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 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100- 0.39% |
$27.9K - $36.6K
|
25.7K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-100- 7.37% |
$27.9K - $36.6K
|
1.26K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 10.87% |
$27.9K - $36.6K
|
820
$330K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.68% |
$27.9K - $36.6K
|
14.6K
$5.87M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 2.76% |
$27.9K - $36.6K
|
3.53K
$1.42M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 4.48% |
$27.9K - $36.6K
|
2.13K
$857K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-101- 4.04% |
$28.1K - $37K
|
2.4K
$965K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-102- 0.58% |
$28.4K - $37.4K
|
17.4K
$6.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102- 9.93% |
$28.4K - $37.4K
|
925
$372K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-103- 1.54% |
$28.7K - $37.7K
|
6.59K
$2.65M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-103- 3.38% |
$28.7K - $37.7K
|
2.94K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-105- 3.63% |
$29.3K - $38.5K
|
2.79K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-105- 2.37% |
$29.3K - $38.5K
|
4.33K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-106- 3.75% |
$29.5K - $38.8K
|
2.72K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-108- 13.0% |
$30.1K - $39.6K
|
723
$291K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-109- 3.37% |
$30.4K - $39.9K
|
3.12K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-110- 5.71% |
$30.6K - $40.3K
|
1.82K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-110- 2.16% |
$30.6K - $40.3K
|
4.98K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-111- 0.52% |
$30.9K - $40.7K
|
21.3K
$8.57M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-111- 4.55% |
$30.9K - $40.7K
|
2.33K
$936K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-112- 0.66% |
$31.2K - $41K
|
16.9K
$6.81M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-112- 1.37% |
$31.2K - $41K
|
8.07K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-113- 3.86% |
$31.5K - $41.4K
|
2.81K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-113- 4.04% |
$31.5K - $41.4K
|
2.69K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-114- 5.49% |
$31.8K - $41.8K
|
1.96K
$790K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-114- 2.41% |
$31.8K - $41.8K
|
4.61K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-114- 0.28% |
$31.8K - $41.8K
|
40.4K
$16.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-115- 3.72% |
$32K - $42.1K
|
2.98K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-117- 5.38% |
$32.6K - $42.9K
|
2.06K
$828K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-117- 1.16% |
$32.6K - $42.9K
|
10K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-118- 9.61% |
$32.9K - $43.2K
|
1.11K
$446K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-119- 6.7% |
$33.2K - $43.6K
|
1.66K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-120- 11.39% |
$33.4K - $44K
|
934
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.39% |
$33.4K - $44K
|
8.53K
$3.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-120- 1.93% |
$33.4K - $44K
|
6.09K
$2.45M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-120- 3.64% |
$33.4K - $44K
|
3.17K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.97% |
$34K - $44.7K
|
12.4K
$5M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-123- 5.39% |
$34.3K - $45.1K
|
2.16K
$869K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-124- 4.09% |
$34.6K - $45.4K
|
2.91K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-125- 7.84% |
$34.8K - $45.8K
|
1.47K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-125- 5.89% |
$34.8K - $45.8K
|
2K
$803K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-126- 0.89% |
$35.1K - $46.2K
|
14K
$5.63M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-126- 4.18% |
$35.1K - $46.2K
|
2.89K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-129- 0.96% |
$35.9K - $47.3K
|
13.3K
$5.37M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-129- 13.89% |
$35.9K - $47.3K
|
800
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-130- 4.54% |
$36.2K - $47.6K
|
2.73K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-130- 0.74% |
$36.2K - $47.6K
|
17.5K
$7.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-131- 4.57% |
$36.5K - $48K
|
2.74K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-131- 19.24% |
$36.5K - $48K
|
550
$221K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-131- 0.8% |
$36.5K - $48K
|
16.3K
$6.57M
|