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 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.41K- 9.76% |
$702K - $845K
|
31.6K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.46K- 61.57% |
$712K - $857K
|
2.16K
$869K
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-3.59K- 23.22% |
$739K - $889K
|
11.9K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.61K- 80.37% |
$742K - $893K
|
881
$354K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.66K- 58.05% |
$752K - $906K
|
2.64K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.66K- 57.06% |
$753K - $906K
|
2.75K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.72K- 5.05% |
$766K - $922K
|
69.9K
$28.1M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.72K- 54.98% |
$766K - $922K
|
3.05K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.74K- 6.75% |
$769K - $926K
|
51.7K
$20.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.89K- 7.73% |
$800K - $963K
|
46.4K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4K- 4.31% |
$823K - $991K
|
88.7K
$35.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.37K- 6.27% |
$900K - $1.08M
|
65.4K
$26.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.5K- 62.37% |
$926K - $1.11M
|
2.72K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.59K- 2.53% |
$944K - $1.14M
|
177K
$71M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.65K- 22.07% |
$956K - $1.15M
|
16.4K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.69K- 1.59% |
$965K - $1.16M
|
291K
$117M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.76K- 18.42% |
$978K - $1.18M
|
21.1K
$8.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4.78K- 71.36% |
$983K - $1.18M
|
1.92K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.83K- 7.69% |
$993K - $1.2M
|
57.9K
$23.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.03K- 52.67% |
$1.04M - $1.25M
|
4.52K
$1.82M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.03K- 52.67% |
$1.04M - $1.25M
|
4.52K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.08K- 76.18% |
$1.05M - $1.26M
|
1.59K
$639K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.43K- 3.56% |
$1.12M - $1.35M
|
147K
$59.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.47K- 83.44% |
$1.13M - $1.36M
|
1.09K
$437K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.5K- 59.14% |
$1.13M - $1.36M
|
3.8K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.54K- 1.79% |
$1.14M - $1.37M
|
304K
$122M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.7K- 55.79% |
$1.17M - $1.41M
|
4.52K
$1.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.75K- 13.03% |
$1.18M - $1.43M
|
38.4K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.8K- 15.56% |
$1.19M - $1.44M
|
31.5K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.81K- 4.02% |
$1.2M - $1.44M
|
139K
$55.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-5.85K- 4.01% |
$1.2M - $1.45M
|
140K
$56.3M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6K- 2.18% |
$1.23M - $1.49M
|
270K
$108M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-6.06K- 5.83% |
$1.25M - $1.5M
|
97.9K
$39.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.47K- 23.51% |
$1.33M - $1.6M
|
21K
$8.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.58K- 88.77% |
$1.35M - $1.63M
|
833
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-6.7K- 14.41% |
$1.38M - $1.66M
|
39.8K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.75K- 86.89% |
$1.39M - $1.67M
|
1.02K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.77K- 18.83% |
$1.39M - $1.68M
|
29.2K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.77K- 5.11% |
$1.39M - $1.68M
|
126K
$50.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6.99K- 8.11% |
$1.44M - $1.73M
|
79.2K
$31.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.02K- 39.46% |
$1.44M - $1.74M
|
10.8K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.2K- 4.2% |
$1.48M - $1.78M
|
164K
$66M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.23K- 11.22% |
$1.49M - $1.79M
|
57.2K
$23M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.23K- 1.5% |
$1.49M - $1.79M
|
475K
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-7.32KClosed |
$1.51M - $1.81M
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.66K- 64.72% |
$1.58M - $1.9M
|
4.18K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.67K- 3.36% |
$1.58M - $1.9M
|
220K
$88.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.67K- 17.42% |
$1.58M - $1.9M
|
36.4K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.89K- 29.41% |
$1.62M - $1.95M
|
18.9K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-7.91K- 13.81% |
$1.63M - $1.96M
|
49.3K
$19.8M
|