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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
17+ 1.06% |
$3.5K - $4.21K
|
1.63K
$592K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
17+ 0.62% |
$3.5K - $4.21K
|
2.74K
$998K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.23% |
$3.5K - $4.21K
|
7.4K
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
17+ 1.08% |
$3.5K - $4.21K
|
1.59K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
17+ 1.01% |
$3.5K - $4.21K
|
1.7K
$619K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.63% |
$3.5K - $4.21K
|
2.71K
$985K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
16+ 1.12% |
$3.29K - $3.96K
|
1.44K
$524K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 0.06% |
$3.09K - $3.72K
|
26.5K
$9.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15+ 0.2% |
$3.09K - $3.72K
|
7.6K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.42% |
$3.09K - $3.72K
|
3.61K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15+ 0.8% |
$3.09K - $3.72K
|
1.9K
$692K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
15+ 1.09% |
$3.09K - $3.72K
|
1.4K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.48% |
$3.09K - $3.72K
|
3.17K
$1.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
14+ 12.61% |
$2.88K - $3.47K
|
125
$45.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14+ 1.12% |
$2.88K - $3.47K
|
1.26K
$460K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
14New |
$2.88K - $3.47K
|
14
$5.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14+ 0.39% |
$2.88K - $3.47K
|
3.65K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14+ 0.8% |
$2.88K - $3.47K
|
1.77K
$644K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13New |
$2.67K - $3.22K
|
13
$4.73K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13+ 0.95% |
$2.67K - $3.22K
|
1.38K
$502K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13+ 0.86% |
$2.67K - $3.22K
|
1.53K
$556K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
12+ 0.38% |
$2.47K - $2.97K
|
3.2K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
12+ 0.81% |
$2.47K - $2.97K
|
1.49K
$542K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.55% |
$2.47K - $2.97K
|
2.21K
$803K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.3% |
$2.47K - $2.97K
|
4.06K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
12+ 1.24% |
$2.47K - $2.97K
|
980
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 11.11% |
$2.47K - $2.97K
|
120
$43.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12+ 0.07% |
$2.47K - $2.97K
|
17.5K
$6.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
11+ 0.6% |
$2.26K - $2.72K
|
1.85K
$673K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
10+ 0.41% |
$2.06K - $2.48K
|
2.42K
$882K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10+ 0.32% |
$2.06K - $2.48K
|
3.17K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.55% |
$2.06K - $2.48K
|
1.84K
$671K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
10+ 2.0% |
$2.06K - $2.48K
|
510
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
10+ 0.43% |
$2.06K - $2.48K
|
2.32K
$845K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.54% |
$2.06K - $2.48K
|
1.85K
$674K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.35% |
$2.06K - $2.48K
|
2.87K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.77% |
$2.06K - $2.48K
|
1.3K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.13% |
$2.06K - $2.48K
|
7.98K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
10+ 0.25% |
$2.06K - $2.48K
|
4.07K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10+ 0.06% |
$2.06K - $2.48K
|
15.7K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.38% |
$2.06K - $2.48K
|
2.66K
$968K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9+ 0.33% |
$1.85K - $2.23K
|
2.7K
$981K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
9+ 0.56% |
$1.85K - $2.23K
|
1.62K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.57% |
$1.85K - $2.23K
|
1.59K
$580K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 0.75% |
$1.85K - $2.23K
|
1.21K
$439K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
8+ 1.43% |
$1.65K - $1.98K
|
568
$207K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
8+ 0.54% |
$1.65K - $1.98K
|
1.48K
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.29% |
$1.65K - $1.98K
|
358
$130K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
7+ 0.13% |
$1.44K - $1.73K
|
5.26K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7+ 0.23% |
$1.44K - $1.73K
|
3.06K
$1.11M
|