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 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-12- 0.24% |
$4.32K - $5K
|
5K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12- 0.05% |
$4.32K - $5K
|
26.6K
$8.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-12- 1.62% |
$4.32K - $5K
|
731
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12- 1.3% |
$4.32K - $5K
|
912
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-11- 0.24% |
$3.96K - $4.59K
|
4.53K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-11- 0.25% |
$3.96K - $4.59K
|
4.38K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.31% |
$3.96K - $4.59K
|
3.53K
$1.19M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10- 1.34% |
$3.6K - $4.17K
|
738
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.26% |
$3.6K - $4.17K
|
3.84K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 2.1% |
$3.6K - $4.17K
|
467
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-10- 0.46% |
$3.6K - $4.17K
|
2.16K
$725K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10- 0.57% |
$3.6K - $4.17K
|
1.73K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.13% |
$3.6K - $4.17K
|
7.61K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-10- 0.58% |
$3.6K - $4.17K
|
1.72K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.61% |
$3.6K - $4.17K
|
1.64K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 40.0% |
$3.6K - $4.17K
|
15
$5.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10- 0.59% |
$3.6K - $4.17K
|
1.67K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-10- 0.78% |
$3.6K - $4.17K
|
1.27K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.34% |
$3.6K - $4.17K
|
2.91K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-9- 1.59% |
$3.24K - $3.75K
|
556
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9- 0.93% |
$3.24K - $3.75K
|
960
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9- 0.17% |
$3.24K - $3.75K
|
5.44K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 5.63% |
$3.24K - $3.75K
|
151
$50.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-9- 0.87% |
$3.24K - $3.75K
|
1.03K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-9- 0.47% |
$3.24K - $3.75K
|
1.92K
$645K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9- 0.41% |
$3.24K - $3.75K
|
2.21K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.77% |
$2.88K - $3.34K
|
1.04K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-8- 0.69% |
$2.88K - $3.34K
|
1.15K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8- 1.36% |
$2.88K - $3.34K
|
582
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.06% |
$2.88K - $3.34K
|
14K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.18% |
$2.52K - $2.92K
|
3.84K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-7- 0.94% |
$2.52K - $2.92K
|
736
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-7- 0.36% |
$2.52K - $2.92K
|
1.91K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7- 0.1% |
$2.52K - $2.92K
|
7.3K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 2.85% |
$2.52K - $2.92K
|
239
$80.3K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7- 0.26% |
$2.52K - $2.92K
|
2.65K
$889K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 1.83% |
$2.16K - $2.5K
|
321
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6- 30.0% |
$2.16K - $2.5K
|
14
$4.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6- 0.85% |
$2.16K - $2.5K
|
704
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.07% |
$2.16K - $2.5K
|
8.9K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-6- 0.46% |
$2.16K - $2.5K
|
1.31K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-6- 0.05% |
$2.16K - $2.5K
|
13.2K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6- 0.21% |
$2.16K - $2.5K
|
2.85K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6- 0.3% |
$2.16K - $2.5K
|
2.02K
$678K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.3% |
$2.16K - $2.5K
|
2.01K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.54% |
$1.8K - $2.08K
|
927
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
SELL
|
- |
-5- 0.46% |
$1.8K - $2.08K
|
1.08K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5- 0.59% |
$1.8K - $2.08K
|
844
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.23% |
$1.8K - $2.08K
|
2.18K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.1% |
$1.8K - $2.08K
|
4.9K
$1.64M
|