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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-274- 1.8% |
$98.7K - $114K
|
15K
$5.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-273- 1.74% |
$98.4K - $114K
|
15.4K
$5.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-272- 10.98% |
$98K - $113K
|
2.21K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-271- 8.97% |
$97.7K - $113K
|
2.75K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-270- 4.25% |
$97.3K - $113K
|
6.09K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-252- 21.12% |
$90.8K - $105K
|
941
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-252- 0.92% |
$90.8K - $105K
|
27.2K
$9.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 2.0% |
$90.1K - $104K
|
12.3K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 10.09% |
$90.1K - $104K
|
2.23K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-250- 0.88% |
$90.1K - $104K
|
28K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 17.01% |
$90.1K - $104K
|
1.22K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-249- 12.69% |
$89.7K - $104K
|
1.71K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-242- 21.63% |
$87.2K - $101K
|
877
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-242- 1.37% |
$87.2K - $101K
|
17.5K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-240- 7.11% |
$86.5K - $100K
|
3.14K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-238- 6.09% |
$85.8K - $99.2K
|
3.67K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-237- 1.0% |
$85.4K - $98.8K
|
23.5K
$8.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-237- 3.55% |
$85.4K - $98.8K
|
6.43K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-235- 3.61% |
$84.7K - $98K
|
6.27K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-229- 10.16% |
$82.5K - $95.5K
|
2.03K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-226- 0.56% |
$81.4K - $94.2K
|
40.3K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-225- 2.79% |
$81.1K - $93.8K
|
7.84K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-222- 0.19% |
$80K - $92.5K
|
116K
$42M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-218- 0.98% |
$78.6K - $90.9K
|
22.1K
$8.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-215- 21.35% |
$77.5K - $89.6K
|
792
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-214- 5.99% |
$77.1K - $89.2K
|
3.36K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 1.74% |
$76.4K - $88.4K
|
12K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-210- 2.21% |
$75.7K - $87.5K
|
9.31K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-208- 3.27% |
$75K - $86.7K
|
6.15K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-206- 1.04% |
$74.2K - $85.9K
|
19.6K
$7.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-204- 2.03% |
$73.5K - $85K
|
9.85K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-204- 14.07% |
$73.5K - $85K
|
1.25K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-200- 4.89% |
$72.1K - $83.4K
|
3.89K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-200- 5.93% |
$72.1K - $83.4K
|
3.17K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-200- 8.77% |
$72.1K - $83.4K
|
2.08K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.3% |
$72.1K - $83.4K
|
67K
$24.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-200- 1.14% |
$72.1K - $83.4K
|
17.4K
$6.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-196- 1.74% |
$70.6K - $81.7K
|
11K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 2.9% |
$70.3K - $81.3K
|
6.53K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-193- 0.66% |
$69.6K - $80.5K
|
29.1K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-193- 0.84% |
$69.6K - $80.5K
|
22.8K
$8.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-193- 1.04% |
$69.6K - $80.5K
|
18.4K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-192- 0.21% |
$69.2K - $80K
|
91.3K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-190- 1.63% |
$68.5K - $79.2K
|
11.5K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-189- 1.64% |
$68.1K - $78.8K
|
11.4K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-188- 1.92% |
$67.7K - $78.4K
|
9.62K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-187- 1.15% |
$67.4K - $78K
|
16.1K
$5.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-186- 0.69% |
$67K - $77.5K
|
26.8K
$9.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 0.27% |
$66.7K - $77.1K
|
67.8K
$24.7M
|