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 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.65K+ 7.52% |
$1.57M - $2.07M
|
80.8K
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.58K+ 509.6% |
$1.55M - $2.04M
|
6.67K
$2.51M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.57K+ 1.01% |
$1.55M - $2.04M
|
555K
$209M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 3.19% |
$1.55M - $2.03M
|
180K
$67.5M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.41KNew |
$1.51M - $1.98M
|
5.41K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 901.68% |
$1.49M - $1.97M
|
5.96K
$2.24M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.28KNew |
$1.47M - $1.93M
|
5.28K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.27K+ 17.49% |
$1.47M - $1.93M
|
35.4K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.26K+ 42.84% |
$1.47M - $1.93M
|
17.5K
$6.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.21K+ 1.19% |
$1.45M - $1.91M
|
443K
$166M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.18K+ 6.89% |
$1.44M - $1.9M
|
80.3K
$30.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5.15K+ 13.97% |
$1.43M - $1.89M
|
42K
$15.8M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.12K+ 4.18% |
$1.43M - $1.88M
|
128K
$48M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.08K+ 164.29% |
$1.41M - $1.86M
|
8.16K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$1.41M - $1.85M
|
5.05K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.03K+ 7.35% |
$1.4M - $1.84M
|
73.4K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 127.54% |
$1.39M - $1.82M
|
8.88K
$3.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.96KNew |
$1.38M - $1.82M
|
4.96K
$1.86M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.92KNew |
$1.37M - $1.8M
|
4.92K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.76K+ 9.55% |
$1.33M - $1.74M
|
54.5K
$20.5M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.74KNew |
$1.32M - $1.74M
|
4.74K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.7K+ 17.54% |
$1.31M - $1.72M
|
31.5K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4.67KNew |
$1.3M - $1.71M
|
4.67K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.64KNew |
$1.29M - $1.7M
|
4.64K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.57K+ 5.14% |
$1.27M - $1.67M
|
93.5K
$35.1M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4.5K+ 1.48% |
$1.25M - $1.65M
|
308K
$116M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.45K+ 11.5% |
$1.24M - $1.63M
|
43.2K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.44KNew |
$1.24M - $1.63M
|
4.44K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.43K+ 65.74% |
$1.23M - $1.62M
|
11.2K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.42KNew |
$1.23M - $1.62M
|
4.42K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
4.28KNew |
$1.19M - $1.57M
|
4.28K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.15K+ 10.24% |
$1.16M - $1.52M
|
44.7K
$16.8M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.14K+ 9.64% |
$1.15M - $1.52M
|
47K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$1.15M - $1.51M
|
4.13K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.05K+ 10.37% |
$1.13M - $1.48M
|
43.1K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.04K+ 512.94% |
$1.13M - $1.48M
|
4.83K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.03K+ 6.96% |
$1.12M - $1.48M
|
61.9K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.01K+ 60.76% |
$1.12M - $1.47M
|
10.6K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.01K+ 19.66% |
$1.12M - $1.47M
|
24.4K
$9.18M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.97KNew |
$1.11M - $1.45M
|
3.97K
$1.49M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$1.11M - $1.45M
|
3.97K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.96K+ 12.68% |
$1.1M - $1.45M
|
35.2K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.94KNew |
$1.1M - $1.44M
|
3.94K
$1.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.92K+ 17.27% |
$1.09M - $1.44M
|
26.7K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.85K+ 8.14% |
$1.07M - $1.41M
|
51.2K
$19.2M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.83K+ 25.38% |
$1.07M - $1.4M
|
18.9K
$7.11M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.82K+ 11.4% |
$1.06M - $1.4M
|
37.3K
$14M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.75K+ 9.43% |
$1.05M - $1.37M
|
43.5K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.71KNew |
$1.03M - $1.36M
|
3.71K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.6K+ 391.72% |
$1M - $1.32M
|
4.51K
$1.7M
|