Purchases and Sales Made in Q1 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2024. 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, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
888K+ 62.44% |
$247M - $325M
|
2.31M
$868M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
555KNew |
$155M - $203M
|
555K
$209M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
347K+ 3.51% |
$96.6M - $127M
|
10.2M
$3.84B
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
307K+ 306.87% |
$85.7M - $113M
|
408K
$153M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
284K+ 118.38% |
$79.2M - $104M
|
524K
$197M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
265KNew |
$73.8M - $97M
|
265K
$99.5M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
244K+ 99.94% |
$68.1M - $89.5M
|
489K
$184M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
212K+ 527.38% |
$58.9M - $77.5M
|
252K
$94.6M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
211K+ 8.95% |
$58.8M - $77.4M
|
2.57M
$966M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
203K+ 2.49% |
$56.5M - $74.2M
|
8.34M
$3.13B
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
193K+ 266.87% |
$53.9M - $70.8M
|
266K
$99.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139K+ 6.91% |
$38.7M - $50.8M
|
2.15M
$806M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
135KNew |
$37.6M - $49.5M
|
135K
$50.8M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
130K+ 26.86% |
$36.1M - $47.5M
|
612K
$230M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
120K+ 776.25% |
$33.4M - $44M
|
135K
$50.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
119K+ 6.28% |
$33.2M - $43.7M
|
2.02M
$759M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
115K+ 9.76% |
$32.2M - $42.3M
|
1.3M
$488M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
107K+ 195.02% |
$29.9M - $39.3M
|
162K
$60.9M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
102KNew |
$28.4M - $37.4M
|
102K
$38.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
98.5KNew |
$27.5M - $36.1M
|
98.5K
$37M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
95.9K+ 12.5% |
$26.7M - $35.1M
|
863K
$324M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.6K+ 23.94% |
$26.6M - $35M
|
495K
$186M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
95KNew |
$26.5M - $34.8M
|
95K
$35.7M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
94.5K+ 67.24% |
$26.3M - $34.6M
|
235K
$88.3M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
90.8K+ 171.28% |
$25.3M - $33.3M
|
144K
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
88.5K+ 180.97% |
$24.7M - $32.4M
|
137K
$51.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
85.6K+ 4.86% |
$23.9M - $31.4M
|
1.85M
$694M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
79.6KNew |
$22.2M - $29.2M
|
79.6K
$29.9M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
79.5K+ 15.83% |
$22.2M - $29.1M
|
582K
$219M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
79KNew |
$22M - $28.9M
|
79K
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
76K+ 63.05% |
$21.2M - $27.9M
|
197K
$73.9M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
70.8K+ 2.5% |
$19.7M - $25.9M
|
2.9M
$1.09B
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
70.7KNew |
$19.7M - $25.9M
|
70.7K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
68.4K+ 2476.44% |
$19.1M - $25.1M
|
71.2K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
65.1K+ 37.82% |
$18.1M - $23.9M
|
237K
$89.2M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
62.3K+ 15.0% |
$17.4M - $22.8M
|
478K
$180M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
60.7K+ 80.4% |
$16.9M - $22.3M
|
136K
$51.2M
|
|
|
May 13, 2024
Q1 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
60.3K+ 152.67% |
$16.8M - $22.1M
|
99.8K
$37.5M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
58.3K+ 299.08% |
$16.2M - $21.4M
|
77.8K
$29.2M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
56.1K+ 16.28% |
$15.6M - $20.5M
|
400K
$151M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
55.9K+ 26.39% |
$15.6M - $20.5M
|
268K
$101M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
51.5K+ 5.07% |
$14.3M - $18.9M
|
1.07M
$401M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
44.3K+ 8.07% |
$12.3M - $16.2M
|
594K
$223M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
43.6K+ 6.14% |
$12.2M - $16M
|
754K
$283M
|
|
|
May 10, 2024
Q1 2024
|
M&G PLC
London, X0 |
BUY
|
- |
41KNew |
$11.4M - $15M
|
41K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.8K+ 26.7% |
$11.1M - $14.6M
|
189K
$71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.5K+ 68.78% |
$10.7M - $14.1M
|
94.4K
$35.5M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
38K+ 19.96% |
$10.6M - $13.9M
|
228K
$85.8M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
37.6K+ 4152.87% |
$10.5M - $13.8M
|
38.5K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
36.4KNew |
$10.1M - $13.3M
|
36.4K
$13.7M
|