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 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-32- 0.86% |
$8.92K - $11.7K
|
3.69K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-32- 1.68% |
$8.92K - $11.7K
|
1.88K
$705K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-32- 0.23% |
$8.92K - $11.7K
|
13.9K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-32- 1.05% |
$8.92K - $11.7K
|
3.01K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-33- 1.85% |
$9.19K - $12.1K
|
1.75K
$658K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-33- 0.37% |
$9.19K - $12.1K
|
8.79K
$3.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-33- 0.32% |
$9.19K - $12.1K
|
10.3K
$3.89M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-33- 2.33% |
$9.19K - $12.1K
|
1.39K
$521K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-33- 0.7% |
$9.19K - $12.1K
|
4.68K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-33- 2.75% |
$9.19K - $12.1K
|
1.17K
$438K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-34- 3.45% |
$9.47K - $12.5K
|
951
$357K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-34- 3.66% |
$9.47K - $12.5K
|
896
$337K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34- 4.36% |
$9.47K - $12.5K
|
746
$280K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-34- 1.55% |
$9.47K - $12.5K
|
2.16K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35- 0.14% |
$9.75K - $12.8K
|
25.4K
$9.55M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-36- 3.46% |
$10K - $13.2K
|
1K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-37- 0.91% |
$10.3K - $13.6K
|
4.01K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37- 50.0% |
$10.3K - $13.6K
|
37
$13.9K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-38- 0.58% |
$10.6K - $13.9K
|
6.48K
$2.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-39- 4.38% |
$10.9K - $14.3K
|
851
$320K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-39- 2.74% |
$10.9K - $14.3K
|
1.38K
$520K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-40- 4.05% |
$11.1K - $14.7K
|
948
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 5.07% |
$11.1K - $14.7K
|
749
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-40- 6.36% |
$11.1K - $14.7K
|
589
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-40- 4.31% |
$11.1K - $14.7K
|
888
$334K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-40- 0.27% |
$11.1K - $14.7K
|
14.6K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-40- 0.05% |
$11.1K - $14.7K
|
88.5K
$33.2M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-40- 0.78% |
$11.1K - $14.7K
|
5.08K
$1.91M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-40- 2.85% |
$11.1K - $14.7K
|
1.36K
$512K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-40- 2.96% |
$11.1K - $14.7K
|
1.31K
$492K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-41- 1.4% |
$11.4K - $15K
|
2.89K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41- 2.76% |
$11.4K - $15K
|
1.44K
$542K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41- 0.65% |
$11.4K - $15K
|
6.3K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-42- 2.86% |
$11.7K - $15.4K
|
1.43K
$536K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-42- 8.54% |
$11.7K - $15.4K
|
450
$169K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-42- 1.62% |
$11.7K - $15.4K
|
2.56K
$961K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-42- 2.0% |
$11.7K - $15.4K
|
2.06K
$775K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-43- 1.4% |
$12K - $15.8K
|
3.04K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-43- 1.14% |
$12K - $15.8K
|
3.72K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-43- 4.01% |
$12K - $15.8K
|
1.03K
$387K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-43- 27.92% |
$12K - $15.8K
|
111
$41.7K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 4.58% |
$12K - $15.8K
|
896
$337K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-43- 3.69% |
$12K - $15.8K
|
1.12K
$421K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-44- 6.32% |
$12.3K - $16.1K
|
652
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-44- 1.65% |
$12.3K - $16.1K
|
2.62K
$985K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-44- 15.33% |
$12.3K - $16.1K
|
243
$91.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-45- 0.3% |
$12.5K - $16.5K
|
14.9K
$5.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-46- 1.93% |
$12.8K - $16.9K
|
2.34K
$878K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-46- 1.31% |
$12.8K - $16.9K
|
3.46K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-47- 1.29% |
$13.1K - $17.2K
|
3.58K
$1.35M
|