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 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-2.79K- 76.06% |
$778K - $1.02M
|
879
$330K
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.81K- 28.31% |
$783K - $1.03M
|
7.12K
$2.67M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.81K- 3.87% |
$783K - $1.03M
|
69.8K
$26.2M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.81K- 1.07% |
$784K - $1.03M
|
259K
$97.3M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.99K- 16.12% |
$833K - $1.1M
|
15.6K
$5.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.05K- 72.89% |
$849K - $1.12M
|
1.13K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.05K- 9.75% |
$851K - $1.12M
|
28.3K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.08K- 2.91% |
$858K - $1.13M
|
103K
$38.6M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.08K- 1.06% |
$858K - $1.13M
|
289K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-3.09K- 13.0% |
$862K - $1.13M
|
20.7K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.13K- 6.94% |
$872K - $1.15M
|
41.9K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.2K- 1.3% |
$890K - $1.17M
|
243K
$91.4M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.25K- 99.85% |
$906K - $1.19M
|
5
$1.88K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.29K- 65.01% |
$917K - $1.21M
|
1.77K
$666K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.3K- 91.67% |
$919K - $1.21M
|
300
$113K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.35K- 76.74% |
$932K - $1.23M
|
1.01K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.38K- 1.62% |
$943K - $1.24M
|
205K
$77.1M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.48K- 20.56% |
$970K - $1.28M
|
13.5K
$5.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-3.49K- 17.78% |
$971K - $1.28M
|
16.1K
$6.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.49K- 2.63% |
$972K - $1.28M
|
129K
$48.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-3.49K- 36.95% |
$973K - $1.28M
|
5.96K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.54K- 5.31% |
$985K - $1.3M
|
63.1K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.54K- 3.07% |
$987K - $1.3M
|
112K
$42M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.57K- 49.11% |
$994K - $1.31M
|
3.7K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.61K- 62.43% |
$1M - $1.32M
|
2.17K
$815K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.68K- 86.9% |
$1.03M - $1.35M
|
555
$209K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.69K- 25.04% |
$1.03M - $1.35M
|
11K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.7K- 19.57% |
$1.03M - $1.36M
|
15.2K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.73K- 12.8% |
$1.04M - $1.36M
|
25.4K
$9.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.75K- 8.46% |
$1.04M - $1.37M
|
40.6K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.78K- 2.45% |
$1.05M - $1.39M
|
150K
$56.5M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.85K- 85.87% |
$1.07M - $1.41M
|
634
$238K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.87K- 16.01% |
$1.08M - $1.42M
|
20.3K
$7.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.99K- 13.92% |
$1.11M - $1.46M
|
24.7K
$9.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-4.01K- 82.69% |
$1.12M - $1.47M
|
839
$315K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-4.09K- 41.31% |
$1.14M - $1.5M
|
5.81K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.12K- 5.37% |
$1.15M - $1.51M
|
72.7K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.13K- 1.14% |
$1.15M - $1.51M
|
357K
$134M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.2K- 12.77% |
$1.17M - $1.54M
|
28.7K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.26K- 8.41% |
$1.19M - $1.56M
|
46.3K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.35K- 54.45% |
$1.21M - $1.59M
|
3.64K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.35K- 2.03% |
$1.21M - $1.59M
|
210K
$78.8M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.4K- 2.66% |
$1.23M - $1.61M
|
161K
$60.7M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-4.4K- 14.2% |
$1.23M - $1.61M
|
26.6K
$10M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.41K- 65.45% |
$1.23M - $1.62M
|
2.33K
$876K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.42K- 28.63% |
$1.23M - $1.62M
|
11K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.54K- 3.64% |
$1.26M - $1.66M
|
120K
$45.2M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.69K- 57.35% |
$1.31M - $1.72M
|
3.49K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.72K- 16.48% |
$1.32M - $1.73M
|
23.9K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.74K- 15.18% |
$1.32M - $1.74M
|
26.5K
$9.94M
|