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
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.59K+ 249.83% |
$1M - $1.32M
|
5.03K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.57K+ 22.47% |
$995K - $1.31M
|
19.5K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.5KNew |
$976K - $1.28M
|
3.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$965K - $1.27M
|
3.47K
$1.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.45KNew |
$961K - $1.26M
|
3.45K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
3.43K+ 0.93% |
$956K - $1.26M
|
372K
$140M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.43KNew |
$954K - $1.26M
|
3.43K
$1.29M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
3.39KNew |
$945K - $1.24M
|
3.39K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.36K+ 3.9% |
$937K - $1.23M
|
89.7K
$33.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.34K+ 290.59% |
$930K - $1.22M
|
4.48K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.33KNew |
$929K - $1.22M
|
3.33K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.3K+ 17.81% |
$920K - $1.21M
|
21.8K
$8.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.3K+ 7.78% |
$919K - $1.21M
|
45.7K
$17.2M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.26K+ 153.3% |
$907K - $1.19M
|
5.38K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.25KNew |
$905K - $1.19M
|
3.25K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.24KNew |
$904K - $1.19M
|
3.24K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.06K+ 407.05% |
$853K - $1.12M
|
3.81K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.04KNew |
$846K - $1.11M
|
3.04K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.03KNew |
$844K - $1.11M
|
3.03K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.02K+ 9.39% |
$840K - $1.1M
|
35.1K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.96K+ 0.36% |
$825K - $1.09M
|
822K
$309M
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.94KNew |
$819K - $1.08M
|
2.94K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2.85K+ 23.43% |
$793K - $1.04M
|
15K
$5.64M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.82K+ 48.61% |
$784K - $1.03M
|
8.61K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.8K+ 100.36% |
$779K - $1.02M
|
5.58K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 43.63% |
$738K - $971K
|
8.72K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.64K+ 386.82% |
$736K - $968K
|
3.33K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.61KNew |
$726K - $955K
|
2.61K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.59KNew |
$722K - $950K
|
2.59K
$974K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.57K+ 1.79% |
$715K - $940K
|
146K
$54.9M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.55K+ 11.83% |
$711K - $935K
|
24.1K
$9.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.55KNew |
$710K - $933K
|
2.55K
$957K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.52K+ 7.27% |
$702K - $924K
|
37.2K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 37.49% |
$693K - $912K
|
9.12K
$3.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.48K+ 365.39% |
$691K - $909K
|
3.16K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.45KNew |
$683K - $898K
|
2.45K
$921K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$681K - $896K
|
2.45K
$919K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.44K+ 23.43% |
$680K - $894K
|
12.9K
$4.83M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.38K+ 31.97% |
$662K - $870K
|
9.8K
$3.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.35K+ 2.75% |
$653K - $859K
|
87.7K
$33M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.31KNew |
$643K - $846K
|
2.31K
$867K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.3K+ 323.94% |
$641K - $843K
|
3.01K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.28K+ 19.18% |
$636K - $837K
|
14.2K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
2.27KNew |
$633K - $833K
|
2.27K
$854K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.26K+ 3.84% |
$629K - $827K
|
61K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.24KNew |
$624K - $820K
|
2.24K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.2K+ 83.39% |
$613K - $806K
|
4.84K
$1.82M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.19KNew |
$610K - $802K
|
2.19K
$823K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.14K+ 33.86% |
$597K - $785K
|
8.46K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.11K+ 49.23% |
$588K - $774K
|
6.4K
$2.4M
|