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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.4% |
$18.7K - $23.1K
|
14.6K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-59- 2.46% |
$18.7K - $23.1K
|
2.34K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-59- 1.51% |
$18.7K - $23.1K
|
3.85K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-58- 5.35% |
$18.4K - $22.7K
|
1.03K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-57- 2.13% |
$18.1K - $22.3K
|
2.61K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-53- 0.96% |
$16.8K - $20.7K
|
5.46K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-53- 4.17% |
$16.8K - $20.7K
|
1.22K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.81% |
$15.8K - $19.6K
|
2.72K
$956K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-50- 5.42% |
$15.8K - $19.6K
|
872
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-50- 7.22% |
$15.8K - $19.6K
|
643
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-50- 3.43% |
$15.8K - $19.6K
|
1.41K
$496K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-50- 0.24% |
$15.8K - $19.6K
|
20.4K
$7.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-48- 0.79% |
$15.2K - $18.8K
|
6.04K
$2.13M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-45- 6.47% |
$14.3K - $17.6K
|
651
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-44- 5.39% |
$13.9K - $17.2K
|
772
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 5.64% |
$13.6K - $16.8K
|
719
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.99% |
$13.3K - $16.4K
|
559
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-41- 1.54% |
$13K - $16K
|
2.62K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-41- 4.43% |
$13K - $16K
|
885
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-40- 2.95% |
$12.7K - $15.6K
|
1.31K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-40- 3.54% |
$12.7K - $15.6K
|
1.09K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 3.23% |
$12.7K - $15.6K
|
1.2K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 0.84% |
$11.1K - $13.7K
|
4.11K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-31- 0.49% |
$9.82K - $12.1K
|
6.28K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-30- 0.88% |
$9.5K - $11.7K
|
3.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-30- 0.67% |
$9.5K - $11.7K
|
4.42K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 3.42% |
$9.5K - $11.7K
|
847
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-30- 1.84% |
$9.5K - $11.7K
|
1.6K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-30- 1.33% |
$9.5K - $11.7K
|
2.23K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 2.95% |
$9.5K - $11.7K
|
986
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-29- 3.81% |
$9.19K - $11.3K
|
732
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29- 1.12% |
$9.19K - $11.3K
|
2.57K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 5.29% |
$8.87K - $11K
|
501
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-28- 0.25% |
$8.87K - $11K
|
11.2K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 0.89% |
$8.24K - $10.2K
|
2.91K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.98% |
$7.92K - $9.78K
|
1.24K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.77% |
$7.92K - $9.78K
|
1.39K
$488K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 1.46% |
$7.92K - $9.78K
|
1.68K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 1.71% |
$7.29K - $9K
|
1.32K
$466K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-22- 2.54% |
$6.97K - $8.6K
|
844
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-22- 2.44% |
$6.97K - $8.6K
|
880
$310K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$546K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-21- 0.52% |
$6.65K - $8.21K
|
4K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$6.34K - $7.82K
|
7.9K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-19- 1.55% |
$6.02K - $7.43K
|
1.21K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$5.39K - $6.65K
|
12.3K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 2.29% |
$5.07K - $6.26K
|
682
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.9% |
$5.07K - $6.26K
|
826
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-14- 0.26% |
$4.44K - $5.48K
|
5.3K
$1.87M
|