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
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
35KNew |
$9.75M - $12.8M
|
35K
$13.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
34.9KNew |
$9.73M - $12.8M
|
34.9K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
34.3K+ 1575.46% |
$9.57M - $12.6M
|
36.5K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
33.5K+ 2065.54% |
$9.33M - $12.3M
|
35.1K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.3K+ 1.04% |
$8.99M - $11.8M
|
3.14M
$1.18B
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
32.1K+ 14.83% |
$8.96M - $11.8M
|
249K
$93.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
29.1KNew |
$8.11M - $10.7M
|
29.1K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
28.9K+ 23.5% |
$8.05M - $10.6M
|
152K
$57.1M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.7K+ 385.91% |
$7.71M - $10.1M
|
34.9K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.5KNew |
$7.67M - $10.1M
|
27.5K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27.5K+ 13.76% |
$7.66M - $10.1M
|
227K
$85.4M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
27K+ 1298.03% |
$7.53M - $9.9M
|
29.1K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
26.7KNew |
$7.44M - $9.79M
|
26.7K
$10M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
26.7KNew |
$7.43M - $9.77M
|
26.7K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.6K+ 0.82% |
$7.41M - $9.75M
|
3.29M
$1.24B
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
25.9K+ 6.34% |
$7.21M - $9.48M
|
434K
$163M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.6KNew |
$7.12M - $9.37M
|
25.6K
$9.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
25.2K+ 20.83% |
$7.03M - $9.25M
|
146K
$55M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.8K+ 3.41% |
$6.91M - $9.09M
|
753K
$283M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
24.4KNew |
$6.8M - $8.94M
|
24.4K
$9.17M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.9K+ 282.78% |
$6.66M - $8.76M
|
32.4K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.7K+ 0.07% |
$6.59M - $8.67M
|
33.5M
$12.6B
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
23.5KNew |
$6.55M - $8.61M
|
23.5K
$8.83M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23K+ 12.73% |
$6.41M - $8.43M
|
204K
$76.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.9K+ 31.66% |
$6.39M - $8.4M
|
95.4K
$35.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
21.8KNew |
$6.08M - $8M
|
21.8K
$8.2M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
21.8K+ 11.68% |
$6.08M - $7.99M
|
209K
$78.4M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.3K+ 1220.8% |
$5.64M - $7.42M
|
21.9K
$8.23M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
20.1K+ 4.02% |
$5.61M - $7.38M
|
521K
$196M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.8KNew |
$5.52M - $7.27M
|
19.8K
$7.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19.3K+ 17.84% |
$5.39M - $7.08M
|
128K
$48M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 24.39% |
$4.95M - $6.52M
|
90.7K
$34.1M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
16.4K+ 90.46% |
$4.57M - $6.01M
|
34.5K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
16.2K+ 3.34% |
$4.52M - $5.95M
|
502K
$189M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
16.1K+ 91.4% |
$4.5M - $5.91M
|
33.8K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
16.1K+ 26.04% |
$4.48M - $5.89M
|
77.8K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
15.6K+ 4.41% |
$4.34M - $5.7M
|
368K
$138M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.5K+ 6.34% |
$4.32M - $5.69M
|
260K
$97.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 1306.16% |
$4.32M - $5.68M
|
16.7K
$6.27M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15.2K+ 73.69% |
$4.23M - $5.57M
|
35.8K
$13.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.1K+ 15.32% |
$4.2M - $5.52M
|
113K
$42.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15K+ 68.46% |
$4.18M - $5.5M
|
36.9K
$13.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.7K+ 389.62% |
$4.09M - $5.38M
|
18.4K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.2KNew |
$3.96M - $5.2M
|
14.2K
$5.33M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.1K+ 14.09% |
$3.93M - $5.17M
|
114K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 10.46% |
$3.93M - $5.16M
|
149K
$55.9M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
13.4KNew |
$3.74M - $4.92M
|
13.4K
$5.05M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.3K+ 93.11% |
$3.7M - $4.87M
|
27.6K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.3K+ 6.44% |
$3.69M - $4.86M
|
219K
$82.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.8K+ 94.0% |
$3.57M - $4.7M
|
26.5K
$9.95M
|