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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-47- 1.77% |
$13.1K - $17.2K
|
2.6K
$978K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-48- 2.0% |
$13.4K - $17.6K
|
2.35K
$884K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-48- 1.79% |
$13.4K - $17.6K
|
2.63K
$987K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-48- 4.17% |
$13.4K - $17.6K
|
1.1K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-48- 0.94% |
$13.4K - $17.6K
|
5.07K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 2.54% |
$13.4K - $17.6K
|
1.85K
$693K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-48- 0.62% |
$13.4K - $17.6K
|
7.69K
$2.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 13.76% |
$13.7K - $18K
|
307
$115K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 2.35% |
$13.7K - $18K
|
2.03K
$764K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-49- 1.63% |
$13.7K - $18K
|
2.95K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-49- 15.03% |
$13.7K - $18K
|
277
$104K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-49- 5.0% |
$13.7K - $18K
|
931
$350K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-50- 3.57% |
$13.9K - $18.3K
|
1.35K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 4.55% |
$13.9K - $18.3K
|
1.05K
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.28% |
$13.9K - $18.3K
|
18K
$6.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-50- 5.04% |
$13.9K - $18.3K
|
942
$354K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 66.67% |
$13.9K - $18.3K
|
25
$9.4K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-50- 3.34% |
$13.9K - $18.3K
|
1.45K
$543K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-50- 0.24% |
$13.9K - $18.3K
|
21.1K
$7.93M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 6.06% |
$13.9K - $18.3K
|
775
$291K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 2.68% |
$13.9K - $18.3K
|
1.81K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.32% |
$13.9K - $18.3K
|
2.11K
$791K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 2.88% |
$13.9K - $18.3K
|
1.69K
$635K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-51- 0.94% |
$14.2K - $18.7K
|
5.4K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-51- 1.9% |
$14.2K - $18.7K
|
2.64K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-51- 1.76% |
$14.2K - $18.7K
|
2.84K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-52- 3.15% |
$14.5K - $19.1K
|
1.6K
$602K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-53- 12.83% |
$14.8K - $19.4K
|
360
$135K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-53- 6.79% |
$14.8K - $19.4K
|
727
$273K
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-53- 0.13% |
$14.8K - $19.4K
|
42.3K
$15.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-54- 3.37% |
$15K - $19.8K
|
1.55K
$582K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-54- 0.23% |
$15K - $19.8K
|
23.4K
$8.81M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54- 4.4% |
$15K - $19.8K
|
1.17K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-54- 6.17% |
$15K - $19.8K
|
821
$309K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-55- 3.24% |
$15.3K - $20.2K
|
1.64K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-55- 5.45% |
$15.3K - $20.2K
|
954
$359K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-55- 0.19% |
$15.3K - $20.2K
|
28.2K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-56- 1.24% |
$15.6K - $20.5K
|
4.48K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-56- 1.62% |
$15.6K - $20.5K
|
3.41K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-56- 1.79% |
$15.6K - $20.5K
|
3.08K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56- 5.93% |
$15.6K - $20.5K
|
889
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-58- 3.08% |
$16.2K - $21.3K
|
1.82K
$685K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-58- 6.12% |
$16.2K - $21.3K
|
890
$334K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-58- 3.76% |
$16.2K - $21.3K
|
1.48K
$558K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-59- 0.14% |
$16.4K - $21.6K
|
43.5K
$16.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-59- 3.68% |
$16.4K - $21.6K
|
1.55K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-59- 1.88% |
$16.4K - $21.6K
|
3.08K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-59- 2.31% |
$16.4K - $21.6K
|
2.49K
$936K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-59- 3.53% |
$16.4K - $21.6K
|
1.61K
$606K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-60- 0.67% |
$16.7K - $22K
|
8.86K
$3.33M
|