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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-41- 4.43% |
$13K - $16K
|
885
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-40- 2.95% |
$12.7K - $15.6K
|
1.31K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-40- 3.54% |
$12.7K - $15.6K
|
1.09K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 3.23% |
$12.7K - $15.6K
|
1.2K
$424K
|
|
|
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
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-30- 1.33% |
$9.5K - $11.7K
|
2.23K
$789K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 2.95% |
$9.5K - $11.7K
|
986
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-29- 3.81% |
$9.19K - $11.3K
|
732
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-28- 0.25% |
$8.87K - $11K
|
11.2K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 0.89% |
$8.24K - $10.2K
|
2.91K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.98% |
$7.92K - $9.78K
|
1.24K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.77% |
$7.92K - $9.78K
|
1.39K
$489K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 1.46% |
$7.92K - $9.78K
|
1.68K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 1.71% |
$7.29K - $9K
|
1.32K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-22- 2.44% |
$6.97K - $8.6K
|
880
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$548K
|
|
|
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
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-19- 1.55% |
$6.02K - $7.43K
|
1.21K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$5.39K - $6.65K
|
12.3K
$4.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.9% |
$5.07K - $6.26K
|
826
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-14- 1.39% |
$4.44K - $5.48K
|
994
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14- 1.82% |
$4.44K - $5.48K
|
757
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-13- 0.7% |
$4.12K - $5.08K
|
1.85K
$654K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-12- 0.2% |
$3.8K - $4.69K
|
6.04K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11- 35.48% |
$3.48K - $4.3K
|
20
$7.07K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 2.78% |
$3.48K - $4.3K
|
384
$136K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.85% |
$3.17K - $3.91K
|
1.17K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 1.39% |
$3.17K - $3.91K
|
711
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-9- 0.69% |
$2.85K - $3.52K
|
1.3K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-9- 1.27% |
$2.85K - $3.52K
|
700
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8- 0.42% |
$2.53K - $3.13K
|
1.91K
$674K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8- 0.46% |
$2.53K - $3.13K
|
1.74K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.83% |
$2.22K - $2.74K
|
834
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.99% |
$1.9K - $2.35K
|
600
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.15% |
$1.9K - $2.35K
|
514
$182K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.58K - $1.96K
|
3.69K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.2% |
$1.58K - $1.96K
|
410
$145K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 3.52% |
$1.58K - $1.96K
|
137
$48.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4- 0.61% |
$1.27K - $1.56K
|
648
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 10.53% |
$1.27K - $1.56K
|
34
$12K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$408K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$317 - $391
|
848
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.1K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-1- 0.04% |
$317 - $391
|
2.83K
$999K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1M- 99.99% |
$321M - $379M
|
100
$35.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 88.27% |
$20.1M - $23.7M
|
8.3K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-26.9K- 0.15% |
$8.65M - $10.2M
|
17.7M
$6.27B
|
|