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 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.63K- 8.73% |
$455K - $598K
|
17.1K
$5.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.65K- 23.32% |
$459K - $604K
|
5.42K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.65K- 9.35% |
$460K - $605K
|
16K
$4.77M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.66K- 1.24% |
$461K - $607K
|
131K
$39.2M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 2.33% |
$463K - $608K
|
69.6K
$20.8M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 29.39% |
$464K - $610K
|
4K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.69K- 54.22% |
$471K - $619K
|
1.43K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.69K- 2.34% |
$472K - $620K
|
70.6K
$21.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.73K- 27.63% |
$481K - $633K
|
4.53K
$1.35M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.73K- 21.09% |
$482K - $634K
|
6.47K
$1.93M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 5.9% |
$482K - $634K
|
27.6K
$8.22M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.74K- 3.99% |
$485K - $638K
|
41.9K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.75K- 10.57% |
$488K - $642K
|
14.8K
$4.42M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.76K- 8.3% |
$491K - $646K
|
19.5K
$5.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.8K- 3.01% |
$500K - $658K
|
57.9K
$17.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1.8K- 16.22% |
$502K - $660K
|
9.3K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.81K- 13.97% |
$504K - $663K
|
11.1K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.84K- 14.67% |
$512K - $674K
|
10.7K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.84K- 11.71% |
$514K - $676K
|
13.9K
$4.15M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.89K- 15.16% |
$527K - $693K
|
10.6K
$3.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.93K- 59.03% |
$537K - $707K
|
1.34K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.95K- 7.68% |
$542K - $713K
|
23.4K
$6.97M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.97K- 1.29% |
$549K - $722K
|
151K
$45M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.97K- 2.68% |
$549K - $722K
|
71.6K
$21.3M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-1.97K- 8.94% |
$549K - $722K
|
20.1K
$5.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 26.91% |
$557K - $733K
|
5.43K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2K- 44.1% |
$557K - $733K
|
2.54K
$756K
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2K- 11.44% |
$557K - $733K
|
15.5K
$4.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2K- 16.45% |
$558K - $734K
|
10.2K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-2K- 0.22% |
$558K - $734K
|
902K
$269M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.01K- 18.63% |
$559K - $736K
|
8.77K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.04K- 3.23% |
$568K - $748K
|
61.2K
$18.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 20.17% |
$568K - $748K
|
8.08K
$2.41M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.05K- 5.23% |
$571K - $752K
|
37.2K
$11.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.05K- 22.09% |
$572K - $752K
|
7.24K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 44.14% |
$583K - $767K
|
2.65K
$789K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.11K- 4.98% |
$587K - $772K
|
40.2K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.13K- 31.03% |
$593K - $780K
|
4.73K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.14K- 1.84% |
$596K - $783K
|
114K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.16K- 5.28% |
$601K - $790K
|
38.7K
$11.5M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.16K- 4.87% |
$601K - $790K
|
42.1K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.23K- 17.24% |
$620K - $815K
|
10.7K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.25K- 34.02% |
$626K - $823K
|
4.36K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.26K- 71.7% |
$630K - $828K
|
892
$266K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.27K- 12.58% |
$631K - $830K
|
15.7K
$4.69M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.28K- 11.29% |
$635K - $835K
|
17.9K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.29K- 1.95% |
$638K - $839K
|
115K
$34.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 5.98% |
$646K - $850K
|
36.4K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.35K- 7.26% |
$654K - $860K
|
30K
$8.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-2.36K- 16.14% |
$658K - $866K
|
12.3K
$3.66M
|