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 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-836- 3.6% |
$172K - $207K
|
22.4K
$8.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-836- 9.56% |
$172K - $207K
|
7.91K
$2.88M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-838- 10.98% |
$172K - $208K
|
6.79K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-842- 5.44% |
$173K - $209K
|
14.6K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-845- 16.67% |
$174K - $209K
|
4.23K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-850- 4.41% |
$175K - $211K
|
18.4K
$6.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-854- 47.87% |
$176K - $212K
|
930
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-858- 3.46% |
$177K - $213K
|
24K
$8.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-863- 7.12% |
$178K - $214K
|
11.3K
$4.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-865- 97.19% |
$178K - $214K
|
25
$9.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-865- 22.17% |
$178K - $214K
|
3.04K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-869- 49.94% |
$179K - $215K
|
871
$317K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-872- 8.77% |
$179K - $216K
|
9.07K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-872- 7.41% |
$179K - $216K
|
10.9K
$3.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-876- 34.06% |
$180K - $217K
|
1.7K
$617K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-877- 18.3% |
$180K - $217K
|
3.92K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-879- 5.24% |
$181K - $218K
|
15.9K
$5.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-885- 6.42% |
$182K - $219K
|
12.9K
$4.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-900- 4.26% |
$185K - $223K
|
20.2K
$7.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-900- 6.84% |
$185K - $223K
|
12.3K
$4.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-915- 3.31% |
$188K - $227K
|
26.7K
$9.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-922- 2.11% |
$190K - $228K
|
42.8K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-930- 1.16% |
$191K - $230K
|
79.1K
$28.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-965- 5.86% |
$199K - $239K
|
15.5K
$5.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-995- 0.82% |
$205K - $246K
|
120K
$43.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-998- 3.77% |
$205K - $247K
|
25.5K
$9.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 46.38% |
$206K - $248K
|
1.16K
$421K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1K- 32.33% |
$206K - $248K
|
2.09K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1K- 32.41% |
$206K - $248K
|
2.09K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1K- 22.57% |
$206K - $248K
|
3.44K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.02K- 8.33% |
$211K - $254K
|
11.3K
$4.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.03K- 0.41% |
$212K - $255K
|
251K
$91.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.04K- 2.22% |
$214K - $258K
|
46K
$16.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 28.6% |
$215K - $259K
|
2.61K
$950K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05K- 7.66% |
$215K - $259K
|
12.6K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.06K- 7.53% |
$218K - $262K
|
13K
$4.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.06K- 22.54% |
$218K - $262K
|
3.64K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.07K- 17.29% |
$220K - $265K
|
5.12K
$1.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.08K- 8.46% |
$222K - $267K
|
11.7K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.09K- 9.52% |
$223K - $269K
|
10.3K
$3.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.09K- 5.78% |
$224K - $269K
|
17.7K
$6.45M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.1K- 9.05% |
$226K - $272K
|
11.1K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.1K- 2.64% |
$227K - $273K
|
40.7K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.11K- 1.19% |
$227K - $274K
|
91.6K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 5.53% |
$230K - $277K
|
19.1K
$6.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.15K- 18.25% |
$236K - $284K
|
5.13K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.15K- 27.18% |
$237K - $286K
|
3.09K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.16K- 5.7% |
$238K - $286K
|
19.1K
$6.95M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16K- 10.34% |
$238K - $287K
|
10K
$3.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.17K- 9.35% |
$241K - $290K
|
11.4K
$4.13M
|