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 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-148- 2.28% |
$30.5K - $36.7K
|
6.34K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-149- 5.26% |
$30.7K - $36.9K
|
2.68K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-149- 1.13% |
$30.7K - $36.9K
|
13.1K
$4.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-150- 0.84% |
$30.9K - $37.2K
|
17.7K
$6.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-150- 1.3% |
$30.9K - $37.2K
|
11.4K
$4.14M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-150- 15.17% |
$30.9K - $37.2K
|
839
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-151- 5.65% |
$31.1K - $37.4K
|
2.52K
$918K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-152- 9.12% |
$31.3K - $37.6K
|
1.51K
$551K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-154- 1.55% |
$31.7K - $38.1K
|
9.78K
$3.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-155- 2.46% |
$31.9K - $38.4K
|
6.15K
$2.24M
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-156- 0.26% |
$32.1K - $38.6K
|
60.5K
$22M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-156- 1.42% |
$32.1K - $38.6K
|
10.8K
$3.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-158- 5.59% |
$32.5K - $39.1K
|
2.67K
$972K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-159- 0.99% |
$32.7K - $39.4K
|
15.9K
$5.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-160- 0.97% |
$32.9K - $39.6K
|
16.3K
$5.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-160- 2.59% |
$32.9K - $39.6K
|
6.02K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-160- 0.95% |
$32.9K - $39.6K
|
16.6K
$6.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-162- 11.52% |
$33.3K - $40.1K
|
1.24K
$453K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-164- 4.6% |
$33.7K - $40.6K
|
3.41K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-165- 1.04% |
$33.9K - $40.9K
|
15.7K
$5.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-168- 27.18% |
$34.6K - $41.6K
|
450
$164K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-168- 3.13% |
$34.6K - $41.6K
|
5.2K
$1.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-170- 3.74% |
$35K - $42.1K
|
4.37K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-170- 8.74% |
$35K - $42.1K
|
1.78K
$646K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-170- 10.1% |
$35K - $42.1K
|
1.51K
$551K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-170- 0.43% |
$35K - $42.1K
|
39.1K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-171- 9.96% |
$35.2K - $42.4K
|
1.55K
$563K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-172- 3.1% |
$35.4K - $42.6K
|
5.38K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-173- 4.66% |
$35.6K - $42.8K
|
3.54K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-174- 2.89% |
$35.8K - $43.1K
|
5.85K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-175- 16.2% |
$36K - $43.3K
|
905
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-175- 1.65% |
$36K - $43.3K
|
10.4K
$3.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-176- 2.51% |
$36.2K - $43.6K
|
6.83K
$2.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-179- 4.98% |
$36.8K - $44.3K
|
3.41K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-179- 4.91% |
$36.8K - $44.3K
|
3.47K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-180- 6.94% |
$37K - $44.6K
|
2.42K
$879K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-182- 0.44% |
$37.4K - $45.1K
|
41.2K
$15M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-183- 8.02% |
$37.7K - $45.3K
|
2.1K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-184- 14.91% |
$37.9K - $45.6K
|
1.05K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-186- 1.52% |
$38.3K - $46.1K
|
12K
$4.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-187- 1.61% |
$38.5K - $46.3K
|
11.4K
$4.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-190- 2.58% |
$39.1K - $47.1K
|
7.18K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-194- 16.48% |
$39.9K - $48K
|
983
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
SELL
|
- |
-195- 12.06% |
$40.1K - $48.3K
|
1.42K
$517K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-195- 18.06% |
$40.1K - $48.3K
|
885
$322K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-195- 13.44% |
$40.1K - $48.3K
|
1.26K
$457K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-196- 4.66% |
$40.3K - $48.5K
|
4.01K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-198- 6.06% |
$40.7K - $49K
|
3.07K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-199- 8.31% |
$40.9K - $49.3K
|
2.2K
$799K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-200- 17.65% |
$41.2K - $49.5K
|
933
$340K
|