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 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-198- 4.52% |
$55.2K - $72.6K
|
4.18K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-198- 17.1% |
$55.2K - $72.6K
|
960
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.14% |
$55.7K - $73.3K
|
139K
$52.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-200- 8.18% |
$55.7K - $73.3K
|
2.24K
$843K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-200- 1.28% |
$55.7K - $73.3K
|
15.4K
$5.79M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-200- 8.33% |
$55.7K - $73.3K
|
2.2K
$827K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-200- 12.12% |
$55.7K - $73.3K
|
1.45K
$545K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-200- 7.01% |
$55.7K - $73.3K
|
2.65K
$997K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-200- 1.72% |
$55.7K - $73.3K
|
11.4K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-202- 4.17% |
$56.3K - $74K
|
4.65K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-203- 0.54% |
$56.6K - $74.4K
|
37.6K
$14.1M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-204- 0.68% |
$56.8K - $74.8K
|
29.6K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-205- 16.61% |
$57.1K - $75.1K
|
1.03K
$387K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-207- 27.2% |
$57.7K - $75.9K
|
554
$208K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-209- 6.83% |
$58.2K - $76.6K
|
2.85K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-209- 1.86% |
$58.2K - $76.6K
|
11K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-209- 2.13% |
$58.2K - $76.6K
|
9.62K
$3.62M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-210- 6.26% |
$58.5K - $77K
|
3.14K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-212- 16.88% |
$59.1K - $77.7K
|
1.04K
$392K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-213- 2.02% |
$59.3K - $78K
|
10.3K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-216- 6.56% |
$60.2K - $79.1K
|
3.08K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-218- 16.12% |
$60.7K - $79.9K
|
1.13K
$426K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-219- 0.52% |
$61K - $80.2K
|
41.9K
$15.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-219- 14.31% |
$61K - $80.2K
|
1.31K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-225- 1.89% |
$62.7K - $82.4K
|
11.7K
$4.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-227- 5.93% |
$63.2K - $83.2K
|
3.6K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-228- 21.57% |
$63.5K - $83.5K
|
829
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-229- 4.98% |
$63.8K - $83.9K
|
4.37K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-229- 2.19% |
$63.8K - $83.9K
|
10.2K
$3.84M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-230- 2.58% |
$64.1K - $84.3K
|
8.69K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-232- 1.12% |
$64.6K - $85K
|
20.5K
$7.72M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-232- 29.26% |
$64.6K - $85K
|
561
$211K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-235- 2.84% |
$65.5K - $86.1K
|
8.05K
$3.03M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-236- 3.65% |
$65.8K - $86.5K
|
6.23K
$2.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-237- 6.95% |
$66K - $86.8K
|
3.17K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-238- 19.22% |
$66.3K - $87.2K
|
1K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-238- 2.4% |
$66.3K - $87.2K
|
9.67K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-239- 2.7% |
$66.6K - $87.6K
|
8.61K
$3.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-240- 19.05% |
$66.9K - $87.9K
|
1.02K
$383K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-243- 2.96% |
$67.7K - $89K
|
7.96K
$2.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-245- 2.11% |
$68.3K - $89.8K
|
11.4K
$4.28M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-247- 11.21% |
$68.8K - $90.5K
|
1.96K
$735K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-248- 3.29% |
$69.1K - $90.9K
|
7.28K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-248- 4.06% |
$69.1K - $90.9K
|
5.87K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-250- 11.24% |
$69.7K - $91.6K
|
1.98K
$742K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 7.19% |
$69.7K - $91.6K
|
3.23K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-250- 2.71% |
$69.7K - $91.6K
|
8.97K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 13.44% |
$69.7K - $91.6K
|
1.61K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-250- 0.59% |
$69.7K - $91.6K
|
42.1K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-250- 7.35% |
$69.7K - $91.6K
|
3.15K
$1.18M
|