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
|
Prudent Man Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1- 0.08% |
$279 - $366
|
1.32K
$480K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1- 0.08% |
$279 - $366
|
1.28K
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.05% |
$279 - $366
|
2.11K
$769K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.03% |
$279 - $366
|
3.09K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$279 - $366
|
5.5K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.02% |
$279 - $366
|
6.4K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1- 0.11% |
$279 - $366
|
869
$316K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1- 0.98% |
$279 - $366
|
101
$36.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2- 0.21% |
$557 - $733
|
934
$340K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$557 - $733
|
5.5K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.08% |
$557 - $733
|
2.63K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-2- 0.14% |
$557 - $733
|
1.44K
$523K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 1.27% |
$557 - $733
|
155
$56.4K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2- 0.24% |
$557 - $733
|
835
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3- 0.34% |
$836 - $1.1K
|
892
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-3- 0.32% |
$836 - $1.1K
|
936
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3- 0.05% |
$836 - $1.1K
|
5.83K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3- 0.18% |
$836 - $1.1K
|
1.65K
$599K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.55% |
$1.11K - $1.47K
|
722
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4- 0.07% |
$1.11K - $1.47K
|
5.68K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-4- 0.42% |
$1.11K - $1.47K
|
941
$342K
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4- 0.19% |
$1.11K - $1.47K
|
2.06K
$750K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 2.07% |
$1.11K - $1.47K
|
189
$68.8K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-4- 0.18% |
$1.11K - $1.47K
|
2.25K
$817K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5- 0.42% |
$1.39K - $1.83K
|
1.2K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 29.41% |
$1.39K - $1.83K
|
12
$4.37K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 0.55% |
$1.39K - $1.83K
|
897
$326K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5- 0.25% |
$1.39K - $1.83K
|
2.03K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5- 2.0% |
$1.39K - $1.83K
|
245
$89.2K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5- 0.29% |
$1.39K - $1.83K
|
1.71K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5- 0.54% |
$1.39K - $1.83K
|
920
$335K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5- 41.67% |
$1.39K - $1.83K
|
7
$2.55K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5- 0.27% |
$1.39K - $1.83K
|
1.85K
$674K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6- 0.93% |
$1.67K - $2.2K
|
639
$233K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.23% |
$1.67K - $2.2K
|
2.6K
$945K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7- 0.48% |
$1.95K - $2.57K
|
1.46K
$530K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7- 0.46% |
$1.95K - $2.57K
|
1.51K
$551K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-7- 0.02% |
$1.95K - $2.57K
|
33.1K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7- 0.33% |
$1.95K - $2.57K
|
2.13K
$774K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-7- 0.75% |
$1.95K - $2.57K
|
932
$339K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7- 0.21% |
$1.95K - $2.57K
|
3.28K
$1.2M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 5.69% |
$1.95K - $2.57K
|
116
$42.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8- 0.29% |
$2.23K - $2.93K
|
2.79K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8- 0.92% |
$2.23K - $2.93K
|
857
$312K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-8- 0.43% |
$2.23K - $2.93K
|
1.87K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-8- 0.52% |
$2.23K - $2.93K
|
1.52K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-8- 0.19% |
$2.23K - $2.93K
|
4.21K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 0.61% |
$2.23K - $2.93K
|
1.3K
$473K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-8- 0.59% |
$2.23K - $2.93K
|
1.36K
$493K
|