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 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-230- 2.58% |
$64.1K - $84.3K
|
8.69K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-232- 1.12% |
$64.6K - $85K
|
20.5K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-232- 29.26% |
$64.6K - $85K
|
561
$234K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-235- 2.84% |
$65.5K - $86.1K
|
8.05K
$3.36M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-236- 3.65% |
$65.8K - $86.5K
|
6.23K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-237- 6.95% |
$66K - $86.8K
|
3.17K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-238- 19.22% |
$66.3K - $87.2K
|
1K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-238- 2.4% |
$66.3K - $87.2K
|
9.67K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-239- 2.7% |
$66.6K - $87.6K
|
8.61K
$3.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-240- 19.05% |
$66.9K - $87.9K
|
1.02K
$426K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-243- 2.96% |
$67.7K - $89K
|
7.96K
$3.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-245- 2.11% |
$68.3K - $89.8K
|
11.4K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-247- 11.21% |
$68.8K - $90.5K
|
1.96K
$816K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-248- 3.29% |
$69.1K - $90.9K
|
7.28K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-248- 4.06% |
$69.1K - $90.9K
|
5.87K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-250- 11.24% |
$69.7K - $91.6K
|
1.98K
$824K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 7.19% |
$69.7K - $91.6K
|
3.23K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-250- 2.71% |
$69.7K - $91.6K
|
8.97K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 13.44% |
$69.7K - $91.6K
|
1.61K
$672K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-250- 0.59% |
$69.7K - $91.6K
|
42.1K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-250- 7.35% |
$69.7K - $91.6K
|
3.15K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-250- 22.94% |
$69.7K - $91.6K
|
840
$350K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-251- 0.28% |
$69.9K - $92K
|
89.3K
$37.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-255- 1.49% |
$71.1K - $93.4K
|
16.8K
$7.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-255- 16.39% |
$71.1K - $93.4K
|
1.3K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-256- 8.61% |
$71.3K - $93.8K
|
2.72K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-257- 4.28% |
$71.6K - $94.2K
|
5.75K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-258- 16.18% |
$71.9K - $94.5K
|
1.34K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-260- 1.57% |
$72.4K - $95.3K
|
16.3K
$6.81M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-261- 3.43% |
$72.7K - $95.6K
|
7.35K
$3.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-265- 3.17% |
$73.8K - $97.1K
|
8.09K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-270- 0.17% |
$75.2K - $98.9K
|
161K
$67M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-271- 1.68% |
$75.5K - $99.3K
|
15.9K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-272- 14.89% |
$75.8K - $99.7K
|
1.56K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-275- 2.57% |
$76.6K - $101K
|
10.4K
$4.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.31% |
$76.9K - $101K
|
8.06K
$3.36M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-277- 2.33% |
$77.2K - $102K
|
11.6K
$4.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-281- 66.27% |
$78.3K - $103K
|
143
$59.7K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-282- 0.27% |
$78.6K - $103K
|
104K
$43.4M
|
|
|
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
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-283- 0.66% |
$78.9K - $104K
|
42.8K
$17.9M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-283- 5.98% |
$78.9K - $104K
|
4.45K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-284- 11.12% |
$79.1K - $104K
|
2.27K
$947K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-285- 57.58% |
$79.4K - $104K
|
210
$87.6K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-286- 4.11% |
$79.7K - $105K
|
6.67K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-288- 33.84% |
$80.2K - $106K
|
563
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-289- 9.93% |
$80.5K - $106K
|
2.62K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-290- 4.1% |
$80.8K - $106K
|
6.79K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-293- 9.15% |
$81.6K - $107K
|
2.91K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-293- 21.74% |
$81.6K - $107K
|
1.06K
$440K
|