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 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
74+ 12.48% |
$20.6K - $27.1K
|
667
$251K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
74+ 5.45% |
$20.6K - $27.1K
|
1.43K
$538K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
73+ 9.0% |
$20.3K - $26.7K
|
884
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
72+ 1.52% |
$20.1K - $26.4K
|
4.81K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
72+ 7.27% |
$20.1K - $26.4K
|
1.06K
$399K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
72+ 5.72% |
$20.1K - $26.4K
|
1.33K
$500K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
72+ 7.8% |
$20.1K - $26.4K
|
995
$374K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
71+ 3.3% |
$19.8K - $26K
|
2.22K
$835K
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
70+ 7.42% |
$19.5K - $25.7K
|
1.01K
$381K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
70+ 5.01% |
$19.5K - $25.7K
|
1.47K
$551K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
70+ 1.0% |
$19.5K - $25.7K
|
7.07K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
70+ 3.34% |
$19.5K - $25.7K
|
2.17K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70+ 0.0% |
$19.5K - $25.7K
|
7.2M
$2.71B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70+ 0.0% |
$19.5K - $25.7K
|
7.2M
$2.71B
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
69+ 8.95% |
$19.2K - $25.3K
|
840
$316K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
69+ 7.42% |
$19.2K - $25.3K
|
999
$375K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
68+ 8.3% |
$18.9K - $24.9K
|
887
$333K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
67+ 6.49% |
$18.7K - $24.6K
|
1.1K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
67+ 2.82% |
$18.7K - $24.6K
|
2.45K
$919K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
65+ 6.23% |
$18.1K - $23.8K
|
1.11K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
65+ 7.47% |
$18.1K - $23.8K
|
935
$351K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 1.26% |
$18.1K - $23.8K
|
5.22K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
64+ 0.54% |
$17.8K - $23.5K
|
11.9K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
64+ 7.53% |
$17.8K - $23.5K
|
914
$343K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
63+ 2.84% |
$17.6K - $23.1K
|
2.28K
$858K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
62+ 6.88% |
$17.3K - $22.7K
|
963
$362K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
62+ 3.02% |
$17.3K - $22.7K
|
2.11K
$794K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 3.43% |
$16.7K - $22K
|
1.81K
$680K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
60+ 1.51% |
$16.7K - $22K
|
4.04K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
60+ 0.6% |
$16.7K - $22K
|
10.1K
$3.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
59+ 1.42% |
$16.4K - $21.6K
|
4.2K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
58+ 6.47% |
$16.2K - $21.3K
|
954
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58+ 3.15% |
$16.2K - $21.3K
|
1.9K
$713K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
58+ 5.97% |
$16.2K - $21.3K
|
1.03K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
57+ 2.36% |
$15.9K - $20.9K
|
2.48K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
57+ 1.89% |
$15.9K - $20.9K
|
3.08K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56+ 0.38% |
$15.6K - $20.5K
|
14.6K
$5.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
56+ 4.58% |
$15.6K - $20.5K
|
1.28K
$481K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
55+ 3.82% |
$15.3K - $20.2K
|
1.5K
$562K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
54+ 1.54% |
$15K - $19.8K
|
3.55K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
54+ 16.93% |
$15K - $19.8K
|
373
$140K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 1.84% |
$14.8K - $19.4K
|
2.93K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
53+ 4.35% |
$14.8K - $19.4K
|
1.27K
$477K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52+ 3.04% |
$14.5K - $19.1K
|
1.76K
$663K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
51+ 0.2% |
$14.2K - $18.7K
|
25.8K
$9.7M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
51+ 4.96% |
$14.2K - $18.7K
|
1.08K
$406K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50+ 1.85% |
$13.9K - $18.3K
|
2.75K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
50+ 2.84% |
$13.9K - $18.3K
|
1.81K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
50+ 1.41% |
$13.9K - $18.3K
|
3.6K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 1.69% |
$13.9K - $18.3K
|
3K
$1.13M
|