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 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
137+ 11.58% |
$38.2K - $50.2K
|
1.32K
$480K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
135+ 5.19% |
$37.6K - $49.5K
|
2.74K
$996K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
135+ 8.93% |
$37.6K - $49.5K
|
1.65K
$599K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
135+ 12.41% |
$37.6K - $49.5K
|
1.22K
$445K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129New |
$35.9K - $47.3K
|
129
$46.9K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
129+ 2.09% |
$35.9K - $47.3K
|
6.3K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
129+ 0.24% |
$35.9K - $47.3K
|
54.8K
$19.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
128+ 17.11% |
$35.7K - $46.9K
|
876
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
127+ 2.51% |
$35.4K - $46.5K
|
5.18K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
127+ 3.17% |
$35.4K - $46.5K
|
4.13K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
127+ 0.47% |
$35.4K - $46.5K
|
27.1K
$9.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
125+ 6.5% |
$34.8K - $45.8K
|
2.05K
$745K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
125+ 3.75% |
$34.8K - $45.8K
|
3.46K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
125+ 8.71% |
$34.8K - $45.8K
|
1.56K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
125+ 4.39% |
$34.8K - $45.8K
|
2.97K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
125+ 7.92% |
$34.8K - $45.8K
|
1.7K
$620K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
125+ 1.03% |
$34.8K - $45.8K
|
12.2K
$4.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
124+ 3.03% |
$34.6K - $45.4K
|
4.21K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
124+ 17.56% |
$34.6K - $45.4K
|
830
$302K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
124+ 4.54% |
$34.6K - $45.4K
|
2.85K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
123+ 1.12% |
$34.3K - $45.1K
|
11.1K
$4.03M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
123+ 15.47% |
$34.3K - $45.1K
|
918
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
121+ 13.12% |
$33.7K - $44.3K
|
1.04K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
121+ 8.69% |
$33.7K - $44.3K
|
1.51K
$551K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
121+ 7.97% |
$33.7K - $44.3K
|
1.64K
$597K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
120+ 12.08% |
$33.4K - $44K
|
1.11K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
120+ 1.79% |
$33.4K - $44K
|
6.83K
$2.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
119+ 0.57% |
$33.2K - $43.6K
|
21.1K
$7.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
119+ 0.45% |
$33.2K - $43.6K
|
26.7K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
119New |
$33.2K - $43.6K
|
119
$43.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
118+ 6.92% |
$32.9K - $43.2K
|
1.82K
$663K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
117+ 7.01% |
$32.6K - $42.9K
|
1.79K
$650K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
116+ 5.96% |
$32.3K - $42.5K
|
2.06K
$750K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
116+ 13.03% |
$32.3K - $42.5K
|
1.01K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
115+ 0.94% |
$32K - $42.1K
|
12.4K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
115+ 2.61% |
$32K - $42.1K
|
4.52K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
114+ 6.25% |
$31.8K - $41.8K
|
1.94K
$706K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
113+ 3.58% |
$31.5K - $41.4K
|
3.27K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
111+ 2.2% |
$30.9K - $40.7K
|
5.15K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
110+ 3.31% |
$30.6K - $40.3K
|
3.44K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
108+ 5.11% |
$30.1K - $39.6K
|
2.22K
$809K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
108+ 2.69% |
$30.1K - $39.6K
|
4.13K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
106+ 7.29% |
$29.5K - $38.8K
|
1.56K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
105+ 11.67% |
$29.3K - $38.5K
|
1.01K
$366K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
104+ 9.98% |
$29K - $38.1K
|
1.15K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
104+ 297.14% |
$29K - $38.1K
|
139
$50.6K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
103+ 8.9% |
$28.7K - $37.7K
|
1.26K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
102+ 24.0% |
$28.4K - $37.4K
|
527
$192K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
102+ 7.67% |
$28.4K - $37.4K
|
1.43K
$521K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
101+ 2.6% |
$28.1K - $37K
|
3.98K
$1.45M
|