Purchases and Sales Made in Q2 2023 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 10, 2023 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
16.5K
+ 6.46%
$3.38M - $4.07M
271K $98.7M
Aug 08, 2023 Q2 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
15.8K
+ 191.88%
$3.25M - $3.91M
24K $8.74M
Aug 11, 2023 Q2 2023
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
15.8K
New
$3.24M - $3.9M
15.8K $5.74M
Jul 28, 2023 Q2 2023
Cboe Vest Financial, LLC

Mclean, VA
BUY
 -
15.4K
+ 39.15%
$3.17M - $3.81M
54.7K $19.9M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
15.1K
New
$3.12M - $3.75M
15.1K $5.51M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
15.1K
+ 49.58%
$3.1M - $3.73M
45.4K $16.5M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
14.5K
+ 3.13%
$2.98M - $3.58M
477K $174M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
14.4K
+ 9.81%
$2.97M - $3.58M
162K $58.8M
Aug 14, 2023 Q2 2023
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
14.2K
+ 20.58%
$2.92M - $3.52M
83.3K $30.3M
Jul 28, 2023 Q2 2023
Jackson Square Capital, LLC

BUY
 -
14.1K
+ 518.16%
$2.9M - $3.49M
16.8K $6.12M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
13.8K
+ 28.72%
$2.85M - $3.43M
62K $22.6M
Aug 11, 2023 Q2 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 -
13.7K
New
$2.81M - $3.38M
13.7K $4.97M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
13.6K
+ 20.44%
$2.8M - $3.38M
80.3K $29.2M
Aug 08, 2023 Q2 2023
Iron Bridge Private Wealth, LLC

BUY
 -
13.5K
New
$2.77M - $3.34M
13.5K $4.91M
Aug 11, 2023 Q2 2023
Royal London Asset Management LTD

United Kingdom, X0
BUY
 -
13.5K
+ 7.23%
$2.77M - $3.34M
200K $72.6M
Jul 24, 2023 Q2 2023
Achmea Investment Management B.V.

BUY
 -
13.4K
+ 59.4%
$2.75M - $3.31M
35.9K $13.1M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
12.8K
+ 4.48%
$2.64M - $3.17M
299K $109M
Aug 14, 2023 Q2 2023
Centiva Capital, LP

New York, NY
BUY
 -
12.5K
+ 196.48%
$2.57M - $3.09M
18.9K $6.86M
Jul 12, 2023 Q2 2023
Country Trust Bank

BUY
 -
12.3K
+ 6.96%
$2.52M - $3.04M
189K $68.6M
Feb 22, 2024 Q2 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
11.8K
+ 178.6%
$2.43M - $2.92M
18.4K $6.7M
Aug 14, 2023 Q2 2023
Quantitative Investment Management, LLC

Charlottesville, VA
BUY
 -
11.6K
New
$2.38M - $2.86M
11.6K $4.21M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
11.5K
+ 2.77%
$2.36M - $2.84M
426K $155M
Jul 20, 2023 Q2 2023
Wells Trecaso Financial Group, LLC

BUY
 -
11.2K
+ 628.29%
$2.31M - $2.78M
13K $4.73M
Jul 21, 2023 Q2 2023
Conning Inc.

BUY
 -
11.1K
+ 7.07%
$2.28M - $2.75M
168K $61.1M
Aug 01, 2023 Q2 2023
Regency Capital Management Inc.\De

BUY
 -
11.1K
New
$2.28M - $2.75M
11.1K $4.03M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
10.8K
New
$2.21M - $2.66M
10.8K $3.91M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
10.7K
+ 1.08%
$2.19M - $2.64M
999K $364M
Jul 12, 2023 Q2 2023
Foundry Partners, LLC

BUY
 -
10.4K
+ 13.42%
$2.15M - $2.58M
88.2K $32.1M
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
10.3K
+ 39.84%
$2.12M - $2.55M
36.1K $13.1M
Aug 11, 2023 Q2 2023
Capital International Sarl

Los Angeles, CA
BUY
 -
10.2K
+ 10.29%
$2.1M - $2.52M
109K $39.7M
Aug 03, 2023 Q2 2023
Geneva Partners, LLC

BUY
 -
9.81K
New
$2.02M - $2.43M
9.81K $3.57M
Jun 03, 2024 Q2 2023
Vontobel Holding Ltd.

BUY
 -
9.66K
+ 9.59%
$1.99M - $2.39M
110K $40.2M
Aug 14, 2023 Q2 2023
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
9.55K
+ 29.36%
$1.97M - $2.37M
42.1K $15.3M
Jul 28, 2023 Q2 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
9.49K
+ 121.51%
$1.95M - $2.35M
17.3K $6.29M
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
9.42K
New
$1.94M - $2.33M
9.42K $3.43M
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
9.42K
+ 54.21%
$1.94M - $2.33M
26.8K $9.75M
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
9.28K
+ 70.49%
$1.91M - $2.3M
22.4K $8.17M
Aug 04, 2023 Q2 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
9.11K
+ 3.97%
$1.87M - $2.26M
238K $86.7M
Aug 02, 2023 Q2 2023
Fjarde Ap Fonden

BUY
 -
9K
+ 9.85%
$1.85M - $2.23M
100K $36.5M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
8.71K
+ 2.02%
$1.79M - $2.16M
440K $160M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
8.68K
New
$1.79M - $2.15M
8.68K $3.16M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
8.65K
+ 12.82%
$1.78M - $2.14M
76.2K $27.7M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
8.49K
+ 11.51%
$1.75M - $2.1M
82.2K $29.9M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
8.43K
+ 62.54%
$1.74M - $2.09M
21.9K $7.98M
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
8.31K
New
$1.71M - $2.06M
8.31K $3.02M
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
8.16K
+ 74.72%
$1.68M - $2.02M
19.1K $6.94M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
8.05K
+ 119.17%
$1.66M - $1.99M
14.8K $5.39M
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
7.85K
New
$1.61M - $1.94M
7.85K $2.86M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.82K
+ 13.13%
$1.61M - $1.94M
67.4K $24.5M

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