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 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-148- 4.03% |
$41.2K - $54.2K
|
3.53K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-148- 0.59% |
$41.2K - $54.2K
|
25K
$9.39M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-148- 7.81% |
$41.2K - $54.2K
|
1.75K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-148- 19.12% |
$41.2K - $54.2K
|
626
$235K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-149- 1.77% |
$41.5K - $54.6K
|
8.28K
$3.11M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-149- 6.02% |
$41.5K - $54.6K
|
2.33K
$874K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-150- 4.16% |
$41.8K - $55K
|
3.46K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-150- 4.56% |
$41.8K - $55K
|
3.14K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-150- 9.11% |
$41.8K - $55K
|
1.5K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-150- 15.91% |
$41.8K - $55K
|
793
$298K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-150- 10.86% |
$41.8K - $55K
|
1.23K
$463K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-152- 5.06% |
$42.4K - $55.7K
|
2.85K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-152- 0.45% |
$42.4K - $55.7K
|
33.9K
$12.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-153- 0.99% |
$42.6K - $56.1K
|
15.3K
$5.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-153- 0.78% |
$42.6K - $56.1K
|
19.5K
$7.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-153- 16.94% |
$42.6K - $56.1K
|
750
$282K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-157- 11.04% |
$43.7K - $57.5K
|
1.27K
$475K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-159- 1.39% |
$44.3K - $58.3K
|
11.3K
$4.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-160- 2.28% |
$44.6K - $58.6K
|
6.85K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-160- 21.86% |
$44.6K - $58.6K
|
572
$215K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-160- 0.95% |
$44.6K - $58.6K
|
16.7K
$6.28M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-164- 4.9% |
$45.7K - $60.1K
|
3.18K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-165- 0.98% |
$46K - $60.5K
|
16.7K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-165- 3.92% |
$46K - $60.5K
|
4.04K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-166- 1.58% |
$46.3K - $60.8K
|
10.3K
$3.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-168- 2.64% |
$46.8K - $61.6K
|
6.2K
$2.33M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-168- 5.66% |
$46.8K - $61.6K
|
2.8K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-170- 9.4% |
$47.4K - $62.3K
|
1.64K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-170- 19.23% |
$47.4K - $62.3K
|
714
$268K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-171- 0.37% |
$47.6K - $62.7K
|
46.4K
$17.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-174- 2.47% |
$48.5K - $63.8K
|
6.88K
$2.58M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-175- 2.13% |
$48.8K - $64.1K
|
8.04K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-177- 12.79% |
$49.3K - $64.9K
|
1.21K
$454K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-179- 7.15% |
$49.9K - $65.6K
|
2.33K
$874K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-180- 2.11% |
$50.2K - $66K
|
8.35K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-182- 1.59% |
$50.7K - $66.7K
|
11.3K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-182- 0.69% |
$50.7K - $66.7K
|
26.3K
$9.89M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-182- 1.49% |
$50.7K - $66.7K
|
12K
$4.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-183- 0.63% |
$51K - $67.1K
|
28.8K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-183- 12.67% |
$51K - $67.1K
|
1.26K
$474K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-184- 1.91% |
$51.3K - $67.4K
|
9.44K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-184- 6.03% |
$51.3K - $67.4K
|
2.87K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-185- 4.48% |
$51.5K - $67.8K
|
3.95K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-185- 5.15% |
$51.5K - $67.8K
|
3.41K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-187- 18.05% |
$52.1K - $68.5K
|
849
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-189- 13.81% |
$52.7K - $69.3K
|
1.18K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-189- 5.12% |
$52.7K - $69.3K
|
3.51K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-190- 9.95% |
$52.9K - $69.6K
|
1.72K
$646K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-193- 6.08% |
$53.8K - $70.7K
|
2.98K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-194- 8.08% |
$54.1K - $71.1K
|
2.21K
$829K
|