Purchases and Sales Made in Q1 2023 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2023. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Mar 29, 2024 Q1 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
364
New
$78.3K - $96.3K
364 $136K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
363
+ 9.48%
$78K - $96K
4.19K $1.57M
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
362
+ 1.74%
$77.8K - $95.8K
21.1K $7.93M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
362
+ 7.17%
$77.8K - $95.8K
5.41K $2.03M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
360
+ 34.85%
$77.4K - $95.2K
1.39K $522K
May 10, 2023 Q1 2023
Banco Santander, S.A.

BUY
 -
360
+ 0.48%
$77.4K - $95.2K
75.5K $28.3M
May 09, 2023 Q1 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
354
+ 26.4%
$76.1K - $93.6K
1.7K $636K
May 04, 2023 Q1 2023
Tilt Investment Management Holdings, Pbc

New York, NY
BUY
 -
352
+ 14.96%
$75.7K - $93.1K
2.71K $1.01M
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
351
+ 21.04%
$75.5K - $92.9K
2.02K $757K
Apr 13, 2023 Q1 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
350
+ 54.26%
$75.3K - $92.6K
995 $373K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
346
+ 335.92%
$74.4K - $91.5K
449 $168K
Apr 20, 2023 Q1 2023
Lgt Group Foundation

BUY
 -
344
+ 6.06%
$74K - $91K
6.02K $2.26M
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
344
+ 31.71%
$74K - $91K
1.43K $536K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
344
+ 2.22%
$74K - $91K
15.8K $5.94M
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
340
+ 5.06%
$73.1K - $89.9K
7.06K $2.65M
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

BUY
 -
339
+ 6.72%
$72.9K - $89.7K
5.38K $2.02M
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
336
+ 9.88%
$72.2K - $88.9K
3.74K $1.4M
May 04, 2023 Q1 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
334
+ 14.66%
$71.8K - $88.4K
2.61K $979K
May 02, 2023 Q1 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
332
+ 4.07%
$71.4K - $87.8K
8.49K $3.18M
May 15, 2023 Q1 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
331
+ 0.65%
$71.2K - $87.6K
50.9K $19.1M
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
325
+ 32.5%
$69.9K - $86K
1.33K $497K
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
321
+ 8.09%
$69K - $84.9K
4.29K $1.61M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
321
New
$69K - $84.9K
321 $120K
May 12, 2023 Q1 2023
Longbow Finance Sa

Lutry, V8
BUY
 -
320
+ 1.02%
$68.8K - $84.7K
31.6K $11.9M
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
318
+ 10.6%
$68.4K - $84.1K
3.32K $1.24M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
318
+ 4.95%
$68.4K - $84.1K
6.74K $2.53M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
317
+ 3.85%
$68.2K - $83.9K
8.55K $3.21M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
311
+ 3.03%
$66.9K - $82.3K
10.6K $3.96M
May 15, 2023 Q1 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
310
+ 5.99%
$66.7K - $82K
5.48K $2.06M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
306
+ 9.0%
$65.8K - $80.9K
3.71K $1.39M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
304
+ 17.75%
$65.4K - $80.4K
2.02K $756K
Apr 20, 2023 Q1 2023
Maryland State Retirement & Pension System

BUY
 -
304
+ 0.74%
$65.4K - $80.4K
41.2K $15.4M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
301
+ 12.42%
$64.7K - $79.6K
2.73K $1.02M
Apr 20, 2023 Q1 2023
Lafayette Investments, Inc.

BUY
 -
300
+ 20.0%
$64.5K - $79.4K
1.8K $675K
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
300
+ 2.06%
$64.5K - $79.4K
14.9K $5.58M
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
300
+ 9.0%
$64.5K - $79.4K
3.63K $1.36M
Apr 06, 2023 Q1 2023
Trinity Legacy Partners, LLC

BUY
 -
299
+ 1.41%
$64.3K - $79.1K
21.5K $8.05M
Apr 18, 2023 Q1 2023
Core Alternative Capital

BUY
 -
299
+ 15.44%
$64.3K - $79.1K
2.24K $838K
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
296
+ 20.07%
$63.6K - $78.3K
1.77K $664K
May 12, 2023 Q1 2023
Richard C. Young & Co., Ltd.

BUY
 -
292
+ 0.55%
$62.8K - $77.2K
53.8K $20.2M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
285
+ 0.28%
$61.3K - $75.4K
101K $37.8M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
282
New
$60.6K - $74.6K
282 $106K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
282
+ 6.06%
$60.6K - $74.6K
4.94K $1.85M
May 01, 2023 Q1 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
281
+ 29.33%
$60.4K - $74.3K
1.24K $465K
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
279
+ 0.64%
$60K - $73.8K
43.8K $16.4M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
279
+ 1.3%
$60K - $73.8K
21.8K $8.16M
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

BUY
 -
278
+ 1.56%
$59.8K - $73.5K
18.1K $6.77M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
271
+ 0.9%
$58.3K - $71.7K
30.3K $11.4M
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
271
+ 3.01%
$58.3K - $71.7K
9.28K $3.48M

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