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 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-250- 22.94% |
$69.7K - $91.6K
|
840
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-251- 0.28% |
$69.9K - $92K
|
89.3K
$32.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-255- 1.49% |
$71.1K - $93.4K
|
16.8K
$6.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-255- 16.39% |
$71.1K - $93.4K
|
1.3K
$473K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-256- 8.61% |
$71.3K - $93.8K
|
2.72K
$989K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-257- 4.28% |
$71.6K - $94.2K
|
5.75K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-258- 16.18% |
$71.9K - $94.5K
|
1.34K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-260- 1.57% |
$72.4K - $95.3K
|
16.3K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-261- 3.43% |
$72.7K - $95.6K
|
7.35K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-265- 3.17% |
$73.8K - $97.1K
|
8.09K
$2.94M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-270- 0.17% |
$75.2K - $98.9K
|
161K
$58.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-271- 1.68% |
$75.5K - $99.3K
|
15.9K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-272- 14.89% |
$75.8K - $99.7K
|
1.56K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-275- 2.57% |
$76.6K - $101K
|
10.4K
$3.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.31% |
$76.9K - $101K
|
8.06K
$2.93M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-277- 2.33% |
$77.2K - $102K
|
11.6K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-281- 66.27% |
$78.3K - $103K
|
143
$52K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-282- 0.27% |
$78.6K - $103K
|
104K
$37.9M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-282- 6.09% |
$78.6K - $103K
|
4.35K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-283- 0.66% |
$78.9K - $104K
|
42.8K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-283- 5.98% |
$78.9K - $104K
|
4.45K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-284- 11.12% |
$79.1K - $104K
|
2.27K
$826K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-285- 57.58% |
$79.4K - $104K
|
210
$76.4K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-286- 4.11% |
$79.7K - $105K
|
6.67K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-288- 33.84% |
$80.2K - $106K
|
563
$205K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-289- 9.93% |
$80.5K - $106K
|
2.62K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-290- 4.1% |
$80.8K - $106K
|
6.79K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-293- 9.15% |
$81.6K - $107K
|
2.91K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-293- 21.74% |
$81.6K - $107K
|
1.06K
$384K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-293- 7.24% |
$81.6K - $107K
|
3.76K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-294- 14.0% |
$81.9K - $108K
|
1.81K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-295- 1.68% |
$82.2K - $108K
|
17.2K
$6.27M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-300- 10.79% |
$83.6K - $110K
|
2.48K
$902K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-300- 5.61% |
$83.6K - $110K
|
5.05K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-300- 8.43% |
$83.6K - $110K
|
3.26K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-300- 2.39% |
$83.6K - $110K
|
12.3K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 4.35% |
$83.6K - $110K
|
6.59K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-304- 1.6% |
$84.7K - $111K
|
18.7K
$6.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-304- 23.57% |
$84.7K - $111K
|
986
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-305- 3.66% |
$85K - $112K
|
8.02K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-309- 6.56% |
$86.1K - $113K
|
4.4K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-309- 57.12% |
$86.1K - $113K
|
232
$84.4K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-319- 29.84% |
$88.9K - $117K
|
750
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-320- 8.94% |
$89.2K - $117K
|
3.26K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-321- 15.09% |
$89.4K - $118K
|
1.81K
$657K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-323- 1.33% |
$90K - $118K
|
23.9K
$8.69M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-324- 12.09% |
$90.3K - $119K
|
2.36K
$858K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-324- 6.04% |
$90.3K - $119K
|
5.04K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-325- 1.76% |
$90.6K - $119K
|
18.1K
$6.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-326- 15.99% |
$90.8K - $119K
|
1.71K
$623K
|