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 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
108+ 5.11% |
$30.1K - $39.6K
|
2.22K
$894K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
108+ 2.69% |
$30.1K - $39.6K
|
4.13K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
106+ 7.29% |
$29.5K - $38.8K
|
1.56K
$628K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
105+ 11.67% |
$29.3K - $38.5K
|
1.01K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
104+ 9.98% |
$29K - $38.1K
|
1.15K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
104+ 297.14% |
$29K - $38.1K
|
139
$55.9K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
103+ 8.9% |
$28.7K - $37.7K
|
1.26K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
102+ 24.0% |
$28.4K - $37.4K
|
527
$212K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
102+ 7.67% |
$28.4K - $37.4K
|
1.43K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
101+ 2.6% |
$28.1K - $37K
|
3.98K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
100+ 2.35% |
$27.9K - $36.6K
|
4.35K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 5.26% |
$27.9K - $36.6K
|
2K
$804K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 40.0% |
$27.9K - $36.6K
|
350
$141K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
100+ 1.64% |
$27.9K - $36.6K
|
6.21K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 14.33% |
$27.9K - $36.6K
|
798
$321K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
100+ 2.21% |
$27.9K - $36.6K
|
4.63K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
100+ 6.03% |
$27.9K - $36.6K
|
1.76K
$707K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 11.11% |
$27.9K - $36.6K
|
1K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100+ 12.63% |
$27.9K - $36.6K
|
892
$359K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
100+ 3.33% |
$27.9K - $36.6K
|
3.1K
$1.25M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 7.88% |
$27.9K - $36.6K
|
1.37K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
99+ 2.81% |
$27.6K - $36.3K
|
3.63K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
98+ 2.74% |
$27.3K - $35.9K
|
3.67K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
98+ 1.91% |
$27.3K - $35.9K
|
5.24K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
97+ 0.92% |
$27K - $35.5K
|
10.7K
$4.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
97+ 11.69% |
$27K - $35.5K
|
927
$373K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
95+ 3.62% |
$26.5K - $34.8K
|
2.72K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
94+ 4.06% |
$26.2K - $34.4K
|
2.41K
$969K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94+ 10.59% |
$26.2K - $34.4K
|
982
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
93+ 7.29% |
$25.9K - $34.1K
|
1.37K
$551K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
91+ 3.77% |
$25.4K - $33.3K
|
2.51K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
90+ 10.86% |
$25.1K - $33K
|
919
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
89+ 7.97% |
$24.8K - $32.6K
|
1.21K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
89+ 1.72% |
$24.8K - $32.6K
|
5.27K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
89+ 4.76% |
$24.8K - $32.6K
|
1.96K
$787K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
89+ 4.9% |
$24.8K - $32.6K
|
1.91K
$767K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
88+ 15.41% |
$24.5K - $32.2K
|
659
$265K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
88+ 11.15% |
$24.5K - $32.2K
|
877
$353K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
87+ 10.36% |
$24.2K - $31.9K
|
927
$373K
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
87+ 9.11% |
$24.2K - $31.9K
|
1.04K
$419K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
86+ 1.4% |
$24K - $31.5K
|
6.22K
$2.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
86+ 2.38% |
$24K - $31.5K
|
3.69K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
86+ 0.83% |
$24K - $31.5K
|
10.4K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
86+ 3.17% |
$24K - $31.5K
|
2.8K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
85+ 7.18% |
$23.7K - $31.1K
|
1.27K
$510K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
85+ 2.84% |
$23.7K - $31.1K
|
3.08K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
84+ 0.21% |
$23.4K - $30.8K
|
39.9K
$16M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
84+ 2.0% |
$23.4K - $30.8K
|
4.29K
$1.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
83+ 2.63% |
$23.1K - $30.4K
|
3.24K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
83+ 4.69% |
$23.1K - $30.4K
|
1.85K
$744K
|