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
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.57K- 49.11% |
$994K - $1.31M
|
3.7K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.61K- 62.43% |
$1M - $1.32M
|
2.17K
$873K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.68K- 86.9% |
$1.03M - $1.35M
|
555
$223K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.69K- 25.04% |
$1.03M - $1.35M
|
11K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.7K- 19.57% |
$1.03M - $1.36M
|
15.2K
$6.12M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.73K- 12.8% |
$1.04M - $1.36M
|
25.4K
$10.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.75K- 8.46% |
$1.04M - $1.37M
|
40.6K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.78K- 2.45% |
$1.05M - $1.39M
|
150K
$60.5M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.85K- 85.87% |
$1.07M - $1.41M
|
634
$255K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.87K- 16.01% |
$1.08M - $1.42M
|
20.3K
$8.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.99K- 13.92% |
$1.11M - $1.46M
|
24.7K
$9.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-4.01K- 82.69% |
$1.12M - $1.47M
|
839
$337K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-4.09K- 41.31% |
$1.14M - $1.5M
|
5.81K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.12K- 5.37% |
$1.15M - $1.51M
|
72.7K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.13K- 1.14% |
$1.15M - $1.51M
|
357K
$144M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.2K- 12.77% |
$1.17M - $1.54M
|
28.7K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.26K- 8.41% |
$1.19M - $1.56M
|
46.3K
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.35K- 54.45% |
$1.21M - $1.59M
|
3.64K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.35K- 2.03% |
$1.21M - $1.59M
|
210K
$84.4M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.4K- 2.66% |
$1.23M - $1.61M
|
161K
$64.9M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-4.4K- 14.2% |
$1.23M - $1.61M
|
26.6K
$10.7M
|
|
|
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
$937K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.42K- 28.63% |
$1.23M - $1.62M
|
11K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.54K- 3.64% |
$1.26M - $1.66M
|
120K
$48.3M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.69K- 57.35% |
$1.31M - $1.72M
|
3.49K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.72K- 16.48% |
$1.32M - $1.73M
|
23.9K
$9.63M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.74K- 15.18% |
$1.32M - $1.74M
|
26.5K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.74K- 16.35% |
$1.32M - $1.74M
|
24.3K
$9.76M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.86K- 3.97% |
$1.35M - $1.78M
|
118K
$47.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-4.94K- 3.76% |
$1.38M - $1.81M
|
127K
$50.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.03K- 11.13% |
$1.4M - $1.84M
|
40.1K
$16.1M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.15K- 28.15% |
$1.43M - $1.89M
|
13.1K
$5.29M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-5.15K- 9.06% |
$1.44M - $1.89M
|
51.7K
$20.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.19K- 27.85% |
$1.45M - $1.9M
|
13.5K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.19K- 8.86% |
$1.45M - $1.9M
|
53.4K
$21.5M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.22K- 9.12% |
$1.45M - $1.91M
|
52K
$20.9M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.24K- 12.08% |
$1.46M - $1.92M
|
38.1K
$15.3M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.43K- 3.44% |
$1.51M - $1.99M
|
152K
$61.2M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.45K- 53.39% |
$1.52M - $2M
|
4.76K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.66K- 51.26% |
$1.58M - $2.07M
|
5.38K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-5.75K- 34.51% |
$1.6M - $2.11M
|
10.9K
$4.38M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.8K- 18.41% |
$1.62M - $2.13M
|
25.7K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-5.85K- 8.76% |
$1.63M - $2.14M
|
60.9K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.87K- 3.25% |
$1.63M - $2.15M
|
174K
$70.2M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.88K- 1.8% |
$1.64M - $2.15M
|
321K
$129M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.91K- 4.11% |
$1.65M - $2.17M
|
138K
$55.5M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-6.14K- 56.19% |
$1.71M - $2.25M
|
4.79K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.34K- 9.4% |
$1.77M - $2.32M
|
61.1K
$24.6M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-6.35K- 9.5% |
$1.77M - $2.33M
|
60.5K
$24.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-6.4K- 45.25% |
$1.78M - $2.34M
|
7.74K
$3.11M
|