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
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-111- 4.55% |
$30.9K - $40.7K
|
2.33K
$847K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-112- 0.66% |
$31.2K - $41K
|
16.9K
$6.17M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-112- 1.37% |
$31.2K - $41K
|
8.07K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-113- 3.86% |
$31.5K - $41.4K
|
2.81K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-113- 4.04% |
$31.5K - $41.4K
|
2.69K
$977K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-114- 5.49% |
$31.8K - $41.8K
|
1.96K
$715K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-114- 2.41% |
$31.8K - $41.8K
|
4.61K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-114- 0.28% |
$31.8K - $41.8K
|
40.4K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-115- 3.72% |
$32K - $42.1K
|
2.98K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-117- 5.38% |
$32.6K - $42.9K
|
2.06K
$749K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-117- 1.16% |
$32.6K - $42.9K
|
10K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-118- 9.61% |
$32.9K - $43.2K
|
1.11K
$404K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-119- 6.7% |
$33.2K - $43.6K
|
1.66K
$603K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-120- 11.39% |
$33.4K - $44K
|
934
$340K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.39% |
$33.4K - $44K
|
8.53K
$3.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-120- 1.93% |
$33.4K - $44K
|
6.09K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-120- 3.64% |
$33.4K - $44K
|
3.17K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-122- 0.97% |
$34K - $44.7K
|
12.4K
$4.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-123- 5.39% |
$34.3K - $45.1K
|
2.16K
$786K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-124- 4.09% |
$34.6K - $45.4K
|
2.91K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-125- 7.84% |
$34.8K - $45.8K
|
1.47K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-125- 5.89% |
$34.8K - $45.8K
|
2K
$726K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-126- 0.89% |
$35.1K - $46.2K
|
14K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-126- 4.18% |
$35.1K - $46.2K
|
2.89K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-129- 0.96% |
$35.9K - $47.3K
|
13.3K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-129- 13.89% |
$35.9K - $47.3K
|
800
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-130- 4.54% |
$36.2K - $47.6K
|
2.73K
$994K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-130- 0.74% |
$36.2K - $47.6K
|
17.5K
$6.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-131- 4.57% |
$36.5K - $48K
|
2.74K
$996K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-131- 19.24% |
$36.5K - $48K
|
550
$200K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-131- 0.8% |
$36.5K - $48K
|
16.3K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-131- 4.5% |
$36.5K - $48K
|
2.78K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-132- 1.89% |
$36.8K - $48.4K
|
6.84K
$2.49M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-133- 2.58% |
$37.1K - $48.7K
|
5.02K
$1.83M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-134- 2.17% |
$37.3K - $49.1K
|
6.05K
$2.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-136- 2.04% |
$37.9K - $49.8K
|
6.53K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-136- 5.09% |
$37.9K - $49.8K
|
2.54K
$923K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-136- 3.87% |
$37.9K - $49.8K
|
3.38K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-137- 11.74% |
$38.2K - $50.2K
|
1.03K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 4.58% |
$38.5K - $50.6K
|
2.88K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-139- 3.08% |
$38.7K - $50.9K
|
4.37K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-140- 3.02% |
$39K - $51.3K
|
4.5K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-141- 0.15% |
$39.3K - $51.7K
|
95.9K
$34.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-142- 5.62% |
$39.6K - $52K
|
2.38K
$868K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-143- 3.22% |
$39.8K - $52.4K
|
4.29K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-143- 2.11% |
$39.8K - $52.4K
|
6.62K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-143- 0.89% |
$39.8K - $52.4K
|
15.9K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-144- 5.5% |
$40.1K - $52.8K
|
2.47K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-145- 0.82% |
$40.4K - $53.1K
|
17.4K
$6.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-146- 8.96% |
$40.7K - $53.5K
|
1.48K
$540K
|