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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
418New |
$86K - $104K
|
418
$152K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
413+ 8.41% |
$85K - $102K
|
5.32K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
410+ 1.94% |
$84.4K - $102K
|
21.6K
$7.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
407+ 9.95% |
$83.7K - $101K
|
4.5K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
405+ 4.4% |
$83.3K - $100K
|
9.61K
$3.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
399+ 6.51% |
$82.1K - $98.8K
|
6.53K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
396+ 39.32% |
$81.5K - $98.1K
|
1.4K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
396+ 1.38% |
$81.5K - $98.1K
|
29K
$10.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
395+ 2.37% |
$81.3K - $97.8K
|
17K
$6.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
395New |
$81.3K - $97.8K
|
395
$144K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
391+ 24.78% |
$80.4K - $96.8K
|
1.97K
$716K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
389+ 0.78% |
$80K - $96.3K
|
50.5K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
387+ 5.05% |
$79.6K - $95.8K
|
8.04K
$2.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
384+ 9.34% |
$79K - $95.1K
|
4.5K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
380+ 5.05% |
$78.2K - $94.1K
|
7.91K
$2.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
376+ 9.46% |
$77.4K - $93.1K
|
4.35K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
374+ 5.03% |
$77K - $92.6K
|
7.81K
$2.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
370+ 1.93% |
$76.1K - $91.6K
|
19.5K
$7.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
366+ 1.0% |
$75.3K - $90.6K
|
37.1K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
364+ 3.59% |
$74.9K - $90.2K
|
10.5K
$3.83M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
360+ 5.7% |
$74.1K - $89.2K
|
6.67K
$2.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
360+ 5.49% |
$74.1K - $89.2K
|
6.92K
$2.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
360+ 8.14% |
$74.1K - $89.2K
|
4.78K
$1.74M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
357+ 3.32% |
$73.5K - $88.4K
|
11.1K
$4.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
355+ 2.91% |
$73K - $87.9K
|
12.5K
$4.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
355+ 3.3% |
$73K - $87.9K
|
11.1K
$4.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
353+ 0.76% |
$72.6K - $87.4K
|
46.6K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
351+ 3.85% |
$72.2K - $86.9K
|
9.47K
$3.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
350+ 32.71% |
$72K - $86.7K
|
1.42K
$517K
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
349+ 21.62% |
$71.8K - $86.4K
|
1.96K
$714K
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
345+ 1.6% |
$71K - $85.4K
|
21.9K
$7.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
343+ 33.08% |
$70.6K - $85K
|
1.38K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
341+ 3.44% |
$70.2K - $84.5K
|
10.3K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
340New |
$70K - $84.2K
|
340
$124K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
338+ 8.78% |
$69.5K - $83.7K
|
4.19K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
334+ 3.33% |
$68.7K - $82.7K
|
10.4K
$3.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
332+ 25.06% |
$68.3K - $82.2K
|
1.66K
$603K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
330+ 14.34% |
$67.9K - $81.7K
|
2.63K
$957K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
328+ 28.7% |
$67.5K - $81.2K
|
1.47K
$535K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
325+ 1.24% |
$66.9K - $80.5K
|
26.5K
$9.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
323+ 3.42% |
$66.5K - $80K
|
9.76K
$3.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
321+ 1.85% |
$66K - $79.5K
|
17.7K
$6.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
319+ 0.63% |
$65.6K - $79K
|
51.1K
$18.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
318+ 1.82% |
$65.4K - $78.8K
|
17.8K
$6.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
317+ 0.02% |
$65.2K - $78.5K
|
1.81M
$660M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
315+ 21.23% |
$64.8K - $78K
|
1.8K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
315New |
$64.8K - $78K
|
315
$115K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
314+ 8.69% |
$64.6K - $77.8K
|
3.93K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
310+ 0.77% |
$63.8K - $76.8K
|
40.4K
$14.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
310+ 15.16% |
$63.8K - $76.8K
|
2.36K
$857K
|