9.01K - $10.4K
|
382
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-25- 2.02% |
$9.01K - $10.4K
|
1.21K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.5% |
$9.01K - $10.4K
|
4.96K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.15% |
$9.01K - $10.4K
|
17.1K
$5.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 2.99% |
$9.01K - $10.4K
|
810
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.2% |
$9.01K - $10.4K
|
12.7K
$4.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$9.01K - $10.4K
|
6.12K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24- 3.41% |
$8.65K - $10K
|
679
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-24- 3.88% |
$8.65K - $10K
|
595
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-24- 0.49% |
$8.65K - $10K
|
4.91K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-23- 0.98% |
$8.29K - $9.59K
|
2.32K
$779K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-23- 1.7% |
$8.29K - $9.59K
|
1.33K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-23- 0.25% |
$8.29K - $9.59K
|
9.26K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-23- 0.49% |
$8.29K - $9.59K
|
4.65K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 1.49% |
$8.29K - $9.59K
|
1.52K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-23- 1.54% |
$8.29K - $9.59K
|
1.47K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 0.12% |
$7.93K - $9.17K
|
17.7K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21- 2.95% |
$7.57K - $8.75K
|
692
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.91% |
$7.57K - $8.75K
|
700
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-21- 1.11% |
$7.57K - $8.75K
|
1.87K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-21- 1.23% |
$7.57K - $8.75K
|
1.68K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-21- 0.73% |
$7.57K - $8.75K
|
2.88K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-21- 0.17% |
$7.57K - $8.75K
|
12.5K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21- 0.59% |
$7.57K - $8.75K
|
3.53K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-20- 0.1% |
$7.21K - $8.34K
|
20.4K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 2.63% |
$7.21K - $8.34K
|
740
$248K
|