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 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
310+ 8.17% |
$63.8K - $76.8K
|
4.11K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
310+ 14.49% |
$63.8K - $76.8K
|
2.45K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
306+ 131.9% |
$63K - $75.8K
|
538
$196K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
303+ 4.5% |
$62.3K - $75K
|
7.04K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
303+ 2.89% |
$62.3K - $75K
|
10.8K
$3.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
301New |
$61.9K - $74.5K
|
301
$110K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
300+ 2.85% |
$61.7K - $74.3K
|
10.8K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
300+ 600.0% |
$61.7K - $74.3K
|
350
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
300New |
$61.7K - $74.3K
|
300
$109K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
295+ 49.83% |
$60.7K - $73.1K
|
887
$323K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
294+ 2.6% |
$60.5K - $72.8K
|
11.6K
$4.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
294+ 8.21% |
$60.5K - $72.8K
|
3.87K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
290+ 1.62% |
$59.7K - $71.8K
|
18.1K
$6.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
289+ 7.8% |
$59.5K - $71.6K
|
4K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
289+ 0.7% |
$59.5K - $71.6K
|
41.4K
$15.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
287+ 1.09% |
$59.1K - $71.1K
|
26.7K
$9.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
282+ 5.74% |
$58K - $69.8K
|
5.19K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
282+ 18.64% |
$58K - $69.8K
|
1.8K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
282+ 9.76% |
$58K - $69.8K
|
3.17K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
282+ 21.04% |
$58K - $69.8K
|
1.62K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
281+ 0.41% |
$57.8K - $69.6K
|
69K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
281+ 5.83% |
$57.8K - $69.6K
|
5.1K
$1.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
277+ 9.63% |
$57K - $68.6K
|
3.15K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
277+ 29.66% |
$57K - $68.6K
|
1.21K
$441K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
273+ 22.69% |
$56.2K - $67.6K
|
1.48K
$537K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
272New |
$56K - $67.4K
|
272
$99K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
271+ 9.62% |
$55.8K - $67.1K
|
3.09K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
270+ 11.84% |
$55.6K - $66.9K
|
2.55K
$928K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
269+ 9.28% |
$55.3K - $66.6K
|
3.17K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
263+ 1.42% |
$54.1K - $65.1K
|
18.8K
$6.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
262+ 218.33% |
$53.9K - $64.9K
|
382
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
262+ 21.32% |
$53.9K - $64.9K
|
1.49K
$543K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
259+ 20.9% |
$53.3K - $64.1K
|
1.5K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
259+ 0.7% |
$53.3K - $64.1K
|
37.5K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
255+ 17.44% |
$52.5K - $63.2K
|
1.72K
$625K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
254+ 5.61% |
$52.3K - $62.9K
|
4.78K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
254+ 1.27% |
$52.3K - $62.9K
|
20.3K
$7.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
254+ 5.85% |
$52.3K - $62.9K
|
4.6K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
253+ 7.5% |
$52.1K - $62.7K
|
3.63K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
250+ 12.5% |
$51.4K - $61.9K
|
2.25K
$819K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 7.36% |
$51.4K - $61.9K
|
3.65K
$1.33M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
250+ 99.6% |
$51.4K - $61.9K
|
501
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
248New |
$51K - $61.4K
|
248
$90.2K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
248New |
$51K - $61.4K
|
248
$90.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
246+ 664.86% |
$50.6K - $60.9K
|
283
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
245+ 0.36% |
$50.4K - $60.7K
|
68.7K
$25M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
245+ 4.29% |
$50.4K - $60.7K
|
5.95K
$2.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
243+ 33.2% |
$50K - $60.2K
|
975
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
240+ 0.32% |
$49.4K - $59.4K
|
74.8K
$27.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
238+ 2.16% |
$49K - $58.9K
|
11.3K
$4.1M
|