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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
615+ 4.11% |
$171K - $225K
|
15.6K
$5.85M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
615New |
$171K - $225K
|
615
$231K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
614New |
$171K - $225K
|
614
$231K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
612New |
$171K - $224K
|
612
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
611+ 0.85% |
$170K - $224K
|
72.4K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
611New |
$170K - $224K
|
611
$230K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
610New |
$170K - $224K
|
610
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
609New |
$170K - $223K
|
609
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
608New |
$169K - $223K
|
608
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
606New |
$169K - $222K
|
606
$228K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
606New |
$169K - $222K
|
606
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
605+ 2.61% |
$169K - $222K
|
23.8K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
605New |
$169K - $222K
|
605
$227K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
604New |
$168K - $221K
|
604
$227K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
604New |
$168K - $221K
|
604
$227K
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
600New |
$167K - $220K
|
600
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
600New |
$167K - $220K
|
600
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
600New |
$167K - $220K
|
600
$225K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
600+ 8.93% |
$167K - $220K
|
7.32K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
600New |
$167K - $220K
|
600
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
598New |
$167K - $219K
|
598
$225K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
598+ 3.89% |
$167K - $219K
|
16K
$6M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
597New |
$166K - $219K
|
597
$224K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
597+ 56.32% |
$166K - $219K
|
1.66K
$623K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
595New |
$166K - $218K
|
595
$224K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
595New |
$166K - $218K
|
595
$224K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
592New |
$165K - $217K
|
592
$222K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
591New |
$165K - $217K
|
591
$222K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
591New |
$165K - $217K
|
591
$222K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
589+ 20.47% |
$164K - $216K
|
3.47K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
588+ 31.11% |
$164K - $215K
|
2.48K
$931K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
588New |
$164K - $215K
|
588
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
585New |
$163K - $214K
|
585
$220K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
585New |
$163K - $214K
|
585
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
584New |
$163K - $214K
|
584
$219K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
582+ 48.5% |
$162K - $213K
|
1.78K
$670K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
580New |
$162K - $213K
|
580
$218K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
577New |
$161K - $211K
|
577
$217K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
576New |
$160K - $211K
|
576
$216K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
575New |
$160K - $211K
|
575
$216K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
575New |
$160K - $211K
|
575
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
574New |
$160K - $210K
|
574
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
573New |
$160K - $210K
|
573
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
BUY
|
- |
572+ 3.1% |
$159K - $210K
|
19K
$7.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
572New |
$159K - $210K
|
572
$215K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
571New |
$159K - $209K
|
571
$215K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
570+ 14.2% |
$159K - $209K
|
4.58K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
570+ 0.42% |
$159K - $209K
|
137K
$51.4M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
570New |
$159K - $209K
|
570
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
568New |
$158K - $208K
|
568
$213K
|