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 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-448- 1.6% |
$125K - $164K
|
27.5K
$10.3M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-451- 14.64% |
$126K - $165K
|
2.63K
$988K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-451- 10.67% |
$126K - $165K
|
3.77K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-451- 4.44% |
$126K - $165K
|
9.72K
$3.65M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-452- 8.47% |
$126K - $166K
|
4.88K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-454- 4.12% |
$126K - $166K
|
10.6K
$3.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-455- 7.25% |
$127K - $167K
|
5.82K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-456- 1.07% |
$127K - $167K
|
42.3K
$15.9M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-457- 0.82% |
$127K - $167K
|
55.2K
$20.7M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-457- 1.68% |
$127K - $167K
|
26.8K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-458- 1.27% |
$128K - $168K
|
35.6K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-459- 5.86% |
$128K - $168K
|
7.37K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-463- 8.87% |
$129K - $170K
|
4.76K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-473- 31.94% |
$132K - $173K
|
1.01K
$379K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-475- 13.26% |
$132K - $174K
|
3.11K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-478- 2.66% |
$133K - $175K
|
17.5K
$6.56M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-485- 17.51% |
$135K - $178K
|
2.29K
$859K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-489- 3.68% |
$136K - $179K
|
12.8K
$4.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-490- 28.42% |
$137K - $180K
|
1.23K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-491- 1.94% |
$137K - $180K
|
24.9K
$9.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-497- 2.7% |
$138K - $182K
|
17.9K
$6.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-500- 11.11% |
$139K - $183K
|
4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-500- 7.3% |
$139K - $183K
|
6.35K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-501- 2.7% |
$140K - $184K
|
18.1K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-503- 45.56% |
$140K - $184K
|
601
$226K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-507- 32.27% |
$141K - $186K
|
1.06K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-509- 3.02% |
$142K - $187K
|
16.3K
$6.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-514- 11.96% |
$143K - $188K
|
3.79K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-526- 6.96% |
$147K - $193K
|
7.03K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-527- 16.31% |
$147K - $193K
|
2.71K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-530- 1.94% |
$148K - $194K
|
26.8K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-539- 3.44% |
$150K - $198K
|
15.1K
$5.69M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-540- 30.84% |
$150K - $198K
|
1.21K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-542- 6.07% |
$151K - $199K
|
8.39K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-543- 3.23% |
$151K - $199K
|
16.3K
$6.12M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-544- 16.34% |
$152K - $199K
|
2.79K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-547- 1.52% |
$152K - $200K
|
35.3K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-547- 5.1% |
$152K - $200K
|
10.2K
$3.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-552- 17.46% |
$154K - $202K
|
2.61K
$980K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-554- 25.26% |
$154K - $203K
|
1.64K
$616K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-554- 17.24% |
$154K - $203K
|
2.66K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 32.26% |
$159K - $208K
|
1.2K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-573- 14.0% |
$160K - $210K
|
3.52K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-578- 27.15% |
$161K - $212K
|
1.55K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-580- 43.12% |
$162K - $213K
|
765
$287K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-586- 3.67% |
$163K - $215K
|
15.4K
$5.78M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-591- 26.95% |
$165K - $217K
|
1.6K
$602K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-596- 49.3% |
$166K - $218K
|
613
$230K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-596- 10.93% |
$166K - $218K
|
4.86K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-596- 22.08% |
$166K - $218K
|
2.1K
$790K
|