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
|
Schnieders Capital Management LLC
|
BUY
|
- |
250+ 2.5% |
$69.7K - $91.6K
|
10.3K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
250+ 1.41% |
$69.7K - $91.6K
|
18K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
250+ 2.63% |
$69.7K - $91.6K
|
9.75K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
248+ 82.67% |
$69.1K - $90.9K
|
548
$199K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
247+ 6.99% |
$68.8K - $90.5K
|
3.78K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
247+ 32.29% |
$68.8K - $90.5K
|
1.01K
$368K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
245+ 28.89% |
$68.3K - $89.8K
|
1.09K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
244+ 9.97% |
$68K - $89.4K
|
2.69K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
243+ 4.31% |
$67.7K - $89K
|
5.88K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
242+ 18.6% |
$67.4K - $88.7K
|
1.54K
$561K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
241+ 8.98% |
$67.1K - $88.3K
|
2.93K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
240+ 7.11% |
$66.9K - $87.9K
|
3.62K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
229+ 1.55% |
$63.8K - $83.9K
|
15K
$5.47M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
226+ 13.69% |
$63K - $82.8K
|
1.88K
$683K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
225+ 5.0% |
$62.7K - $82.4K
|
4.72K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
220+ 0.91% |
$61.3K - $80.6K
|
24.4K
$8.87M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
220+ 14.68% |
$61.3K - $80.6K
|
1.72K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
217+ 9.64% |
$60.5K - $79.5K
|
2.47K
$898K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
215+ 5.35% |
$59.9K - $78.8K
|
4.23K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
213+ 6.61% |
$59.3K - $78K
|
3.43K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
213+ 0.5% |
$59.3K - $78K
|
42.7K
$15.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
212+ 8.32% |
$59.1K - $77.7K
|
2.76K
$1M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
211+ 0.24% |
$58.8K - $77.3K
|
89.6K
$32.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
210+ 1.73% |
$58.5K - $77K
|
12.3K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
208+ 6.38% |
$58K - $76.2K
|
3.47K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
208+ 44.16% |
$58K - $76.2K
|
679
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
207+ 8.03% |
$57.7K - $75.9K
|
2.79K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
206+ 5.85% |
$57.4K - $75.5K
|
3.73K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
205+ 2.35% |
$57.1K - $75.1K
|
8.93K
$3.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
205+ 25.53% |
$57.1K - $75.1K
|
1.01K
$367K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
204+ 14.0% |
$56.8K - $74.8K
|
1.66K
$604K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$55.7K - $73.3K
|
200
$72.8K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
200+ 8.18% |
$55.7K - $73.3K
|
2.65K
$962K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200+ 14.48% |
$55.7K - $73.3K
|
1.58K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
200+ 5.44% |
$55.7K - $73.3K
|
3.88K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
200New |
$55.7K - $73.3K
|
200
$72.8K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
199+ 21.1% |
$55.4K - $72.9K
|
1.14K
$416K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
198+ 14.77% |
$55.2K - $72.6K
|
1.54K
$560K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
196+ 3.54% |
$54.6K - $71.8K
|
5.74K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
195+ 0.95% |
$54.3K - $71.5K
|
20.8K
$7.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
195+ 3.96% |
$54.3K - $71.5K
|
5.12K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
194+ 22.53% |
$54.1K - $71.1K
|
1.06K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
192+ 20.49% |
$53.5K - $70.4K
|
1.13K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
191+ 3.49% |
$53.2K - $70K
|
5.66K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
191+ 2.06% |
$53.2K - $70K
|
9.48K
$3.45M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
190+ 10.23% |
$52.9K - $69.6K
|
2.05K
$745K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
189+ 0.54% |
$52.7K - $69.3K
|
34.9K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
189+ 3.57% |
$52.7K - $69.3K
|
5.48K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
188+ 1.49% |
$52.4K - $68.9K
|
12.8K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
188+ 0.48% |
$52.4K - $68.9K
|
39.1K
$14.2M
|