Purchases and Sales Made in Q2 2023 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 11, 2023 Q2 2023
Legacy Bridge, LLC

BUY
 -
235
+ 3.48%
$48.4K - $58.2K
6.98K $2.54M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
232
+ 8.23%
$47.7K - $57.5K
3.05K $1.11M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
231
+ 3.08%
$47.5K - $57.2K
7.73K $2.81M
Jul 27, 2023 Q2 2023
Sentry Investment Management LLC

BUY
 -
230
+ 6.7%
$47.3K - $57K
3.66K $1.33M
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
230
+ 2.3%
$47.3K - $57K
10.2K $3.73M
Aug 03, 2023 Q2 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
230
New
$47.3K - $57K
230 $83.7K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
230
+ 8.39%
$47.3K - $57K
2.97K $1.08M
Aug 11, 2023 Q2 2023
Epoch Investment Partners, Inc.

New York, NY
BUY
 -
230
+ 5.31%
$47.3K - $57K
4.56K $1.66M
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
230
+ 5.46%
$47.3K - $57K
4.44K $1.62M
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
227
+ 1.97%
$46.7K - $56.2K
11.8K $4.28M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
218
+ 3.51%
$44.9K - $54K
6.43K $2.34M
Aug 08, 2023 Q2 2023
Harvest Volatility Management LLC

BUY
 -
213
+ 4.03%
$43.8K - $52.8K
5.5K $2M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
212
+ 1.81%
$43.6K - $52.5K
11.9K $4.35M
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
211
New
$43.4K - $52.3K
211 $76.8K
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
210
+ 20.31%
$43.2K - $52K
1.24K $453K
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
208
+ 16.55%
$42.8K - $51.5K
1.47K $533K
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
208
+ 4.23%
$42.8K - $51.5K
5.13K $1.87M
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
207
+ 3.82%
$42.6K - $51.3K
5.62K $2.05M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
207
+ 0.88%
$42.6K - $51.3K
23.6K $8.59M
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
206
+ 21.22%
$42.4K - $51K
1.18K $428K
Jul 18, 2023 Q2 2023
Fortem Financial Group, LLC

BUY
 -
205
+ 7.12%
$42.2K - $50.8K
3.08K $1.12M
Aug 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
204
+ 9.43%
$42K - $50.5K
2.37K $861K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
203
+ 0.76%
$41.8K - $50.3K
27K $9.82M
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
202
+ 6.4%
$41.6K - $50K
3.36K $1.22M
Jul 26, 2023 Q2 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
201
+ 3.48%
$41.4K - $49.8K
5.98K $2.17M
Aug 10, 2023 Q2 2023
Benedict Financial Advisors Inc

BUY
 -
201
+ 3.46%
$41.4K - $49.8K
6.01K $2.19M
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia Trust CO

BUY
 -
200
+ 20.0%
$41.2K - $49.5K
1.2K $437K
Aug 10, 2023 Q2 2023
Barr E S & CO

Lexington, KY
BUY
 -
200
+ 15.23%
$41.2K - $49.5K
1.51K $551K
Aug 14, 2023 Q2 2023
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
200
+ 12.32%
$41.2K - $49.5K
1.82K $664K
Nov 13, 2023 Q2 2023
Werlinich Asset Management, LLC

Stamford, CT
BUY
 -
200
+ 5.03%
$41.2K - $49.5K
4.18K $1.52M
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
198
+ 7.41%
$40.7K - $49K
2.87K $1.04M
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
198
+ 20.31%
$40.7K - $49K
1.17K $427K
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
195
+ 28.93%
$40.1K - $48.3K
869 $316K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
194
+ 5.37%
$39.9K - $48K
3.81K $1.39M
Aug 07, 2023 Q2 2023
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
194
+ 0.55%
$39.9K - $48K
35.5K $12.9M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
194
+ 5.31%
$39.9K - $48K
3.85K $1.4M
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
193
+ 7.37%
$39.7K - $47.8K
2.81K $1.02M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
193
+ 2.15%
$39.7K - $47.8K
9.17K $3.34M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
192
+ 6.08%
$39.5K - $47.6K
3.35K $1.22M
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
187
+ 78.57%
$38.5K - $46.3K
425 $155K
Jul 27, 2023 Q2 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
187
+ 2.2%
$38.5K - $46.3K
8.68K $3.16M
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
187
New
$38.5K - $46.3K
187 $68K
Aug 09, 2023 Q2 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
185
+ 14.21%
$38.1K - $45.8K
1.49K $541K
Aug 04, 2023 Q2 2023
Capital Wealth Planning, LLC

BUY
 -
184
+ 4.35%
$37.9K - $45.6K
4.41K $1.61M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
184
+ 0.84%
$37.9K - $45.6K
22.1K $8.05M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
182
+ 8.24%
$37.4K - $45.1K
2.39K $870K
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
182
+ 29.69%
$37.4K - $45.1K
795 $289K
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
181
New
$37.2K - $44.8K
181 $65.9K
Jul 20, 2023 Q2 2023
Argus Investors' Counsel, Inc.

BUY
 -
180
+ 2.62%
$37K - $44.6K
7.04K $2.56M

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