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 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.8K- 3.01% |
$500K - $658K
|
57.9K
$21.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1.8K- 16.22% |
$502K - $660K
|
9.3K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.81K- 13.97% |
$504K - $663K
|
11.1K
$4.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.84K- 14.67% |
$512K - $674K
|
10.7K
$4.02M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.84K- 11.71% |
$514K - $676K
|
13.9K
$5.23M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.89K- 15.16% |
$527K - $693K
|
10.6K
$3.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.93K- 59.03% |
$537K - $707K
|
1.34K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.95K- 7.68% |
$542K - $713K
|
23.4K
$8.79M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.97K- 1.29% |
$549K - $722K
|
151K
$56.7M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.97K- 2.68% |
$549K - $722K
|
71.6K
$26.9M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-1.97K- 8.94% |
$549K - $722K
|
20.1K
$7.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 26.91% |
$557K - $733K
|
5.43K
$2.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2K- 44.1% |
$557K - $733K
|
2.54K
$953K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2K- 11.44% |
$557K - $733K
|
15.5K
$5.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 16.45% |
$558K - $734K
|
10.2K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-2K- 0.22% |
$558K - $734K
|
902K
$339M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.01K- 18.63% |
$559K - $736K
|
8.77K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.04K- 3.23% |
$568K - $748K
|
61.2K
$23M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 20.17% |
$568K - $748K
|
8.08K
$3.03M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.05K- 5.23% |
$571K - $752K
|
37.2K
$14M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.05K- 22.09% |
$572K - $752K
|
7.24K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 44.14% |
$583K - $767K
|
2.65K
$995K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.11K- 4.98% |
$587K - $772K
|
40.2K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.13K- 31.03% |
$593K - $780K
|
4.73K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.14K- 1.84% |
$596K - $783K
|
114K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.16K- 5.28% |
$601K - $790K
|
38.7K
$14.5M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.16K- 4.87% |
$601K - $790K
|
42.1K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.23K- 17.24% |
$620K - $815K
|
10.7K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.25K- 34.02% |
$626K - $823K
|
4.36K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.26K- 71.7% |
$630K - $828K
|
892
$335K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.27K- 12.58% |
$631K - $830K
|
15.7K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.28K- 11.29% |
$635K - $835K
|
17.9K
$6.73M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.29K- 1.95% |
$638K - $839K
|
115K
$43.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 5.98% |
$646K - $850K
|
36.4K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.35K- 7.26% |
$654K - $860K
|
30K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-2.36K- 16.14% |
$658K - $866K
|
12.3K
$4.61M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.38K- 2.01% |
$663K - $872K
|
116K
$43.5M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.42K- 10.98% |
$674K - $886K
|
19.6K
$7.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.42K- 52.87% |
$675K - $888K
|
2.16K
$812K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.53K- 1.57% |
$704K - $925K
|
159K
$59.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.54K- 3.61% |
$707K - $930K
|
67.7K
$25.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 4.32% |
$714K - $938K
|
56.7K
$21.3M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62K- 39.56% |
$730K - $960K
|
4.01K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65KClosed |
$738K - $970K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-2.65K- 32.97% |
$739K - $972K
|
5.39K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.7K- 36.52% |
$752K - $989K
|
4.69K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.71K- 25.23% |
$756K - $994K
|
8.04K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.74K- 13.29% |
$762K - $1M
|
17.8K
$6.71M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.76K- 5.6% |
$770K - $1.01M
|
46.6K
$17.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.78K- 28.29% |
$775K - $1.02M
|
7.05K
$2.65M
|