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
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6+ 0.15% |
$1.67K - $2.2K
|
4.14K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.04% |
$1.67K - $2.2K
|
16.2K
$5.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
5+ 0.17% |
$1.39K - $1.83K
|
2.99K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.58% |
$1.39K - $1.83K
|
861
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 1.52% |
$1.39K - $1.83K
|
334
$122K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.06% |
$1.39K - $1.83K
|
8.97K
$3.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.08% |
$1.39K - $1.83K
|
5.99K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.3% |
$1.39K - $1.83K
|
1.65K
$601K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5+ 0.68% |
$1.39K - $1.83K
|
739
$269K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5+ 0.35% |
$1.39K - $1.83K
|
1.42K
$516K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5+ 0.4% |
$1.39K - $1.83K
|
1.24K
$451K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 0.57% |
$1.39K - $1.83K
|
876
$319K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.45% |
$1.39K - $1.83K
|
1.13K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.52% |
$1.39K - $1.83K
|
965
$351K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.31% |
$1.39K - $1.83K
|
1.63K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$1.39K - $1.83K
|
5
$1.82K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 3.81% |
$1.11K - $1.47K
|
109
$39.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.11% |
$1.11K - $1.47K
|
3.65K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.39% |
$1.11K - $1.47K
|
1.04K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4+ 0.11% |
$1.11K - $1.47K
|
3.5K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$1.11K - $1.47K
|
1.87K
$679K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$1.11K - $1.47K
|
5.38K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.04% |
$1.11K - $1.47K
|
9.77K
$3.56M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4+ 0.38% |
$1.11K - $1.47K
|
1.06K
$384K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.39% |
$1.11K - $1.47K
|
1.02K
$372K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
4+ 0.14% |
$1.11K - $1.47K
|
2.83K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.11K - $1.47K
|
1.13K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$1.11K - $1.47K
|
1.29K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.28% |
$1.11K - $1.47K
|
1.42K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4+ 0.09% |
$1.11K - $1.47K
|
4.35K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4+ 0.25% |
$1.11K - $1.47K
|
1.59K
$577K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.09% |
$1.11K - $1.47K
|
4.49K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.43% |
$836 - $1.1K
|
698
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$836 - $1.1K
|
3.96K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.11% |
$836 - $1.1K
|
2.79K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.3% |
$836 - $1.1K
|
1K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$836 - $1.1K
|
1.05K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
3+ 0.36% |
$836 - $1.1K
|
827
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
3+ 0.15% |
$836 - $1.1K
|
1.98K
$719K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.33% |
$836 - $1.1K
|
919
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
3+ 0.35% |
$836 - $1.1K
|
863
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3+ 0.35% |
$836 - $1.1K
|
857
$312K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.37% |
$836 - $1.1K
|
813
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 2.01% |
$836 - $1.1K
|
152
$55.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.14% |
$836 - $1.1K
|
2.09K
$761K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.34% |
$836 - $1.1K
|
891
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 9.68% |
$836 - $1.1K
|
34
$12.4K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.11% |
$836 - $1.1K
|
2.85K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.14% |
$836 - $1.1K
|
2.17K
$791K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3+ 0.43% |
$836 - $1.1K
|
707
$257K
|