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
Aug 04, 2023 Q2 2023
Adell Harriman & Carpenter Inc

BUY
 -
125
+ 3.2%
$25.7K - $31K
4.03K $1.47M
Aug 09, 2023 Q2 2023
Rs Crum Inc.

BUY
 -
125
+ 2.9%
$25.7K - $31K
4.43K $1.61M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
125
+ 2.4%
$25.7K - $31K
5.33K $1.94M
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
124
+ 7.67%
$25.5K - $30.7K
1.74K $633K
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
123
+ 1.09%
$25.3K - $30.5K
11.4K $4.16M
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
122
+ 3.41%
$25.1K - $30.2K
3.7K $1.35M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
121
New
$24.9K - $30K
121 $44K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
120
+ 4.14%
$24.7K - $29.7K
3.02K $1.1M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
119
+ 5.71%
$24.5K - $29.5K
2.2K $802K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
119
+ 0.29%
$24.5K - $29.5K
41.5K $15.1M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
116
+ 4.3%
$23.9K - $28.7K
2.82K $1.02M
Jul 31, 2023 Q2 2023
First National Bank & Trust CO Of Newtown

BUY
 -
116
+ 1.22%
$23.9K - $28.7K
9.64K $3.51M
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
116
+ 0.77%
$23.9K - $28.7K
15.1K $5.51M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
116
+ 0.83%
$23.9K - $28.7K
14.1K $5.13M
Jul 20, 2023 Q2 2023
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
115
+ 4.32%
$23.7K - $28.5K
2.78K $1.01M
Jul 20, 2023 Q2 2023
Measured Wealth Private Client Group, LLC

BUY
 -
115
+ 12.47%
$23.7K - $28.5K
1.04K $377K
Aug 04, 2023 Q2 2023
Redw Wealth LLC

BUY
 -
114
+ 5.98%
$23.5K - $28.2K
2.02K $735K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
110
+ 7.17%
$22.6K - $27.2K
1.64K $598K
Aug 08, 2023 Q2 2023
Klcm Advisors, Inc.

BUY
 -
109
+ 7.04%
$22.4K - $27K
1.66K $603K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
108
+ 1.32%
$22.2K - $26.7K
8.29K $3.02M
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
107
+ 2.07%
$22K - $26.5K
5.28K $1.92M
Aug 14, 2023 Q2 2023
Pacific Global Investment Management CO

BUY
 -
107
+ 9.31%
$22K - $26.5K
1.26K $457K
Aug 08, 2023 Q2 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
106
+ 8.9%
$21.8K - $26.3K
1.3K $472K
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
105
+ 7.54%
$21.6K - $26K
1.5K $545K
Aug 10, 2023 Q2 2023
Altrius Capital Management Inc

New Bern, NC
BUY
 -
105
+ 0.61%
$21.6K - $26K
17.4K $6.34M
Aug 10, 2023 Q2 2023
First Western Trust Bank

Denver, CO
BUY
 -
105
+ 5.59%
$21.6K - $26K
1.98K $722K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
105
+ 1.03%
$21.6K - $26K
10.3K $3.76M
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

BUY
 -
103
New
$21.2K - $25.5K
103 $37.5K
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
102
+ 2.85%
$21K - $25.3K
3.68K $1.34M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
101
New
$20.8K - $25K
101 $36.8K
Aug 09, 2023 Q2 2023
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
101
+ 7.51%
$20.8K - $25K
1.45K $526K
Jul 26, 2023 Q2 2023
Am Investment Strategies LLC

BUY
 -
100
+ 2.23%
$20.6K - $24.8K
4.58K $1.67M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
100
+ 8.81%
$20.6K - $24.8K
1.24K $449K
Aug 01, 2023 Q2 2023
Eukles Asset Management

BUY
 -
100
+ 0.67%
$20.6K - $24.8K
15.1K $5.51M
Aug 10, 2023 Q2 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
100
+ 10.36%
$20.6K - $24.8K
1.07K $388K
Jul 31, 2024 Q2 2023
First American Bank

Dundee, IL
BUY
 -
100
+ 5.31%
$20.6K - $24.8K
1.98K $722K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
99
+ 8.29%
$20.4K - $24.5K
1.29K $471K
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
99
+ 1.67%
$20.4K - $24.5K
6.01K $2.19M
Jul 13, 2023 Q2 2023
Veriti Management LLC

BUY
 -
98
+ 0.87%
$20.2K - $24.3K
11.4K $4.13M
Aug 14, 2023 Q2 2023
Horizon Kinetics Asset Management LLC

BUY
 -
98
+ 1.51%
$20.2K - $24.3K
6.6K $2.4M
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

BUY
 -
97
+ 5.11%
$20K - $24K
2K $727K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
97
+ 0.39%
$20K - $24K
25.1K $9.12M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
96
+ 6.96%
$19.8K - $23.8K
1.48K $537K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
96
+ 4.4%
$19.8K - $23.8K
2.28K $829K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
96
+ 3.99%
$19.8K - $23.8K
2.5K $911K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
95
+ 0.29%
$19.5K - $23.5K
32.4K $11.8M
Jul 11, 2023 Q2 2023
New Hampshire Trust

Concord, NH
BUY
 -
95
+ 0.81%
$19.5K - $23.5K
11.8K $4.28M
Aug 14, 2023 Q2 2023
Bahl & Gaynor Inc

BUY
 -
95
+ 2.06%
$19.5K - $23.5K
4.71K $1.72M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
94
+ 1.22%
$19.3K - $23.3K
7.8K $2.84M

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