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 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-802- 19.63% |
$223K - $294K
|
3.28K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-802- 47.97% |
$223K - $294K
|
870
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-803- 15.84% |
$224K - $294K
|
4.27K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-807- 7.02% |
$225K - $296K
|
10.7K
$4.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-818- 10.65% |
$228K - $300K
|
6.86K
$2.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-827- 59.2% |
$230K - $303K
|
570
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-832- 10.06% |
$232K - $305K
|
7.44K
$2.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-841- 4.82% |
$234K - $308K
|
16.6K
$6.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-850- 5.76% |
$237K - $311K
|
13.9K
$5.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-858- 5.74% |
$239K - $314K
|
14.1K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-862- 39.74% |
$240K - $316K
|
1.31K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-874- 46.91% |
$244K - $320K
|
989
$372K
|
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-880- 5.12% |
$245K - $322K
|
16.3K
$6.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-889- 38.59% |
$248K - $326K
|
1.42K
$532K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-906- 4.94% |
$252K - $332K
|
17.4K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-908- 8.08% |
$253K - $333K
|
10.3K
$3.88M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-910- 22.78% |
$254K - $333K
|
3.08K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-935- 8.42% |
$261K - $343K
|
10.2K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-936- 0.91% |
$261K - $343K
|
102K
$38.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-945- 1.05% |
$263K - $346K
|
89.2K
$33.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-948- 12.58% |
$264K - $347K
|
6.59K
$2.48M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-958- 6.16% |
$267K - $351K
|
14.6K
$5.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-966- 29.19% |
$269K - $354K
|
2.34K
$880K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-969- 9.22% |
$270K - $355K
|
9.55K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-993- 2.97% |
$277K - $364K
|
32.4K
$12.2M
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 4.46% |
$279K - $366K
|
21.4K
$8.04M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1K- 2.99% |
$279K - $366K
|
32.5K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 50.0% |
$279K - $366K
|
1K
$376K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 2.36% |
$280K - $368K
|
41.5K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1K- 6.09% |
$280K - $368K
|
15.5K
$5.82M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.01K- 5.52% |
$282K - $371K
|
17.3K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.01K- 4.09% |
$283K - $372K
|
23.8K
$8.93M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 15.2% |
$284K - $373K
|
5.68K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.03K- 36.04% |
$286K - $376K
|
1.82K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.04K- 12.38% |
$291K - $382K
|
7.38K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.05K- 1.54% |
$291K - $383K
|
66.8K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.05K- 4.15% |
$291K - $383K
|
24.1K
$9.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-1.08K- 26.99% |
$301K - $396K
|
2.93K
$1.1M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.1K- 55.56% |
$306K - $403K
|
880
$331K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.1K- 3.13% |
$307K - $404K
|
34.1K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.12K- 2.36% |
$312K - $410K
|
46.3K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.12K- 28.41% |
$313K - $412K
|
2.83K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.13K- 9.68% |
$315K - $414K
|
10.5K
$3.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 47.27% |
$319K - $419K
|
1.28K
$480K
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.16K- 2.16% |
$322K - $423K
|
52.3K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.16K- 8.45% |
$322K - $424K
|
12.5K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 68.05% |
$330K - $434K
|
556
$209K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 0.57% |
$334K - $439K
|
208K
$78.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 3.9% |
$334K - $440K
|
29.6K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.2K- 41.38% |
$334K - $440K
|
1.7K
$639K
|