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 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
568+ 34.59% |
$158K - $208K
|
2.21K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
567+ 17.27% |
$158K - $208K
|
3.85K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
567New |
$158K - $208K
|
567
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
566+ 17.55% |
$158K - $207K
|
3.79K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
566New |
$158K - $207K
|
566
$213K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
566New |
$158K - $207K
|
566
$213K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
564New |
$157K - $207K
|
564
$212K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
564New |
$157K - $207K
|
564
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
563New |
$157K - $206K
|
563
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
563New |
$157K - $206K
|
563
$212K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
563New |
$157K - $206K
|
563
$212K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
561New |
$156K - $206K
|
561
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
560New |
$156K - $205K
|
560
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
558+ 1.46% |
$155K - $204K
|
38.7K
$14.6M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
556New |
$155K - $204K
|
556
$209K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
556+ 8.69% |
$155K - $204K
|
6.95K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
556New |
$155K - $204K
|
556
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
555+ 17.44% |
$155K - $203K
|
3.74K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
554New |
$154K - $203K
|
554
$208K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
553+ 10.94% |
$154K - $203K
|
5.61K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
552New |
$154K - $202K
|
552
$207K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
551New |
$154K - $202K
|
551
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
550New |
$153K - $202K
|
550
$207K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
550New |
$153K - $202K
|
550
$207K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
548New |
$153K - $201K
|
548
$206K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
531+ 5.12% |
$148K - $195K
|
10.9K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
526New |
$147K - $193K
|
526
$198K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
523+ 3.87% |
$146K - $192K
|
14K
$5.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
522+ 1.33% |
$145K - $191K
|
39.8K
$14.9M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
522+ 6.08% |
$145K - $191K
|
9.1K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
516+ 13.79% |
$144K - $189K
|
4.26K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
514+ 2.89% |
$143K - $188K
|
18.3K
$6.89M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
513+ 4.87% |
$143K - $188K
|
11K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
513+ 19.35% |
$143K - $188K
|
3.16K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
508+ 0.65% |
$142K - $186K
|
78.6K
$29.6M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
503+ 1.08% |
$140K - $184K
|
47.2K
$17.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
500+ 3.63% |
$139K - $183K
|
14.3K
$5.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$139K - $183K
|
500
$188K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
500+ 12.93% |
$139K - $183K
|
4.37K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
499+ 72.21% |
$139K - $183K
|
1.19K
$447K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
496+ 16.24% |
$138K - $182K
|
3.55K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
495+ 3.71% |
$138K - $181K
|
13.8K
$5.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
490+ 1.99% |
$137K - $180K
|
25.1K
$9.42M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
489+ 2.44% |
$136K - $179K
|
20.5K
$7.71M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
489+ 2.29% |
$136K - $179K
|
21.8K
$8.2M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
489+ 10.95% |
$136K - $179K
|
4.96K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
485New |
$135K - $178K
|
485
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
485+ 34.28% |
$135K - $178K
|
1.9K
$714K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
477+ 13.6% |
$133K - $175K
|
3.98K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
475+ 3.21% |
$132K - $174K
|
15.3K
$5.75M
|