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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60+ 12.24% |
$12.3K - $14.9K
|
550
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
60+ 4.72% |
$12.3K - $14.9K
|
1.33K
$484K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
57+ 3.88% |
$11.7K - $14.1K
|
1.53K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
56+ 3.59% |
$11.5K - $13.9K
|
1.62K
$588K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
55+ 6.0% |
$11.3K - $13.6K
|
971
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
55+ 8.35% |
$11.3K - $13.6K
|
714
$260K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
55+ 4.95% |
$11.3K - $13.6K
|
1.17K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
55+ 3.9% |
$11.3K - $13.6K
|
1.47K
$534K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 5.83% |
$11.1K - $13.4K
|
981
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
54+ 5.41% |
$11.1K - $13.4K
|
1.05K
$383K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
53+ 0.28% |
$10.9K - $13.1K
|
19.2K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
53+ 0.49% |
$10.9K - $13.1K
|
10.8K
$3.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
52+ 1.3% |
$10.7K - $12.9K
|
4.06K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
52+ 6.54% |
$10.7K - $12.9K
|
847
$308K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 2.34% |
$10.7K - $12.9K
|
2.27K
$827K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
51+ 0.3% |
$10.5K - $12.6K
|
16.9K
$6.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
51+ 4.0% |
$10.5K - $12.6K
|
1.33K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
51+ 7.41% |
$10.5K - $12.6K
|
739
$269K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
50+ 5.71% |
$10.3K - $12.4K
|
925
$337K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
50+ 4.22% |
$10.3K - $12.4K
|
1.24K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.99% |
$10.3K - $12.4K
|
2.56K
$933K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
49+ 0.25% |
$10.1K - $12.1K
|
19.6K
$7.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 2.17% |
$9.88K - $11.9K
|
2.26K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
48+ 1.05% |
$9.88K - $11.9K
|
4.62K
$1.68M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
47+ 4.77% |
$9.67K - $11.6K
|
1.03K
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
46+ 3.8% |
$9.46K - $11.4K
|
1.26K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
45+ 1.04% |
$9.26K - $11.1K
|
4.37K
$1.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
44+ 0.32% |
$9.05K - $10.9K
|
13.6K
$4.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 5.45% |
$8.85K - $10.6K
|
832
$303K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
43+ 3.06% |
$8.85K - $10.6K
|
1.45K
$526K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
42+ 2.91% |
$8.64K - $10.4K
|
1.48K
$540K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
41+ 1.08% |
$8.44K - $10.2K
|
3.83K
$1.4M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
40+ 3.96% |
$8.23K - $9.91K
|
1.05K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
40+ 3.8% |
$8.23K - $9.91K
|
1.09K
$398K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
40+ 2.96% |
$8.23K - $9.91K
|
1.39K
$507K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
40+ 2.66% |
$8.23K - $9.91K
|
1.55K
$562K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
40+ 3.69% |
$8.23K - $9.91K
|
1.12K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
40+ 0.21% |
$8.23K - $9.91K
|
19.4K
$7.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
39+ 1.32% |
$8.02K - $9.66K
|
2.98K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
39+ 0.41% |
$8.02K - $9.66K
|
9.67K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
38+ 1.93% |
$7.82K - $9.41K
|
2.01K
$731K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
37+ 2.53% |
$7.61K - $9.16K
|
1.5K
$545K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 6.63% |
$7.61K - $9.16K
|
595
$217K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 6.63% |
$7.61K - $9.16K
|
595
$217K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 0.94% |
$7.41K - $8.92K
|
3.87K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
36+ 3.37% |
$7.41K - $8.92K
|
1.11K
$402K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
35+ 3.41% |
$7.2K - $8.67K
|
1.06K
$386K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 2.31% |
$7.2K - $8.67K
|
1.55K
$565K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 1.2% |
$7.2K - $8.67K
|
2.95K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 8.08% |
$7.2K - $8.67K
|
468
$170K
|