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 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.04KNew |
$289K - $380K
|
1.04K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.04K+ 112.36% |
$289K - $380K
|
1.96K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$288K - $379K
|
1.04K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.03K+ 84.84% |
$287K - $377K
|
2.24K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 43.78% |
$285K - $375K
|
3.36K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.02K+ 12.96% |
$284K - $374K
|
8.89K
$3.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1K+ 11.94% |
$280K - $368K
|
9.41K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
1K+ 34.96% |
$280K - $368K
|
3.88K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1KNew |
$279K - $366K
|
1K
$376K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1K+ 400.0% |
$279K - $366K
|
1.25K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
996+ 3.23% |
$278K - $365K
|
31.9K
$12M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
995+ 11.21% |
$277K - $365K
|
9.87K
$3.71M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
968+ 1.32% |
$270K - $355K
|
74.3K
$27.9M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
961New |
$268K - $352K
|
961
$361K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
950New |
$265K - $348K
|
950
$357K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
948+ 1.57% |
$264K - $347K
|
61.4K
$23.1M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
945New |
$263K - $346K
|
945
$355K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
945+ 0.48% |
$263K - $346K
|
197K
$74.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
943+ 81.15% |
$263K - $346K
|
2.11K
$791K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
940+ 23.27% |
$262K - $344K
|
4.98K
$1.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
935+ 33.43% |
$261K - $343K
|
3.73K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
930+ 52.93% |
$259K - $341K
|
2.69K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
924New |
$257K - $339K
|
924
$347K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
920+ 6.52% |
$256K - $337K
|
15K
$5.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
914+ 24.15% |
$255K - $335K
|
4.7K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
904+ 2.44% |
$252K - $331K
|
38K
$14.3M
|
|
|
Jun 07, 2024
Q1 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
900+ 0.82% |
$251K - $330K
|
111K
$41.7M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
892New |
$249K - $327K
|
892
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
883+ 38.93% |
$246K - $324K
|
3.15K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
870+ 9.8% |
$242K - $319K
|
9.75K
$3.66M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
870+ 2.25% |
$242K - $319K
|
39.5K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
860+ 2.28% |
$240K - $315K
|
38.5K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
853+ 7.88% |
$238K - $313K
|
11.7K
$4.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
852+ 13.99% |
$237K - $312K
|
6.94K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
845+ 65.76% |
$235K - $310K
|
2.13K
$800K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
843New |
$235K - $309K
|
843
$317K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
837New |
$233K - $307K
|
837
$315K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
831New |
$232K - $305K
|
831
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
830New |
$231K - $304K
|
830
$312K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
823+ 20.66% |
$229K - $302K
|
4.81K
$1.81M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
816+ 71.64% |
$227K - $299K
|
1.96K
$735K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
815New |
$227K - $299K
|
815
$306K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
807New |
$225K - $296K
|
807
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
804+ 4.3% |
$224K - $295K
|
19.5K
$7.33M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
800+ 100.38% |
$223K - $293K
|
1.6K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
796New |
$222K - $292K
|
796
$299K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
795+ 260.66% |
$222K - $291K
|
1.1K
$413K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
794+ 2.72% |
$221K - $291K
|
30K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
790+ 2.28% |
$220K - $289K
|
35.5K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
787New |
$219K - $288K
|
787
$296K
|