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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
30+ 0.28% |
$8.36K - $11K
|
10.7K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 0.94% |
$8.36K - $11K
|
3.22K
$1.21M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
30New |
$8.36K - $11K
|
30
$11.3K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
29+ 1.49% |
$8.08K - $10.6K
|
1.98K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28+ 1.19% |
$7.8K - $10.3K
|
2.38K
$896K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
26+ 1.13% |
$7.24K - $9.53K
|
2.33K
$876K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25+ 2.67% |
$6.97K - $9.16K
|
961
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
25+ 0.45% |
$6.97K - $9.16K
|
5.6K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.49% |
$6.97K - $9.16K
|
5.14K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
25+ 0.56% |
$6.97K - $9.16K
|
4.5K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.16% |
$6.97K - $9.16K
|
15.6K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 0.24% |
$6.97K - $9.16K
|
10.4K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 60.98% |
$6.97K - $9.16K
|
66
$24.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
24+ 2.05% |
$6.69K - $8.79K
|
1.2K
$449K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
24+ 0.09% |
$6.69K - $8.79K
|
26K
$9.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
24+ 20.87% |
$6.69K - $8.79K
|
139
$52.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
24+ 1.77% |
$6.69K - $8.79K
|
1.38K
$518K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
24+ 1.57% |
$6.69K - $8.79K
|
1.55K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 6.86% |
$6.69K - $8.79K
|
374
$141K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.42% |
$6.69K - $8.79K
|
1.02K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
23New |
$6.41K - $8.43K
|
23
$8.64K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23+ 0.63% |
$6.41K - $8.43K
|
3.67K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
22+ 0.94% |
$6.13K - $8.06K
|
2.35K
$884K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
22+ 0.49% |
$6.13K - $8.06K
|
4.5K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22+ 3.09% |
$6.13K - $8.06K
|
735
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 2.25% |
$5.85K - $7.7K
|
955
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
21+ 1.4% |
$5.85K - $7.7K
|
1.52K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
21+ 1.16% |
$5.85K - $7.7K
|
1.83K
$687K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21+ 0.18% |
$5.85K - $7.7K
|
11.9K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 3.74% |
$5.85K - $7.7K
|
583
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 1.14% |
$5.57K - $7.33K
|
1.78K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
20+ 1.77% |
$5.57K - $7.33K
|
1.15K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
20+ 0.11% |
$5.57K - $7.33K
|
18.3K
$6.88M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20+ 0.86% |
$5.57K - $7.33K
|
2.33K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20+ 0.77% |
$5.57K - $7.33K
|
2.62K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
20+ 1.78% |
$5.57K - $7.33K
|
1.15K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
19+ 0.63% |
$5.29K - $6.96K
|
3.05K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
19+ 0.54% |
$5.29K - $6.96K
|
3.52K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.43% |
$5.29K - $6.96K
|
4.39K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19+ 0.38% |
$5.29K - $6.96K
|
5.08K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18+ 3.77% |
$5.02K - $6.6K
|
495
$186K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17+ 0.13% |
$4.74K - $6.23K
|
13.2K
$4.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
16+ 0.45% |
$4.46K - $5.86K
|
3.6K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
16+ 1.16% |
$4.46K - $5.86K
|
1.39K
$523K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
15+ 1.81% |
$4.18K - $5.5K
|
843
$317K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
15+ 0.34% |
$4.18K - $5.5K
|
4.39K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
15+ 0.29% |
$4.18K - $5.5K
|
5.27K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15+ 1.72% |
$4.18K - $5.5K
|
888
$334K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.36% |
$4.18K - $5.5K
|
4.21K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 1.72% |
$4.18K - $5.5K
|
886
$333K
|