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 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-9.67K- 8.14% |
$2.69M - $3.54M
|
109K
$39.7M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.95K- 4.01% |
$2.77M - $3.65M
|
238K
$86.7M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.6K- 17.98% |
$2.94M - $3.87M
|
48.1K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-10.6K- 91.42% |
$2.95M - $3.88M
|
993
$361K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.7K- 3.9% |
$2.97M - $3.91M
|
263K
$95.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11K- 9.42% |
$3.06M - $4.03M
|
106K
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-11K- 45.83% |
$3.06M - $4.03M
|
13K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-11.1K- 52.44% |
$3.09M - $4.06M
|
10.1K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-11.1K- 65.37% |
$3.1M - $4.07M
|
5.89K
$2.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 63.16% |
$3.3M - $4.34M
|
6.91K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-11.9K- 8.51% |
$3.32M - $4.37M
|
128K
$46.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.1K- 35.47% |
$3.37M - $4.43M
|
22K
$8.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-12.2K- 15.37% |
$3.39M - $4.45M
|
66.9K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 17.32% |
$3.39M - $4.46M
|
58.1K
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-12.4K- 16.89% |
$3.45M - $4.53M
|
60.9K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13.1K- 15.33% |
$3.64M - $4.78M
|
72.1K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-13.4K- 64.18% |
$3.73M - $4.91M
|
7.48K
$2.72M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-13.8K- 14.77% |
$3.84M - $5.05M
|
79.5K
$28.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-14.2K- 90.05% |
$3.94M - $5.18M
|
1.56K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-14.8K- 64.41% |
$4.13M - $5.43M
|
8.19K
$2.98M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15K- 11.3% |
$4.18M - $5.49M
|
118K
$42.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-15.2K- 11.39% |
$4.25M - $5.59M
|
119K
$43.2M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-15.8K- 2.93% |
$4.41M - $5.81M
|
525K
$191M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.2K- 2.18% |
$4.51M - $5.93M
|
727K
$265M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-16.4K- 96.16% |
$4.58M - $6.02M
|
656
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.9K- 5.18% |
$4.7M - $6.18M
|
309K
$112M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-16.9K- 13.45% |
$4.72M - $6.2M
|
109K
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-17.1K- 35.36% |
$4.76M - $6.26M
|
31.2K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17.5K- 69.74% |
$4.87M - $6.41M
|
7.59K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-17.7K- 12.55% |
$4.93M - $6.49M
|
123K
$44.9M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-17.7K- 16.4% |
$4.94M - $6.49M
|
90.3K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-17.9K- 32.45% |
$4.98M - $6.55M
|
37.2K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-17.9K- 6.8% |
$4.99M - $6.57M
|
246K
$89.4M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.4K- 2.6% |
$5.12M - $6.74M
|
688K
$250M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 84.92% |
$5.12M - $6.74M
|
3.27K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-18.5K- 97.14% |
$5.15M - $6.77M
|
544
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.9K- 61.54% |
$5.27M - $6.93M
|
11.8K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-19.2K- 7.84% |
$5.36M - $7.05M
|
226K
$82.3M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-19.7K- 8.79% |
$5.49M - $7.22M
|
204K
$74.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 3.0% |
$5.54M - $7.29M
|
643K
$234M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21K- 5.37% |
$5.86M - $7.7M
|
371K
$135M
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-21.6K- 22.97% |
$6.01M - $7.91M
|
72.4K
$26.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-21.9K- 3.41% |
$6.09M - $8.01M
|
620K
$225M
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-22.2K- 21.25% |
$6.18M - $8.13M
|
82.2K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 15.17% |
$6.37M - $8.37M
|
128K
$46.5M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-23K- 49.44% |
$6.4M - $8.41M
|
23.5K
$8.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-23.2K- 35.3% |
$6.48M - $8.52M
|
42.6K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.3K- 8.6% |
$6.78M - $8.92M
|
259K
$94.1M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.7K- 7.16% |
$6.89M - $9.06M
|
320K
$117M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-24.9K- 89.36% |
$6.94M - $9.13M
|
2.96K
$1.08M
|