Purchases and Sales Made in Q2 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
795+ 46.57% |
$164K - $197K
|
2.5K
$910K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
794New |
$163K - $197K
|
794
$289K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
788+ 1.51% |
$162K - $195K
|
52.8K
$19.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
786+ 1.7% |
$162K - $195K
|
47.1K
$17.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
785+ 22.69% |
$162K - $194K
|
4.24K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
762+ 3.39% |
$157K - $189K
|
23.2K
$8.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
758+ 1.75% |
$156K - $188K
|
44K
$16M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
758+ 8.14% |
$156K - $188K
|
10.1K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
752+ 5.96% |
$155K - $186K
|
13.4K
$4.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
752+ 7.35% |
$155K - $186K
|
11K
$4M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
741New |
$152K - $184K
|
741
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
737+ 6141.67% |
$152K - $183K
|
749
$273K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
734+ 25.5% |
$151K - $182K
|
3.61K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
733+ 37.9% |
$151K - $182K
|
2.67K
$970K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
723+ 18.95% |
$149K - $179K
|
4.54K
$1.65M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
722+ 10.33% |
$149K - $179K
|
7.71K
$2.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
714+ 16.82% |
$147K - $177K
|
4.96K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
700+ 73.68% |
$144K - $173K
|
1.65K
$600K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
696+ 16.06% |
$143K - $172K
|
5.03K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
696+ 3.05% |
$143K - $172K
|
23.5K
$8.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
695+ 1.02% |
$143K - $172K
|
68.7K
$25M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
690+ 49.22% |
$142K - $171K
|
2.09K
$761K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
681+ 6.58% |
$140K - $169K
|
11K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
678+ 29.71% |
$139K - $168K
|
2.96K
$1.08M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
669+ 7.37% |
$138K - $166K
|
9.75K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
662+ 44.31% |
$136K - $164K
|
2.16K
$785K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
661+ 55.08% |
$136K - $164K
|
1.86K
$677K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
653+ 2.27% |
$134K - $162K
|
29.4K
$10.7M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
650New |
$134K - $161K
|
650
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
647+ 14.16% |
$133K - $160K
|
5.22K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
638+ 0.91% |
$131K - $158K
|
70.6K
$25.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
626+ 2.61% |
$129K - $155K
|
24.6K
$8.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
624+ 3.46% |
$128K - $155K
|
18.7K
$6.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
622+ 16.64% |
$128K - $154K
|
4.36K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
613+ 14.18% |
$126K - $152K
|
4.94K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
605+ 6.54% |
$124K - $150K
|
9.85K
$3.59M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
602+ 4.59% |
$124K - $149K
|
13.7K
$5M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
597+ 12.25% |
$123K - $148K
|
5.47K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
596+ 19.99% |
$123K - $148K
|
3.58K
$1.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
591+ 25.05% |
$122K - $146K
|
2.95K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
589+ 21.94% |
$121K - $146K
|
3.27K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
588+ 13.55% |
$121K - $146K
|
4.93K
$1.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
584+ 15.63% |
$120K - $145K
|
4.32K
$1.57M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
578+ 23.44% |
$119K - $143K
|
3.04K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
565+ 2260.0% |
$116K - $140K
|
590
$215K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
558+ 34.21% |
$115K - $138K
|
2.19K
$797K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
557New |
$115K - $138K
|
557
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
553+ 5.46% |
$114K - $137K
|
10.7K
$3.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
550+ 16.58% |
$113K - $136K
|
3.87K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
545+ 23.7% |
$112K - $135K
|
2.85K
$1.04M
|