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 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-295- 1.63% |
$60.7K - $73.1K
|
17.8K
$6.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-299- 1.56% |
$61.5K - $74.1K
|
18.9K
$6.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 8.59% |
$61.7K - $74.3K
|
3.19K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-300- 17.65% |
$61.7K - $74.3K
|
1.4K
$509K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 2.7% |
$61.7K - $74.3K
|
10.8K
$3.93M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-300- 9.86% |
$61.7K - $74.3K
|
2.74K
$998K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-300- 9.86% |
$61.7K - $74.3K
|
2.74K
$998K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-300- 30.27% |
$61.7K - $74.3K
|
691
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-300- 4.63% |
$61.7K - $74.3K
|
6.18K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-300- 23.08% |
$61.7K - $74.3K
|
1K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-300- 3.18% |
$61.7K - $74.3K
|
9.13K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-300- 18.17% |
$61.7K - $74.3K
|
1.35K
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-301- 0.29% |
$61.9K - $74.5K
|
105K
$38.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-302- 17.8% |
$62.1K - $74.8K
|
1.4K
$508K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-302- 1.95% |
$62.1K - $74.8K
|
15.2K
$5.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-303- 1.54% |
$62.3K - $75K
|
19.4K
$7.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-305- 2.73% |
$62.8K - $75.5K
|
10.9K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-306- 1.41% |
$63K - $75.8K
|
21.5K
$7.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-308- 69.84% |
$63.4K - $76.3K
|
133
$48.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-309- 18.66% |
$63.6K - $76.5K
|
1.35K
$490K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-309- 3.35% |
$63.6K - $76.5K
|
8.91K
$3.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-312- 4.72% |
$64.2K - $77.3K
|
6.29K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-318- 2.71% |
$65.4K - $78.8K
|
11.4K
$4.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-319- 4.53% |
$65.6K - $79K
|
6.73K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-319- 5.31% |
$65.6K - $79K
|
5.69K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-319- 6.46% |
$65.6K - $79K
|
4.62K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-320- 1.74% |
$65.8K - $79.3K
|
18.1K
$6.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-324- 23.7% |
$66.7K - $80.2K
|
1.04K
$380K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-325- 48.15% |
$66.9K - $80.5K
|
350
$127K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-325- 1.45% |
$66.9K - $80.5K
|
22.1K
$8.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-325- 20.38% |
$66.9K - $80.5K
|
1.27K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-329- 21.13% |
$67.7K - $81.5K
|
1.23K
$447K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-334- 2.55% |
$68.7K - $82.7K
|
12.8K
$4.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-334- 9.98% |
$68.7K - $82.7K
|
3.01K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-334- 9.3% |
$68.7K - $82.7K
|
3.26K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-335- 0.92% |
$68.9K - $83K
|
36K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-340- 7.01% |
$70K - $84.2K
|
4.51K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-341- 3.78% |
$70.2K - $84.5K
|
8.68K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-342- 11.55% |
$70.4K - $84.7K
|
2.62K
$953K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-346- 12.57% |
$71.2K - $85.7K
|
2.41K
$876K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-346- 1.47% |
$71.2K - $85.7K
|
23.2K
$8.44M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-350- 7.19% |
$72K - $86.7K
|
4.52K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-358- 1.72% |
$73.7K - $88.7K
|
20.5K
$7.45M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-359- 8.83% |
$73.9K - $88.9K
|
3.71K
$1.35M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-364Closed |
$74.9K - $90.2K
|
0
$0
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-365- 1.43% |
$75.1K - $90.4K
|
25.2K
$9.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-367- 3.47% |
$75.5K - $90.9K
|
10.2K
$3.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-373- 1.45% |
$76.7K - $92.4K
|
25.4K
$9.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-374- 1.55% |
$77K - $92.6K
|
23.8K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-380- 29.9% |
$78.2K - $94.1K
|
891
$324K
|