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 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-20- 1.28% |
$5.57K - $7.33K
|
1.55K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 0.23% |
$5.57K - $7.33K
|
8.86K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-20- 1.5% |
$5.57K - $7.33K
|
1.31K
$493K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-21- 1.77% |
$5.85K - $7.7K
|
1.16K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21- 2.52% |
$5.85K - $7.7K
|
813
$306K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-21- 2.04% |
$5.85K - $7.7K
|
1.01K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-22- 0.78% |
$6.13K - $8.06K
|
2.8K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 1.19% |
$6.13K - $8.06K
|
1.82K
$684K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-22- 1.66% |
$6.13K - $8.06K
|
1.3K
$489K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-22- 0.19% |
$6.13K - $8.06K
|
11.5K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-23- 1.61% |
$6.41K - $8.43K
|
1.41K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-23- 2.35% |
$6.41K - $8.43K
|
954
$359K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-24- 1.59% |
$6.69K - $8.79K
|
1.49K
$560K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-25- 0.27% |
$6.97K - $9.16K
|
9.35K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-25- 1.92% |
$6.97K - $9.16K
|
1.28K
$479K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 1.48% |
$6.97K - $9.16K
|
1.67K
$626K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-25- 0.96% |
$6.97K - $9.16K
|
2.59K
$973K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.52% |
$6.97K - $9.16K
|
4.75K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-25- 1.18% |
$6.97K - $9.16K
|
2.1K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25- 2.28% |
$6.97K - $9.16K
|
1.07K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.64% |
$6.97K - $9.16K
|
3.91K
$1.47M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25- 2.28% |
$6.97K - $9.16K
|
1.07K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-26- 2.21% |
$7.24K - $9.53K
|
1.15K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 6.05% |
$7.24K - $9.53K
|
404
$152K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-26- 9.67% |
$7.24K - $9.53K
|
243
$91.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-27- 2.25% |
$7.52K - $9.89K
|
1.18K
$442K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-27- 17.09% |
$7.52K - $9.89K
|
131
$49.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-28- 0.53% |
$7.8K - $10.3K
|
5.27K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-28- 3.48% |
$7.8K - $10.3K
|
776
$292K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-28- 1.34% |
$7.8K - $10.3K
|
2.06K
$772K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-28- 12.28% |
$7.8K - $10.3K
|
200
$75.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-29- 1.55% |
$8.08K - $10.6K
|
1.84K
$691K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-30- 12.05% |
$8.36K - $11K
|
219
$82.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-30- 3.92% |
$8.36K - $11K
|
735
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-30- 0.25% |
$8.36K - $11K
|
12.1K
$4.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-30- 0.98% |
$8.36K - $11K
|
3.04K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-30- 3.05% |
$8.36K - $11K
|
955
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.58% |
$8.36K - $11K
|
5.15K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-30- 2.71% |
$8.36K - $11K
|
1.08K
$405K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 2.1% |
$8.36K - $11K
|
1.4K
$526K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.48% |
$8.36K - $11K
|
6.19K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-30- 0.18% |
$8.36K - $11K
|
16.5K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-30- 0.37% |
$8.36K - $11K
|
8.03K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 1.73% |
$8.36K - $11K
|
1.7K
$640K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-31- 1.15% |
$8.64K - $11.4K
|
2.66K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-31- 1.61% |
$8.64K - $11.4K
|
1.9K
$713K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-31- 3.41% |
$8.64K - $11.4K
|
878
$330K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-31- 1.77% |
$8.64K - $11.4K
|
1.72K
$645K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-31- 4.05% |
$8.64K - $11.4K
|
734
$276K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-31- 0.17% |
$8.64K - $11.4K
|
18.2K
$6.86M
|