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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
94+ 3.33% |
$19.3K - $23.3K
|
2.91K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
93+ 0.46% |
$19.1K - $23K
|
20.1K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
93+ 8.34% |
$19.1K - $23K
|
1.21K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
93+ 6.53% |
$19.1K - $23K
|
1.52K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
92+ 3.49% |
$18.9K - $22.8K
|
2.73K
$993K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
91+ 1.04% |
$18.7K - $22.5K
|
8.81K
$3.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
91+ 5.28% |
$18.7K - $22.5K
|
1.82K
$661K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
91+ 5.22% |
$18.7K - $22.5K
|
1.84K
$668K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
90+ 6.13% |
$18.5K - $22.3K
|
1.56K
$567K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
90+ 6.3% |
$18.5K - $22.3K
|
1.52K
$553K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
90+ 2.29% |
$18.5K - $22.3K
|
4.02K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
89+ 1.03% |
$18.3K - $22K
|
8.77K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
89+ 4.88% |
$18.3K - $22K
|
1.91K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
89+ 0.45% |
$18.3K - $22K
|
19.9K
$7.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
89+ 0.82% |
$18.3K - $22K
|
10.9K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
89+ 6.55% |
$18.3K - $22K
|
1.45K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
89+ 0.18% |
$18.3K - $22K
|
50.6K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85+ 4.18% |
$17.5K - $21.1K
|
2.12K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
84+ 1.84% |
$17.3K - $20.8K
|
4.64K
$1.69M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
82+ 0.86% |
$16.9K - $20.3K
|
9.58K
$3.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
82+ 8.2% |
$16.9K - $20.3K
|
1.08K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
82+ 1.96% |
$16.9K - $20.3K
|
4.28K
$1.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
81+ 7.49% |
$16.7K - $20.1K
|
1.16K
$423K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
81+ 0.98% |
$16.7K - $20.1K
|
8.31K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
81+ 0.29% |
$16.7K - $20.1K
|
28.3K
$10.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
80+ 1.14% |
$16.5K - $19.8K
|
7.09K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
80+ 2.48% |
$16.5K - $19.8K
|
3.31K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
79+ 11.0% |
$16.3K - $19.6K
|
797
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
79+ 5.56% |
$16.3K - $19.6K
|
1.5K
$546K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
78+ 7.18% |
$16K - $19.3K
|
1.17K
$424K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
78+ 7.38% |
$16K - $19.3K
|
1.14K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
77+ 1.02% |
$15.8K - $19.1K
|
7.65K
$2.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
75+ 4.45% |
$15.4K - $18.6K
|
1.76K
$640K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
75+ 1.07% |
$15.4K - $18.6K
|
7.07K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
75+ 0.05% |
$15.4K - $18.6K
|
154K
$56M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
75+ 4.23% |
$15.4K - $18.6K
|
1.85K
$672K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
74+ 1.92% |
$15.2K - $18.3K
|
3.93K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
73+ 2.79% |
$15K - $18.1K
|
2.69K
$977K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
73+ 7.96% |
$15K - $18.1K
|
990
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
72+ 3.51% |
$14.8K - $17.8K
|
2.12K
$772K
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
71+ 110.94% |
$14.6K - $17.6K
|
135
$49.1K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
70+ 1.96% |
$14.4K - $17.3K
|
3.64K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
70+ 0.75% |
$14.4K - $17.3K
|
9.4K
$3.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
70+ 7.27% |
$14.4K - $17.3K
|
1.03K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
69+ 0.47% |
$14.2K - $17.1K
|
14.6K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
67+ 0.64% |
$13.8K - $16.6K
|
10.6K
$3.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
66+ 2.91% |
$13.6K - $16.3K
|
2.33K
$849K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
65+ 3.02% |
$13.4K - $16.1K
|
2.22K
$807K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
63+ 3.49% |
$13K - $15.6K
|
1.87K
$680K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
62+ 3.81% |
$12.8K - $15.4K
|
1.69K
$615K
|