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 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$412 - $495
|
2.18K
$793K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.09% |
$412 - $495
|
2.18K
$793K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.12% |
$412 - $495
|
1.66K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.04% |
$412 - $495
|
5.15K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.19% |
$412 - $495
|
1.04K
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.07% |
$412 - $495
|
2.73K
$992K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.43% |
$412 - $495
|
463
$168K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.11% |
$412 - $495
|
1.84K
$671K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.13% |
$412 - $495
|
1.49K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.11% |
$412 - $495
|
1.86K
$676K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.05% |
$412 - $495
|
3.72K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.05% |
$412 - $495
|
3.68K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.29K
$469K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.04% |
$206 - $248
|
2.8K
$1.02M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.99% |
$206 - $248
|
102
$37.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.09% |
$206 - $248
|
1.16K
$422K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$206 - $248
|
2.86K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1+ 0.09% |
$206 - $248
|
1.08K
$392K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$206 - $248
|
2.28K
$831K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.24K
$451K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1+ 0.05% |
$206 - $248
|
2.11K
$768K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$206 - $248
|
1.78K
$648K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1+ 0.03% |
$206 - $248
|
2.94K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$206 - $248
|
1.49K
$543K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.2K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.28% |
$206 - $248
|
352
$128K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.92% |
$206 - $248
|
110
$40K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.45% |
$206 - $248
|
221
$80.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$206 - $248
|
4.09K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.81% |
$206 - $248
|
124
$45.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$206 - $248
|
1.78K
$647K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.19K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.33% |
$206 - $248
|
304
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.22K
$444K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.49% |
$206 - $248
|
206
$75K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.03% |
$206 - $248
|
3.06K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
1+ 0.07% |
$206 - $248
|
1.51K
$549K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$206 - $248
|
2.98K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$206 - $248
|
5.07K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.01% |
$206 - $248
|
13.1K
$4.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.48% |
$206 - $248
|
208
$75.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.18K
$431K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1+ 0.11% |
$206 - $248
|
939
$342K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$206 - $248
|
1.2K
$435K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.55% |
$206 - $248
|
183
$66.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 0.23% |
$206 - $248
|
425
$155K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$206 - $248
|
1.84K
$668K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.6% |
$206 - $248
|
166
$60.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$206 - $248
|
3.39K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$206 - $248
|
3.12K
$1.14M
|