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
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50+ 25.0% |
$13.9K - $18.3K
|
250
$91K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
49+ 3.74% |
$13.7K - $18K
|
1.36K
$494K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
47+ 1.63% |
$13.1K - $17.2K
|
2.93K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
47+ 1.5% |
$13.1K - $17.2K
|
3.19K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
47+ 43.52% |
$13.1K - $17.2K
|
155
$56.4K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
47+ 5.7% |
$13.1K - $17.2K
|
872
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
46+ 18.4% |
$12.8K - $16.9K
|
296
$108K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
46+ 5.32% |
$12.8K - $16.9K
|
910
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.14% |
$12.5K - $16.5K
|
3.98K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
45+ 3.7% |
$12.5K - $16.5K
|
1.26K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 0.38% |
$12.3K - $16.1K
|
11.8K
$4.28M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
44+ 1.1% |
$12.3K - $16.1K
|
4.04K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
44+ 1.69% |
$12.3K - $16.1K
|
2.65K
$964K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
44+ 0.04% |
$12.3K - $16.1K
|
112K
$40.7M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
43+ 2.45% |
$12K - $15.8K
|
1.8K
$655K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
42+ 2.85% |
$11.7K - $15.4K
|
1.52K
$551K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
41+ 1.34% |
$11.4K - $15K
|
3.1K
$1.13M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
40New |
$11.1K - $14.7K
|
40
$14.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
39+ 0.68% |
$10.9K - $14.3K
|
5.76K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
39+ 1.74% |
$10.9K - $14.3K
|
2.27K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.36% |
$10.9K - $14.3K
|
11K
$4M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
39New |
$10.9K - $14.3K
|
39
$14.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
38+ 1.95% |
$10.6K - $13.9K
|
1.99K
$725K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
37+ 3.48% |
$10.3K - $13.6K
|
1.1K
$400K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
37+ 0.86% |
$10.3K - $13.6K
|
4.33K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
37+ 0.3% |
$10.3K - $13.6K
|
12.2K
$4.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
36+ 23.38% |
$10K - $13.2K
|
190
$69.1K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
36+ 4.52% |
$10K - $13.2K
|
832
$303K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 4.96% |
$9.75K - $12.8K
|
741
$270K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35+ 26.12% |
$9.75K - $12.8K
|
169
$61.5K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35+ 0.26% |
$9.75K - $12.8K
|
13.3K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 2.25% |
$9.75K - $12.8K
|
1.59K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 1.11% |
$9.75K - $12.8K
|
3.19K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
35+ 1.25% |
$9.75K - $12.8K
|
2.82K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
34+ 1.88% |
$9.47K - $12.5K
|
1.84K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
34+ 1.99% |
$9.47K - $12.5K
|
1.75K
$635K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34+ 2.47% |
$9.47K - $12.5K
|
1.41K
$513K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 7.38% |
$9.19K - $12.1K
|
480
$175K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
33+ 3.7% |
$9.19K - $12.1K
|
926
$337K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
33+ 1.38% |
$9.19K - $12.1K
|
2.42K
$880K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
33+ 4.08% |
$9.19K - $12.1K
|
841
$306K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
33+ 0.56% |
$9.19K - $12.1K
|
5.91K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
32+ 3.25% |
$8.92K - $11.7K
|
1.02K
$370K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
32+ 3.99% |
$8.92K - $11.7K
|
835
$304K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
32+ 0.83% |
$8.92K - $11.7K
|
3.89K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
32+ 4.6% |
$8.92K - $11.7K
|
728
$265K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
32+ 5.58% |
$8.92K - $11.7K
|
605
$220K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
31+ 3.79% |
$8.64K - $11.4K
|
850
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 3.98% |
$8.36K - $11K
|
784
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
30+ 2.11% |
$8.36K - $11K
|
1.45K
$529K
|