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 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
329+ 1.34% |
$91.7K - $121K
|
24.9K
$9.05M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
326+ 3.78% |
$90.8K - $119K
|
8.95K
$3.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
326+ 23.02% |
$90.8K - $119K
|
1.74K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
325+ 6.99% |
$90.6K - $119K
|
4.98K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
325+ 9.62% |
$90.6K - $119K
|
3.7K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
320+ 26.02% |
$89.2K - $117K
|
1.55K
$564K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
318+ 4.89% |
$88.6K - $117K
|
6.83K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
317+ 2.49% |
$88.3K - $116K
|
13.1K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
317+ 15.92% |
$88.3K - $116K
|
2.31K
$840K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
315+ 3.68% |
$87.8K - $115K
|
8.89K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
312+ 0.87% |
$86.9K - $114K
|
36.2K
$13.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
312+ 23.93% |
$86.9K - $114K
|
1.62K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
310+ 43.24% |
$86.4K - $114K
|
1.03K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
308+ 15.86% |
$85.8K - $113K
|
2.25K
$819K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
305+ 33.89% |
$85K - $112K
|
1.21K
$438K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
305+ 3.65% |
$85K - $112K
|
8.65K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
303+ 7.85% |
$84.4K - $111K
|
4.16K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
302+ 1041.38% |
$84.1K - $111K
|
331
$120K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
302+ 4.75% |
$84.1K - $111K
|
6.66K
$2.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
301+ 7.6% |
$83.9K - $110K
|
4.26K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
300+ 24.31% |
$83.6K - $110K
|
1.53K
$558K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
300+ 62.5% |
$83.6K - $110K
|
780
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
299+ 1.47% |
$83.3K - $110K
|
20.6K
$7.51M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
299New |
$83.3K - $110K
|
299
$109K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
295+ 0.97% |
$82.2K - $108K
|
30.6K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
293+ 40.69% |
$81.6K - $107K
|
1.01K
$369K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
290+ 10.87% |
$80.8K - $106K
|
2.96K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
290+ 2.38% |
$80.8K - $106K
|
12.5K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
284+ 6.93% |
$79.1K - $104K
|
4.38K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
282+ 1.52% |
$78.6K - $103K
|
18.8K
$6.83M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
280New |
$78K - $103K
|
280
$102K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
279+ 23.7% |
$77.7K - $102K
|
1.46K
$530K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
279+ 21.09% |
$77.7K - $102K
|
1.6K
$583K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
279+ 33.82% |
$77.7K - $102K
|
1.1K
$402K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
278+ 3475.0% |
$77.5K - $102K
|
286
$104K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
278+ 2.52% |
$77.5K - $102K
|
11.3K
$4.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
275+ 4.42% |
$76.6K - $101K
|
6.5K
$2.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
275+ 6.19% |
$76.6K - $101K
|
4.72K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
275+ 18.33% |
$76.6K - $101K
|
1.78K
$646K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
274+ 12.34% |
$76.3K - $100K
|
2.5K
$908K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
266+ 1.2% |
$74.1K - $97.5K
|
22.5K
$8.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
262+ 36.9% |
$73K - $96K
|
972
$354K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
261+ 5.78% |
$72.7K - $95.6K
|
4.77K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
260+ 3.71% |
$72.4K - $95.3K
|
7.27K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
259+ 1.89% |
$72.2K - $94.9K
|
14K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
259+ 10.97% |
$72.2K - $94.9K
|
2.62K
$954K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
258+ 3.63% |
$71.9K - $94.5K
|
7.36K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
257+ 2.06% |
$71.6K - $94.2K
|
12.7K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
257+ 5.67% |
$71.6K - $94.2K
|
4.79K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
254+ 18.97% |
$70.8K - $93.1K
|
1.59K
$580K
|