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 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-100- 9.52% |
$20.6K - $24.8K
|
950
$346K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 42.37% |
$20.6K - $24.8K
|
136
$49.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-100- 2.42% |
$20.6K - $24.8K
|
4.04K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-100- 3.5% |
$20.6K - $24.8K
|
2.76K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-100- 2.82% |
$20.6K - $24.8K
|
3.45K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-100- 1.62% |
$20.6K - $24.8K
|
6.08K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 1.78% |
$20.6K - $24.8K
|
5.51K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-100- 2.48% |
$20.6K - $24.8K
|
3.93K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-100- 9.17% |
$20.6K - $24.8K
|
990
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-102- 2.06% |
$21K - $25.3K
|
4.86K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-102- 74.45% |
$21K - $25.3K
|
35
$12.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-103- 2.34% |
$21.2K - $25.5K
|
4.3K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-103- 0.63% |
$21.2K - $25.5K
|
16.3K
$5.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-104- 6.89% |
$21.4K - $25.8K
|
1.41K
$512K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-105- 5.8% |
$21.6K - $26K
|
1.71K
$620K
|
|
|
Aug 03, 2023
Q2 2023
|
Cortland Associates Inc
|
SELL
|
- |
-106- 7.36% |
$21.8K - $26.3K
|
1.33K
$485K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-109- 3.15% |
$22.4K - $27K
|
3.35K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-109- 11.24% |
$22.4K - $27K
|
861
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-110- 1.59% |
$22.6K - $27.2K
|
6.82K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-113- 0.65% |
$23.2K - $28K
|
17.2K
$6.27M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-114- 4.08% |
$23.5K - $28.2K
|
2.68K
$974K
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-115- 8.55% |
$23.7K - $28.5K
|
1.23K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-115- 7.48% |
$23.7K - $28.5K
|
1.42K
$517K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-116- 0.79% |
$23.9K - $28.7K
|
14.5K
$5.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-117- 7.58% |
$24.1K - $29K
|
1.43K
$519K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-117- 3.68% |
$24.1K - $29K
|
3.07K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-118- 0.28% |
$24.3K - $29.2K
|
42.5K
$15.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-118- 1.47% |
$24.3K - $29.2K
|
7.92K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-119- 1.08% |
$24.5K - $29.5K
|
10.9K
$3.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-122- 4.12% |
$25.1K - $30.2K
|
2.84K
$1.03M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 2.23% |
$25.3K - $30.5K
|
5.38K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-124- 8.35% |
$25.5K - $30.7K
|
1.36K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-124- 0.4% |
$25.5K - $30.7K
|
30.7K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-125- 7.86% |
$25.7K - $31K
|
1.47K
$533K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-125- 12.53% |
$25.7K - $31K
|
873
$318K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-125- 1.36% |
$25.7K - $31K
|
9.05K
$3.29M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-126- 1.44% |
$25.9K - $31.2K
|
8.65K
$3.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-126- 3.46% |
$25.9K - $31.2K
|
3.51K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-132- 0.14% |
$27.2K - $32.7K
|
93.1K
$33.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-133- 5.27% |
$27.4K - $32.9K
|
2.39K
$870K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-133- 5.27% |
$27.4K - $32.9K
|
2.39K
$870K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-136- 6.45% |
$28K - $33.7K
|
1.97K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-136- 11.83% |
$28K - $33.7K
|
1.01K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-138- 13.66% |
$28.4K - $34.2K
|
872
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-138- 10.33% |
$28.4K - $34.2K
|
1.2K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-138- 4.65% |
$28.4K - $34.2K
|
2.83K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-140- 1.25% |
$28.8K - $34.7K
|
11.1K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-141- 0.54% |
$29K - $34.9K
|
25.9K
$9.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-144- 7.78% |
$29.6K - $35.7K
|
1.71K
$622K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-146- 9.07% |
$30K - $36.2K
|
1.46K
$532K
|