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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1Closed |
$206 - $248
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2- 33.33% |
$412 - $495
|
4
$1.44K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 0.06% |
$412 - $495
|
3.6K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2- 0.02% |
$412 - $495
|
9.24K
$3.33M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3- 0.12% |
$617 - $743
|
2.52K
$908K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-3- 0.16% |
$617 - $743
|
1.88K
$676K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-3- 0.24% |
$617 - $743
|
1.24K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3- 0.09% |
$617 - $743
|
3.37K
$1.21M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.08% |
$617 - $743
|
3.79K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 22.22% |
$823 - $991
|
14
$5.05K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.39% |
$823 - $991
|
1.01K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4- 0.18% |
$823 - $991
|
2.21K
$797K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-5- 0.35% |
$1.03K - $1.24K
|
1.44K
$519K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5- 0.11% |
$1.03K - $1.24K
|
4.73K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5- 0.36% |
$1.03K - $1.24K
|
1.37K
$494K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5- 0.36% |
$1.03K - $1.24K
|
1.39K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.23% |
$1.03K - $1.24K
|
2.16K
$778K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5- 0.34% |
$1.03K - $1.24K
|
1.47K
$531K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.77% |
$1.23K - $1.49K
|
776
$280K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-6- 0.05% |
$1.23K - $1.49K
|
11.1K
$4.02M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6- 0.36% |
$1.23K - $1.49K
|
1.68K
$607K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-7- 0.27% |
$1.44K - $1.73K
|
2.59K
$934K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-7- 0.26% |
$1.44K - $1.73K
|
2.65K
$954K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-8- 0.31% |
$1.65K - $1.98K
|
2.55K
$918K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-8- 0.01% |
$1.65K - $1.98K
|
157K
$56.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-8- 2.4% |
$1.65K - $1.98K
|
326
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-8- 0.02% |
$1.65K - $1.98K
|
50.6K
$18.2M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8- 17.02% |
$1.65K - $1.98K
|
39
$14.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 0.71% |
$1.85K - $2.23K
|
1.26K
$455K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 2.73% |
$2.06K - $2.48K
|
356
$128K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.55% |
$2.06K - $2.48K
|
1.8K
$647K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 1.51% |
$2.06K - $2.48K
|
653
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-10- 0.12% |
$2.06K - $2.48K
|
8.13K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-10- 0.23% |
$2.06K - $2.48K
|
4.25K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-10- 0.06% |
$2.06K - $2.48K
|
17.8K
$6.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-10- 0.12% |
$2.06K - $2.48K
|
8.08K
$2.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-11- 1.11% |
$2.26K - $2.72K
|
978
$352K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-11- 0.27% |
$2.26K - $2.72K
|
4.01K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11- 0.97% |
$2.26K - $2.72K
|
1.13K
$406K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-11- 0.04% |
$2.26K - $2.72K
|
26.4K
$9.5M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-11- 0.79% |
$2.26K - $2.72K
|
1.39K
$501K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-11- 0.42% |
$2.26K - $2.72K
|
2.58K
$931K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-12- 0.58% |
$2.47K - $2.97K
|
2.05K
$739K
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-12- 0.16% |
$2.47K - $2.97K
|
7.55K
$2.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-12- 0.05% |
$2.47K - $2.97K
|
24.4K
$8.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 0.45% |
$2.47K - $2.97K
|
2.67K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 8.89% |
$2.47K - $2.97K
|
123
$44.3K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 0.47% |
$2.47K - $2.97K
|
2.56K
$921K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-13- 0.35% |
$2.67K - $3.22K
|
3.75K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-13- 0.83% |
$2.67K - $3.22K
|
1.55K
$559K
|