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 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-201- 3.28% |
$41.4K - $49.8K
|
5.93K
$2.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-203- 3.79% |
$41.8K - $50.3K
|
5.16K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-204- 1.39% |
$42K - $50.5K
|
14.5K
$5.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-204- 2.88% |
$42K - $50.5K
|
6.89K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206- 14.95% |
$42.4K - $51K
|
1.17K
$426K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-213- 6.55% |
$43.8K - $52.8K
|
3.04K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-214- 1.81% |
$44K - $53K
|
11.6K
$4.21M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-218- 0.73% |
$44.9K - $54K
|
29.5K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-220- 0.36% |
$45.3K - $54.5K
|
61.6K
$22.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-222- 0.53% |
$45.7K - $55K
|
41.4K
$15M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-223- 3.12% |
$45.9K - $55.2K
|
6.93K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-223- 4.12% |
$45.9K - $55.2K
|
5.19K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-224- 17.92% |
$46.1K - $55.5K
|
1.03K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-225- 1.04% |
$46.3K - $55.7K
|
21.4K
$7.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-225- 5.25% |
$46.3K - $55.7K
|
4.06K
$1.48M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-226- 2.51% |
$46.5K - $56K
|
8.79K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-226- 2.44% |
$46.5K - $56K
|
9.05K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 0.18% |
$46.5K - $56K
|
124K
$45.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-230- 16.41% |
$47.3K - $57K
|
1.17K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-230- 15.97% |
$47.3K - $57K
|
1.21K
$440K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-231- 12.33% |
$47.5K - $57.2K
|
1.64K
$598K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-234- 1.2% |
$48.1K - $58K
|
19.2K
$6.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-235- 0.23% |
$48.4K - $58.2K
|
102K
$37.1M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-235- 0.2% |
$48.4K - $58.2K
|
119K
$43.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-237- 3.59% |
$48.8K - $58.7K
|
6.37K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-238- 0.14% |
$49K - $58.9K
|
168K
$61.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-239- 19.59% |
$49.2K - $59.2K
|
981
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-240- 0.59% |
$49.4K - $59.4K
|
40.1K
$14.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-242- 3.87% |
$49.8K - $59.9K
|
6.01K
$2.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-248- 3.44% |
$51K - $61.4K
|
6.96K
$2.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-248- 7.38% |
$51K - $61.4K
|
3.11K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-250- 2.91% |
$51.4K - $61.9K
|
8.35K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-250- 5.61% |
$51.4K - $61.9K
|
4.21K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-254- 6.41% |
$52.3K - $62.9K
|
3.71K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-262- 2.29% |
$53.9K - $64.9K
|
11.2K
$4.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-265- 2.72% |
$54.5K - $65.6K
|
9.48K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-265- 1.48% |
$54.5K - $65.6K
|
17.7K
$6.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-267- 18.78% |
$54.9K - $66.1K
|
1.16K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-270- 6.69% |
$55.6K - $66.9K
|
3.77K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-271- 6.77% |
$55.8K - $67.1K
|
3.73K
$1.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-274- 0.45% |
$56.4K - $67.9K
|
61K
$22.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-274- 0.72% |
$56.4K - $67.9K
|
37.9K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-275- 1.31% |
$56.6K - $68.1K
|
20.7K
$7.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-280- 1.88% |
$57.6K - $69.3K
|
14.6K
$5.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-281- 4.95% |
$57.8K - $69.6K
|
5.4K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-285- 1.91% |
$58.6K - $70.6K
|
14.6K
$5.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-287- 2.46% |
$59.1K - $71.1K
|
11.4K
$4.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-290- 6.85% |
$59.7K - $71.8K
|
3.94K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-290- 0.76% |
$59.7K - $71.8K
|
37.8K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-294- 24.64% |
$60.5K - $72.8K
|
899
$327K
|