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 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 47.99% |
$584K - $768K
|
6.47K
$2.43M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.09K+ 10.97% |
$583K - $767K
|
21.2K
$7.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 5.86% |
$573K - $754K
|
37.1K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.05K+ 37.5% |
$571K - $750K
|
7.51K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.03K+ 295.91% |
$565K - $743K
|
2.71K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.99K+ 13.09% |
$554K - $728K
|
17.2K
$6.45M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.98K+ 12.97% |
$552K - $726K
|
17.2K
$6.48M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.98K+ 4.44% |
$551K - $724K
|
46.5K
$17.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.93K+ 22.39% |
$537K - $707K
|
10.5K
$3.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$532K - $700K
|
1.91K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$520K - $684K
|
1.87K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.86K+ 14.69% |
$519K - $683K
|
14.5K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.86KNew |
$517K - $680K
|
1.86K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.83K+ 4.73% |
$511K - $672K
|
40.6K
$15.3M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.81K+ 49.35% |
$504K - $663K
|
5.48K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.8KNew |
$502K - $660K
|
1.8K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.79K+ 40.49% |
$498K - $656K
|
6.21K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.78K+ 46.01% |
$497K - $653K
|
5.66K
$2.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.78KNew |
$495K - $650K
|
1.78K
$667K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.77K+ 13.15% |
$493K - $649K
|
15.2K
$5.72M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.77K+ 9.01% |
$493K - $649K
|
21.4K
$8.04M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.76K+ 0.96% |
$490K - $644K
|
186K
$69.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.76K+ 11.93% |
$489K - $643K
|
16.5K
$6.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.75K+ 43.01% |
$488K - $642K
|
5.83K
$2.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.73K+ 88.83% |
$483K - $635K
|
3.69K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.72K+ 13.09% |
$480K - $631K
|
14.9K
$5.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.72K+ 26.04% |
$478K - $628K
|
8.3K
$3.12M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 71.65% |
$473K - $621K
|
4.06K
$1.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.69K+ 3.99% |
$471K - $620K
|
44K
$16.6M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.69KNew |
$470K - $618K
|
1.69K
$634K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 19.34% |
$468K - $615K
|
10.4K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.66KNew |
$461K - $606K
|
1.66K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.65K+ 13.31% |
$459K - $604K
|
14K
$5.28M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.65KNew |
$459K - $604K
|
1.65K
$619K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.61K+ 1.63% |
$449K - $591K
|
101K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.61KNew |
$448K - $590K
|
1.61K
$605K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 24.29% |
$446K - $587K
|
8.2K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.6K+ 11.99% |
$446K - $586K
|
14.9K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.59KNew |
$443K - $582K
|
1.59K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.59K+ 17.89% |
$442K - $582K
|
10.5K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.58K+ 21.46% |
$441K - $580K
|
8.95K
$3.36M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.58K+ 0.67% |
$439K - $578K
|
235K
$88.5M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 1.48% |
$434K - $571K
|
106K
$40M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.56K+ 7.33% |
$434K - $570K
|
22.8K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$429K - $565K
|
1.54K
$579K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.53K+ 54.34% |
$426K - $560K
|
4.34K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.49K+ 14.4% |
$415K - $545K
|
11.8K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.45KNew |
$403K - $529K
|
1.45K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.44K+ 23.6% |
$400K - $527K
|
7.53K
$2.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.43K+ 8.96% |
$399K - $524K
|
17.4K
$6.54M
|