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
May 10, 2023 Q1 2023
Isthmus Partners, LLC

Madison, WI
BUY
 -
150
+ 13.55%
$32.3K - $39.7K
1.26K $471K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
149
+ 2.39%
$32K - $39.4K
6.38K $2.39M
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
146
+ 1.53%
$31.4K - $38.6K
9.66K $3.62M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
145
+ 12.18%
$31.2K - $38.4K
1.34K $501K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
144
New
$31K - $38.1K
144 $54K
Apr 24, 2023 Q1 2023
Everett Harris & CO

BUY
 -
143
+ 4.2%
$30.7K - $37.8K
3.55K $1.33M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
141
+ 6.78%
$30.3K - $37.3K
2.22K $833K
Apr 24, 2023 Q1 2023
Mizuho Securities Co. Ltd.

BUY
 -
140
+ 1400.0%
$30.1K - $37K
150 $56.2K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
140
+ 29.29%
$30.1K - $37K
618 $232K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
140
+ 1.55%
$30.1K - $37K
9.18K $3.44M
May 03, 2023 Q1 2023
Fagan Associates, Inc.

BUY
 -
137
+ 11.68%
$29.5K - $36.2K
1.31K $491K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
136
+ 4.38%
$29.2K - $36K
3.24K $1.22M
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
135
+ 24.5%
$29K - $35.7K
686 $257K
Apr 24, 2023 Q1 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
135
+ 7.35%
$29K - $35.7K
1.97K $739K
May 01, 2023 Q1 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
135
+ 5.01%
$29K - $35.7K
2.83K $1.06M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
131
+ 9.86%
$28.2K - $34.7K
1.46K $547K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
130
+ 1.08%
$28K - $34.4K
12.1K $4.55M
May 10, 2023 Q1 2023
Purus Wealth Management, LLC

BUY
 -
130
+ 13.84%
$28K - $34.4K
1.07K $401K
May 10, 2023 Q1 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
130
+ 72.22%
$28K - $34.4K
310 $116K
May 11, 2023 Q1 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
130
+ 7.51%
$28K - $34.4K
1.86K $697K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
129
+ 0.66%
$27.7K - $34.1K
19.7K $7.39M
Apr 19, 2023 Q1 2023
Stewart & Patten CO LLC

BUY
 -
125
+ 14.32%
$26.9K - $33.1K
998 $374K
Apr 24, 2023 Q1 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
125
+ 8.59%
$26.9K - $33.1K
1.58K $592K
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
121
+ 9.82%
$26K - $32K
1.35K $507K
May 03, 2023 Q1 2023
Van Eck Associates Corp

BUY
 -
120
+ 9.34%
$25.8K - $31.7K
1.41K $527K
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
117
+ 13.56%
$25.2K - $31K
980 $367K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
116
+ 2.07%
$24.9K - $30.7K
5.72K $2.15M
Apr 28, 2023 Q1 2023
Dupont Capital Management Corp

BUY
 -
115
+ 7.77%
$24.7K - $30.4K
1.6K $598K
May 04, 2023 Q1 2023
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
115
+ 1.66%
$24.7K - $30.4K
7.06K $2.65M
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
115
+ 1.17%
$24.7K - $30.4K
9.91K $3.72M
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
115
+ 11.5%
$24.7K - $30.4K
1.12K $418K
May 09, 2023 Q1 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
114
+ 2.61%
$24.5K - $30.2K
4.49K $1.68M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
113
+ 470.83%
$24.3K - $29.9K
137 $51.4K
Feb 13, 2024 Q1 2023
United Community Bank

Greenville, SC
BUY
 -
110
+ 1.43%
$23.7K - $29.1K
7.8K $2.93M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
109
+ 3.67%
$23.4K - $28.8K
3.08K $1.15M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
108
+ 3.81%
$23.2K - $28.6K
2.94K $1.1M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
106
+ 2.99%
$22.8K - $28K
3.65K $1.37M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
106
+ 23.45%
$22.8K - $28K
558 $209K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
105
+ 1.17%
$22.6K - $27.8K
9.08K $3.41M
Sep 07, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
105
+ 1.17%
$22.6K - $27.8K
9.08K $3.41M
Apr 21, 2023 Q1 2023
Atlas Brown,Inc.

BUY
 -
104
+ 1.39%
$22.4K - $27.5K
7.58K $2.84M
May 11, 2023 Q1 2023
Loomis Sayles & CO L P

BUY
 -
104
+ 142.47%
$22.4K - $27.5K
177 $66.4K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
103
+ 1.27%
$22.1K - $27.2K
8.23K $3.09M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
101
New
$21.7K - $26.7K
101 $37.9K
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
101
+ 1.03%
$21.7K - $26.7K
9.91K $3.72M
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
100
+ 0.55%
$21.5K - $26.5K
18.1K $6.8M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
100
+ 0.37%
$21.5K - $26.5K
26.8K $10M
May 03, 2023 Q1 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
100
+ 8.83%
$21.5K - $26.5K
1.23K $462K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
100
+ 73.53%
$21.5K - $26.5K
236 $88.5K

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