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 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.21K- 21.48% |
$337K - $444K
|
4.43K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.23K- 7.06% |
$341K - $449K
|
16.1K
$6.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.24K- 10.19% |
$344K - $453K
|
10.9K
$4.09M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.24K- 59.35% |
$345K - $454K
|
848
$319K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 2.01% |
$345K - $454K
|
60.4K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.24K- 15.97% |
$346K - $454K
|
6.53K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.25K- 1.05% |
$348K - $458K
|
117K
$44M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.25K- 13.27% |
$349K - $458K
|
8.18K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.26K- 9.4% |
$350K - $460K
|
12.1K
$4.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.28K- 1.83% |
$357K - $470K
|
68.7K
$25.8M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.28K- 76.19% |
$357K - $470K
|
401
$151K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.32K- 18.59% |
$366K - $482K
|
5.76K
$2.16M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.32K- 1.84% |
$369K - $485K
|
70.5K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.36K- 6.09% |
$379K - $499K
|
21K
$7.88M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.37K- 7.56% |
$383K - $503K
|
16.8K
$6.31M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.38K- 4.03% |
$384K - $505K
|
32.8K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.39K- 3.49% |
$388K - $510K
|
38.5K
$14.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.4K- 2.94% |
$389K - $511K
|
46K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.42K- 10.24% |
$396K - $520K
|
12.5K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.43K- 17.46% |
$399K - $525K
|
6.78K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.44K- 11.13% |
$401K - $528K
|
11.5K
$4.32M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.46K- 18.5% |
$407K - $535K
|
6.43K
$2.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.47K- 4.28% |
$410K - $539K
|
32.9K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.47K- 7.59% |
$410K - $539K
|
17.9K
$6.73M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.47K- 43.92% |
$410K - $540K
|
1.88K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.5K- 99.47% |
$417K - $548K
|
8
$3.01K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-1.5K- 17.86% |
$418K - $550K
|
6.9K
$2.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-1.52K- 3.7% |
$424K - $558K
|
39.6K
$14.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.53K- 2.94% |
$427K - $562K
|
50.6K
$19M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.59K- 40.62% |
$442K - $581K
|
2.32K
$871K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.59K- 6.22% |
$443K - $582K
|
24K
$9.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.59K- 2.76% |
$444K - $584K
|
56.1K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.6K- 65.41% |
$446K - $586K
|
846
$318K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.6K- 21.52% |
$446K - $587K
|
5.84K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.61K- 42.94% |
$449K - $590K
|
2.14K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.62K- 14.41% |
$450K - $592K
|
9.6K
$3.61M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.63K- 8.73% |
$455K - $598K
|
17.1K
$6.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.65K- 23.32% |
$459K - $604K
|
5.42K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.65K- 9.35% |
$460K - $605K
|
16K
$6.01M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.66K- 1.24% |
$461K - $607K
|
131K
$49.4M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 2.33% |
$463K - $608K
|
69.6K
$26.2M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 29.39% |
$464K - $610K
|
4K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.69K- 54.22% |
$471K - $619K
|
1.43K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.69K- 2.34% |
$472K - $620K
|
70.6K
$26.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.73K- 27.63% |
$481K - $633K
|
4.53K
$1.7M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.73K- 21.09% |
$482K - $634K
|
6.47K
$2.43M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 5.9% |
$482K - $634K
|
27.6K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.74K- 3.99% |
$485K - $638K
|
41.9K
$15.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.75K- 10.57% |
$488K - $642K
|
14.8K
$5.57M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.76K- 8.3% |
$491K - $646K
|
19.5K
$7.31M
|