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 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-681- 33.28% |
$245K - $284K
|
1.37K
$497K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-680- 2.23% |
$245K - $283K
|
29.8K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-678- 14.6% |
$244K - $283K
|
3.97K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-662- 1.56% |
$239K - $276K
|
41.8K
$15.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-662- 8.57% |
$239K - $276K
|
7.06K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-660- 1.59% |
$238K - $275K
|
41K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-652- 2.88% |
$235K - $272K
|
22K
$7.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-646- 6.54% |
$233K - $269K
|
9.24K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-639- 2.88% |
$230K - $266K
|
21.6K
$7.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-616- 12.4% |
$222K - $257K
|
4.35K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-615- 17.88% |
$222K - $256K
|
2.83K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-609- 4.58% |
$219K - $254K
|
12.7K
$4.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 19.08% |
$216K - $250K
|
2.55K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-595- 0.82% |
$214K - $248K
|
71.8K
$26.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-585- 39.08% |
$211K - $244K
|
912
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-577- 4.92% |
$208K - $241K
|
11.2K
$4.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-573- 7.84% |
$206K - $239K
|
6.74K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-571- 9.33% |
$206K - $238K
|
5.55K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-570- 6.27% |
$205K - $238K
|
8.52K
$3.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-569- 29.21% |
$205K - $237K
|
1.38K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-565- 1.51% |
$204K - $236K
|
36.8K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-560- 1.77% |
$202K - $233K
|
31.1K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-556- 4.08% |
$200K - $232K
|
13.1K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-554- 2.49% |
$200K - $231K
|
21.7K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-552- 34.33% |
$199K - $230K
|
1.06K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-550- 4.99% |
$198K - $229K
|
10.5K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-543- 2.5% |
$196K - $226K
|
21.2K
$7.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-540- 4.47% |
$195K - $225K
|
11.5K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-527- 2.83% |
$190K - $220K
|
18.1K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-526- 7.48% |
$190K - $219K
|
6.51K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-510- 10.17% |
$184K - $213K
|
4.51K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-504- 9.63% |
$182K - $210K
|
4.73K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 15.24% |
$180K - $208K
|
2.78K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 5.49% |
$180K - $208K
|
8.6K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-491- 4.96% |
$177K - $205K
|
9.4K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-478- 2.67% |
$172K - $199K
|
17.4K
$6.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476- 3.05% |
$172K - $198K
|
15.1K
$5.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 1.18% |
$166K - $193K
|
38.6K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-459- 1.36% |
$165K - $191K
|
33.3K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-456- 5.86% |
$164K - $190K
|
7.32K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-454- 3.56% |
$164K - $189K
|
12.3K
$4.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-450- 10.59% |
$162K - $188K
|
3.8K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 22.11% |
$161K - $187K
|
1.58K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-448- 0.87% |
$161K - $187K
|
50.8K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-447- 0.81% |
$161K - $186K
|
54.9K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-438- 4.0% |
$158K - $183K
|
10.5K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-437- 9.3% |
$157K - $182K
|
4.26K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-437- 14.66% |
$157K - $182K
|
2.54K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-434- 1.39% |
$156K - $181K
|
30.8K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-433- 1.86% |
$156K - $181K
|
22.9K
$8.34M
|