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 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
784+ 2.2% |
$218K - $287K
|
36.5K
$13.7M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
780New |
$217K - $286K
|
780
$293K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
778+ 11.81% |
$217K - $285K
|
7.36K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
776+ 4.75% |
$216K - $284K
|
17.1K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
774+ 71.01% |
$216K - $284K
|
1.86K
$700K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
773+ 17.64% |
$215K - $283K
|
5.16K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
771New |
$215K - $283K
|
771
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
768+ 28.13% |
$214K - $281K
|
3.5K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
768New |
$214K - $281K
|
768
$289K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
767+ 13.67% |
$214K - $281K
|
6.38K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
766+ 28.24% |
$213K - $281K
|
3.48K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
765+ 16.92% |
$213K - $280K
|
5.29K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
762+ 48.5% |
$212K - $279K
|
2.33K
$877K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
755+ 7.39% |
$210K - $277K
|
11K
$4.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
751+ 4.98% |
$209K - $275K
|
15.8K
$5.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
750+ 14.49% |
$209K - $275K
|
5.93K
$2.23M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
744New |
$207K - $273K
|
744
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
744New |
$207K - $273K
|
744
$280K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
744New |
$207K - $273K
|
744
$280K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
742New |
$207K - $272K
|
742
$279K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
739+ 12.29% |
$206K - $271K
|
6.75K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
736+ 3.24% |
$205K - $270K
|
23.5K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
735New |
$205K - $269K
|
735
$276K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
730New |
$203K - $267K
|
730
$274K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
729+ 3.58% |
$203K - $267K
|
21.1K
$7.92M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
716New |
$199K - $262K
|
716
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
707New |
$197K - $259K
|
707
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
707+ 6.18% |
$197K - $259K
|
12.1K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
706New |
$197K - $259K
|
706
$265K
|
|
|
May 09, 2024
Q1 2024
|
Fractal Investments LLC
|
BUY
|
- |
700New |
$195K - $257K
|
700
$263K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
699+ 18.84% |
$195K - $256K
|
4.41K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
698+ 2.65% |
$194K - $256K
|
27K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
697New |
$194K - $255K
|
697
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
693New |
$193K - $254K
|
693
$260K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
692New |
$193K - $254K
|
692
$260K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
692+ 36.75% |
$193K - $254K
|
2.58K
$968K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
684+ 4.37% |
$191K - $251K
|
16.3K
$6.13M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
682+ 15.58% |
$190K - $250K
|
5.06K
$1.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
681New |
$190K - $250K
|
681
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
680New |
$189K - $249K
|
680
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
680New |
$189K - $249K
|
680
$256K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
679New |
$189K - $249K
|
679
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
678New |
$189K - $248K
|
678
$255K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
676New |
$188K - $248K
|
676
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
672+ 2.91% |
$187K - $246K
|
23.8K
$8.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
670New |
$187K - $246K
|
670
$252K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
670+ 36.37% |
$187K - $246K
|
2.51K
$944K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
669New |
$186K - $245K
|
669
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
668New |
$186K - $245K
|
668
$251K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
668New |
$186K - $245K
|
668
$251K
|