Purchases and Sales Made in Q1 2023 in Caterpillar Inc (CAT)
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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 3.74% |
$22.1K - $27.2K
|
2.65K
$994K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-104- 0.92% |
$22.4K - $27.5K
|
11.3K
$4.22M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-104- 17.51% |
$22.4K - $27.5K
|
490
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 6.02% |
$22.6K - $27.8K
|
1.64K
$615K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106- 0.23% |
$22.8K - $28K
|
46.4K
$17.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-106- 1.8% |
$22.8K - $28K
|
5.78K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-106- 0.55% |
$22.8K - $28K
|
19.3K
$7.22M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-106- 5.2% |
$22.8K - $28K
|
1.93K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-109- 9.14% |
$23.4K - $28.8K
|
1.08K
$406K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-109- 4.14% |
$23.4K - $28.8K
|
2.52K
$946K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-110- 2.08% |
$23.7K - $29.1K
|
5.18K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-110- 6.55% |
$23.7K - $29.1K
|
1.57K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-110- 7.82% |
$23.7K - $29.1K
|
1.3K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-110- 0.94% |
$23.7K - $29.1K
|
11.5K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-110- 3.11% |
$23.7K - $29.1K
|
3.43K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-111- 0.5% |
$23.9K - $29.4K
|
22.1K
$8.3M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-111- 1.14% |
$23.9K - $29.4K
|
9.63K
$3.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-112- 16.67% |
$24.1K - $29.6K
|
560
$210K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-114- 0.75% |
$24.5K - $30.2K
|
15K
$5.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-115- 7.53% |
$24.7K - $30.4K
|
1.41K
$529K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-115- 0.24% |
$24.7K - $30.4K
|
48.2K
$18.1M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-115- 1.74% |
$24.7K - $30.4K
|
6.48K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-116- 0.67% |
$24.9K - $30.7K
|
17.3K
$6.49M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-117- 1.86% |
$25.2K - $31K
|
6.18K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-117- 2.99% |
$25.2K - $31K
|
3.79K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-118- 5.89% |
$25.4K - $31.2K
|
1.89K
$707K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-119- 8.26% |
$25.6K - $31.5K
|
1.32K
$496K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-119- 3.59% |
$25.6K - $31.5K
|
3.2K
$1.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-120- 6.02% |
$25.8K - $31.7K
|
1.87K
$702K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-120- 7.82% |
$25.8K - $31.7K
|
1.41K
$530K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-120- 80.54% |
$25.8K - $31.7K
|
29
$10.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-121- 3.03% |
$26K - $32K
|
3.87K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-121- 4.54% |
$26K - $32K
|
2.54K
$954K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-122- 7.35% |
$26.2K - $32.3K
|
1.54K
$576K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-124- 5.32% |
$26.7K - $32.8K
|
2.21K
$827K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-124- 5.85% |
$26.7K - $32.8K
|
1.99K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-124- 10.62% |
$26.7K - $32.8K
|
1.04K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-124- 5.18% |
$26.7K - $32.8K
|
2.27K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-124- 1.85% |
$26.7K - $32.8K
|
6.6K
$2.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 2.14% |
$26.9K - $33.1K
|
5.71K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-125- 5.96% |
$26.9K - $33.1K
|
1.97K
$739K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 0.94% |
$26.9K - $33.1K
|
13.2K
$4.94M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-125- 6.31% |
$26.9K - $33.1K
|
1.86K
$696K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-126- 0.48% |
$27.1K - $33.3K
|
26.4K
$9.89M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-128- 14.88% |
$27.5K - $33.9K
|
732
$274K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-130- 6.36% |
$28K - $34.4K
|
1.92K
$718K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-131- 15.96% |
$28.2K - $34.7K
|
690
$259K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-132- 23.36% |
$28.4K - $34.9K
|
433
$162K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-132- 2.16% |
$28.4K - $34.9K
|
5.99K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-132- 8.6% |
$28.4K - $34.9K
|
1.4K
$526K
|