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
|
Oak Asset Management, LLC
|
SELL
|
- |
-60- 0.89% |
$16.7K - $22K
|
6.65K
$2.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-60- 2.27% |
$16.7K - $22K
|
2.59K
$972K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-60- 2.22% |
$16.7K - $22K
|
2.64K
$993K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-60- 2.14% |
$16.7K - $22K
|
2.75K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-60- 6.05% |
$16.7K - $22K
|
932
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-61- 2.32% |
$17K - $22.4K
|
2.57K
$966K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-61- 1.6% |
$17K - $22.4K
|
3.76K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-61- 1.3% |
$17K - $22.4K
|
4.64K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-62- 0.76% |
$17.3K - $22.7K
|
8.07K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-62- 6.2% |
$17.3K - $22.7K
|
938
$353K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-62- 0.75% |
$17.3K - $22.7K
|
8.15K
$3.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-63- 3.97% |
$17.6K - $23.1K
|
1.52K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-63- 0.66% |
$17.6K - $23.1K
|
9.43K
$3.54M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-63- 9.13% |
$17.6K - $23.1K
|
627
$236K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-63- 5.23% |
$17.6K - $23.1K
|
1.14K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-65- 1.55% |
$18.1K - $23.8K
|
4.13K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-65- 1.05% |
$18.1K - $23.8K
|
6.13K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 0.93% |
$18.1K - $23.8K
|
6.89K
$2.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-66- 1.18% |
$18.4K - $24.2K
|
5.55K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-66- 7.88% |
$18.4K - $24.2K
|
772
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-67- 0.02% |
$18.7K - $24.6K
|
280K
$105M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-68- 0.29% |
$18.9K - $24.9K
|
23.5K
$8.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-68- 1.45% |
$18.9K - $24.9K
|
4.61K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-68- 3.35% |
$18.9K - $24.9K
|
1.96K
$736K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-69- 0.31% |
$19.2K - $25.3K
|
22K
$8.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-69- 6.31% |
$19.2K - $25.3K
|
1.03K
$385K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-70- 7.39% |
$19.5K - $25.7K
|
877
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-70- 2.15% |
$19.5K - $25.7K
|
3.18K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-70- 1.12% |
$19.5K - $25.7K
|
6.19K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-70- 0.26% |
$19.5K - $25.7K
|
27.3K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 28.57% |
$19.5K - $25.7K
|
175
$65.8K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-70- 0.4% |
$19.5K - $25.7K
|
17.6K
$6.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-71- 0.69% |
$19.8K - $26K
|
10.2K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-71- 1.17% |
$19.8K - $26K
|
6.02K
$2.26M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-72- 4.08% |
$20.1K - $26.4K
|
1.69K
$637K
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-73- 0.28% |
$20.3K - $26.7K
|
26.2K
$9.86M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-74- 6.12% |
$20.6K - $27.1K
|
1.14K
$427K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.11% |
$20.9K - $27.5K
|
6.67K
$2.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-75- 5.3% |
$20.9K - $27.5K
|
1.34K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-75- 0.69% |
$20.9K - $27.5K
|
10.7K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 2.38% |
$20.9K - $27.5K
|
3.08K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-75- 5.29% |
$20.9K - $27.5K
|
1.34K
$505K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-77- 1.07% |
$21.5K - $28.2K
|
7.12K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-77- 1.56% |
$21.5K - $28.2K
|
4.86K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-77- 1.48% |
$21.5K - $28.2K
|
5.12K
$1.92M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-78- 1.17% |
$21.7K - $28.6K
|
6.6K
$2.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-78- 0.8% |
$21.7K - $28.6K
|
9.69K
$3.64M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-78- 10.46% |
$21.7K - $28.6K
|
668
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-79- 10.06% |
$22K - $28.9K
|
706
$265K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-80- 0.5% |
$22.3K - $29.3K
|
16K
$6.03M
|