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 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
180+ 8.31% |
$37K - $44.6K
|
2.35K
$853K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
179+ 10.52% |
$36.8K - $44.3K
|
1.88K
$684K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
178+ 5.22% |
$36.6K - $44.1K
|
3.59K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
176+ 0.71% |
$36.2K - $43.6K
|
25.1K
$9.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
176+ 3.31% |
$36.2K - $43.6K
|
5.49K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
175+ 2.3% |
$36K - $43.3K
|
7.79K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
175+ 0.38% |
$36K - $43.3K
|
46.6K
$17M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
174+ 16.01% |
$35.8K - $43.1K
|
1.26K
$459K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
173+ 0.44% |
$35.6K - $42.8K
|
39.8K
$14.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
173+ 1.87% |
$35.6K - $42.8K
|
9.41K
$3.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
172+ 16.24% |
$35.4K - $42.6K
|
1.23K
$448K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
171+ 6.1% |
$35.2K - $42.4K
|
2.97K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
171+ 8.06% |
$35.2K - $42.4K
|
2.29K
$834K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
171+ 1.38% |
$35.2K - $42.4K
|
12.5K
$4.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
168+ 0.7% |
$34.6K - $41.6K
|
24K
$8.74M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
167+ 2.86% |
$34.4K - $41.4K
|
6.01K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
166+ 6.51% |
$34.2K - $41.1K
|
2.72K
$988K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
166+ 1037.5% |
$34.2K - $41.1K
|
182
$66.2K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
165+ 8.43% |
$33.9K - $40.9K
|
2.12K
$772K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
162+ 1.68% |
$33.3K - $40.1K
|
9.82K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
160+ 11.32% |
$32.9K - $39.6K
|
1.57K
$573K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
155+ 2.21% |
$31.9K - $38.4K
|
7.16K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
155+ 15.72% |
$31.9K - $38.4K
|
1.14K
$415K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
154+ 4.86% |
$31.7K - $38.1K
|
3.32K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
153+ 0.94% |
$31.5K - $37.9K
|
16.5K
$6M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
152+ 22.03% |
$31.3K - $37.6K
|
842
$306K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
152+ 1.53% |
$31.3K - $37.6K
|
10.1K
$3.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
151+ 2.22% |
$31.1K - $37.4K
|
6.95K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
151+ 3.93% |
$31.1K - $37.4K
|
4K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
150+ 3.0% |
$30.9K - $37.2K
|
5.16K
$1.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 1.32% |
$30.9K - $37.2K
|
11.5K
$4.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
150+ 12.92% |
$30.9K - $37.2K
|
1.31K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
150+ 1.91% |
$30.9K - $37.2K
|
7.99K
$2.91M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
149New |
$30.7K - $36.9K
|
149
$54.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
148+ 6.13% |
$30.5K - $36.7K
|
2.56K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
146+ 0.12% |
$30K - $36.2K
|
117K
$42.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
145+ 9.83% |
$29.8K - $35.9K
|
1.62K
$590K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$29.8K - $35.9K
|
145
$52.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
144+ 2.63% |
$29.6K - $35.7K
|
5.63K
$2.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
140+ 2.39% |
$28.8K - $34.7K
|
5.99K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
140+ 4.38% |
$28.8K - $34.7K
|
3.34K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
140+ 636.36% |
$28.8K - $34.7K
|
162
$59K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
139+ 5.53% |
$28.6K - $34.4K
|
2.65K
$965K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
133+ 0.57% |
$27.4K - $32.9K
|
23.6K
$8.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
132+ 4.26% |
$27.2K - $32.7K
|
3.23K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
129+ 0.96% |
$26.5K - $31.9K
|
13.6K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
128+ 5.28% |
$26.3K - $31.7K
|
2.55K
$929K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
127+ 28.48% |
$26.1K - $31.5K
|
573
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
127+ 2.08% |
$26.1K - $31.5K
|
6.22K
$2.26M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
126New |
$25.9K - $31.2K
|
126
$45.9K
|