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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.43KNew |
$398K - $524K
|
1.43K
$537K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.43K+ 21.63% |
$397K - $523K
|
8.02K
$3.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.41KNew |
$394K - $518K
|
1.41K
$531K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.41K+ 110.61% |
$392K - $516K
|
2.68K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.41K+ 70.63% |
$392K - $516K
|
3.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.39K+ 1.77% |
$388K - $510K
|
80.1K
$30.1M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.39KNew |
$387K - $509K
|
1.39K
$522K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.38K+ 2.03% |
$385K - $506K
|
69.3K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 22.34% |
$383K - $504K
|
7.53K
$2.83M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.36KNew |
$379K - $498K
|
1.36K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.35K+ 62.28% |
$376K - $494K
|
3.52K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.34K+ 23.1% |
$373K - $491K
|
7.14K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 17.21% |
$370K - $486K
|
9.04K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.32K+ 61.88% |
$369K - $485K
|
3.46K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.32KNew |
$368K - $484K
|
1.32K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.31K+ 20.45% |
$365K - $480K
|
7.71K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 8.12% |
$359K - $472K
|
17.2K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.28K+ 61.29% |
$358K - $470K
|
3.38K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.28K+ 124.83% |
$356K - $468K
|
2.3K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.28KNew |
$356K - $468K
|
1.28K
$480K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.27K+ 2.35% |
$355K - $466K
|
55.4K
$20.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.27K+ 21.85% |
$354K - $465K
|
7.08K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 8.37% |
$350K - $461K
|
16.3K
$6.11M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.25K+ 22.73% |
$349K - $459K
|
6.76K
$2.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.25KNew |
$347K - $456K
|
1.25K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.24K+ 25.94% |
$344K - $453K
|
6K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.24K+ 10.79% |
$344K - $453K
|
12.7K
$4.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.23K+ 6.92% |
$342K - $450K
|
19K
$7.13M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.22K+ 3.96% |
$339K - $445K
|
31.9K
$12M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.21K+ 43.3% |
$337K - $443K
|
4K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.2K+ 2.75% |
$333K - $438K
|
44.7K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.19K+ 18.45% |
$333K - $438K
|
7.67K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 0.47% |
$332K - $437K
|
254K
$95.4M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.18KNew |
$329K - $433K
|
1.18K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.18KNew |
$328K - $431K
|
1.18K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.17K+ 9.62% |
$325K - $428K
|
13.3K
$5M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.15K+ 4.38% |
$321K - $422K
|
27.5K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.13K+ 9.78% |
$316K - $415K
|
12.7K
$4.78M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.13K+ 4.07% |
$314K - $413K
|
28.8K
$10.8M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 11.11% |
$314K - $413K
|
11.3K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.11K+ 66.41% |
$310K - $408K
|
2.79K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.11KNew |
$309K - $406K
|
1.11K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.11K+ 13.69% |
$309K - $406K
|
9.2K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.11KNew |
$308K - $405K
|
1.11K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.1K+ 1.71% |
$308K - $405K
|
65.5K
$24.6M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.1K+ 26.1% |
$306K - $403K
|
5.31K
$2M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.06K+ 16.18% |
$295K - $387K
|
7.59K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.05KNew |
$294K - $386K
|
1.05K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 9.13% |
$293K - $385K
|
12.6K
$4.72M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.04KNew |
$290K - $381K
|
1.04K
$391K
|