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 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
14+ 1.46% |
$3.9K - $5.13K
|
971
$365K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
14New |
$3.9K - $5.13K
|
14
$5.26K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.26% |
$3.9K - $5.13K
|
1.12K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
14+ 1.4% |
$3.9K - $5.13K
|
1.02K
$381K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
13+ 0.71% |
$3.62K - $4.76K
|
1.85K
$695K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 7.83% |
$3.62K - $4.76K
|
179
$67.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13+ 0.91% |
$3.62K - $4.76K
|
1.45K
$543K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
13+ 2.6% |
$3.62K - $4.76K
|
513
$193K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13+ 0.52% |
$3.62K - $4.76K
|
2.49K
$936K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13+ 7.93% |
$3.62K - $4.76K
|
177
$66.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 8.55% |
$3.62K - $4.76K
|
165
$62K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
12+ 0.66% |
$3.34K - $4.4K
|
1.84K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
12+ 0.5% |
$3.34K - $4.4K
|
2.41K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.09% |
$3.34K - $4.4K
|
13.4K
$5.03M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.63% |
$3.06K - $4.03K
|
1.75K
$656K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.7% |
$3.06K - $4.03K
|
1.58K
$593K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
11+ 0.34% |
$3.06K - $4.03K
|
3.28K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.76% |
$3.06K - $4.03K
|
1.46K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
11+ 0.9% |
$3.06K - $4.03K
|
1.23K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$3.06K - $4.03K
|
11
$4.13K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
10+ 0.85% |
$2.79K - $3.66K
|
1.18K
$443K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 8.62% |
$2.79K - $3.66K
|
126
$47.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.65% |
$2.79K - $3.66K
|
1.55K
$581K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 8.2% |
$2.79K - $3.66K
|
132
$49.6K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
10+ 0.09% |
$2.79K - $3.66K
|
11.5K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.29% |
$2.79K - $3.66K
|
3.44K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$2.79K - $3.66K
|
10
$3.76K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.48% |
$2.51K - $3.3K
|
1.87K
$702K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9+ 0.69% |
$2.51K - $3.3K
|
1.31K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$2.51K - $3.3K
|
15.1K
$5.66M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
9+ 0.16% |
$2.51K - $3.3K
|
5.81K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 0.13% |
$2.51K - $3.3K
|
6.7K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
8+ 0.23% |
$2.23K - $2.93K
|
3.52K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.06% |
$2.23K - $2.93K
|
13K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.55% |
$2.23K - $2.93K
|
1.45K
$545K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7+ 0.66% |
$1.95K - $2.57K
|
1.07K
$402K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
7+ 0.45% |
$1.95K - $2.57K
|
1.55K
$582K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.31% |
$1.95K - $2.57K
|
2.26K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 7.14% |
$1.95K - $2.57K
|
105
$39.5K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7+ 0.03% |
$1.95K - $2.57K
|
27.5K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$1.95K - $2.57K
|
7
$2.63K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6+ 0.18% |
$1.67K - $2.2K
|
3.32K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6+ 0.83% |
$1.67K - $2.2K
|
725
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
6+ 0.4% |
$1.67K - $2.2K
|
1.5K
$565K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.67K - $2.2K
|
1.39K
$522K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.08% |
$1.67K - $2.2K
|
7.14K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.31% |
$1.67K - $2.2K
|
1.97K
$741K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.4% |
$1.67K - $2.2K
|
1.51K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.37% |
$1.67K - $2.2K
|
1.62K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6+ 0.15% |
$1.67K - $2.2K
|
4.14K
$1.56M
|