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 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
187+ 11.87% |
$52.1K - $68.5K
|
1.76K
$662K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
186+ 3.36% |
$51.8K - $68.2K
|
5.72K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
186New |
$51.8K - $68.2K
|
186
$69.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
185+ 4.12% |
$51.5K - $67.8K
|
4.68K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
184+ 7.07% |
$51.3K - $67.4K
|
2.79K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
184+ 4.37% |
$51.3K - $67.4K
|
4.39K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
182+ 0.99% |
$50.7K - $66.7K
|
18.6K
$6.98M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
181+ 23.82% |
$50.4K - $66.3K
|
941
$354K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
181+ 3.69% |
$50.4K - $66.3K
|
5.08K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
179+ 9.5% |
$49.9K - $65.6K
|
2.06K
$776K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
178+ 4.16% |
$49.6K - $65.2K
|
4.45K
$1.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
177+ 0.43% |
$49.3K - $64.9K
|
41.1K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
177+ 4.8% |
$49.3K - $64.9K
|
3.86K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
177+ 16.47% |
$49.3K - $64.9K
|
1.25K
$471K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
175+ 11.99% |
$48.8K - $64.1K
|
1.63K
$614K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
172+ 2.88% |
$47.9K - $63K
|
6.15K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
169+ 3.35% |
$47.1K - $61.9K
|
5.22K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
167+ 8.29% |
$46.5K - $61.2K
|
2.18K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
165+ 19.67% |
$46K - $60.5K
|
1K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
164+ 7.46% |
$45.7K - $60.1K
|
2.36K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
164+ 17.85% |
$45.7K - $60.1K
|
1.08K
$407K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
163+ 4.25% |
$45.4K - $59.7K
|
4K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
161+ 10.39% |
$44.9K - $59K
|
1.71K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
160+ 0.84% |
$44.6K - $58.6K
|
19.3K
$7.25M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
160+ 2.16% |
$44.6K - $58.6K
|
7.57K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
160+ 6.43% |
$44.6K - $58.6K
|
2.65K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
159+ 16.77% |
$44.3K - $58.3K
|
1.11K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
158+ 87.29% |
$44K - $57.9K
|
339
$127K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
157+ 16.76% |
$43.7K - $57.5K
|
1.09K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
156+ 12.17% |
$43.5K - $57.2K
|
1.44K
$540K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
154+ 7.57% |
$42.9K - $56.4K
|
2.19K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
154+ 9.5% |
$42.9K - $56.4K
|
1.78K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
151+ 4.06% |
$42.1K - $55.3K
|
3.87K
$1.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
151+ 4.66% |
$42.1K - $55.3K
|
3.39K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
151+ 12.83% |
$42.1K - $55.3K
|
1.33K
$499K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
151+ 10.76% |
$42.1K - $55.3K
|
1.55K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
149+ 2.72% |
$41.5K - $54.6K
|
5.64K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
148+ 3.36% |
$41.2K - $54.2K
|
4.56K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
146+ 17.74% |
$40.7K - $53.5K
|
969
$364K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
143+ 23.25% |
$39.8K - $52.4K
|
758
$285K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
143+ 6.85% |
$39.8K - $52.4K
|
2.23K
$838K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
142+ 7.66% |
$39.6K - $52K
|
2K
$750K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
141+ 10.87% |
$39.3K - $51.7K
|
1.44K
$540K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
141+ 6.98% |
$39.3K - $51.7K
|
2.16K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
141+ 4.41% |
$39.3K - $51.7K
|
3.34K
$1.25M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
140+ 1.27% |
$39K - $51.3K
|
11.2K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
140+ 1.53% |
$39K - $51.3K
|
9.26K
$3.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
140New |
$39K - $51.3K
|
140
$52.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
140+ 13.21% |
$39K - $51.3K
|
1.2K
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
140+ 0.5% |
$39K - $51.3K
|
27.9K
$10.5M
|