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 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-9.42K- 63.1% |
$1.94M - $2.33M
|
5.51K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.7K- 78.41% |
$2M - $2.4M
|
2.67K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.85K- 19.41% |
$2.03M - $2.44M
|
40.9K
$14.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-9.9K- 71.09% |
$2.04M - $2.45M
|
4.03K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-10.1K- 28.19% |
$2.07M - $2.49M
|
25.6K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-10.2K- 79.65% |
$2.1M - $2.52M
|
2.6K
$947K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10.3K- 7.29% |
$2.13M - $2.56M
|
131K
$47.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-10.7KClosed |
$2.2M - $2.65M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-10.7K- 19.22% |
$2.21M - $2.66M
|
45.1K
$16.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 49.17% |
$2.33M - $2.8M
|
11.7K
$4.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-11.7K- 87.93% |
$2.4M - $2.89M
|
1.6K
$583K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.8K- 1.84% |
$2.44M - $2.93M
|
633K
$230M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-12.1K- 11.0% |
$2.48M - $2.99M
|
97.6K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.4K- 91.48% |
$2.56M - $3.08M
|
1.16K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-12.5K- 35.7% |
$2.56M - $3.09M
|
22.5K
$8.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-12.9K- 2.44% |
$2.66M - $3.21M
|
518K
$188M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.2K- 12.64% |
$2.71M - $3.26M
|
91K
$33.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 0.83% |
$3.1M - $3.73M
|
1.8M
$655M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-15.2K- 20.51% |
$3.13M - $3.77M
|
59K
$21.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-15.6K- 23.02% |
$3.22M - $3.87M
|
52.2K
$19M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16K- 72.3% |
$3.3M - $3.97M
|
6.14K
$2.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.1K- 5.11% |
$3.52M - $4.24M
|
318K
$116M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-17.3K- 12.24% |
$3.56M - $4.28M
|
124K
$45.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.5K- 10.48% |
$3.61M - $4.34M
|
150K
$54.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17.7K- 13.81% |
$3.63M - $4.37M
|
110K
$40.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-18.3K- 23.23% |
$3.76M - $4.52M
|
60.4K
$22M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-18.5K- 18.84% |
$3.81M - $4.59M
|
79.8K
$29M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.6K- 11.93% |
$3.84M - $4.62M
|
138K
$50.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.7K- 3.03% |
$3.85M - $4.63M
|
599K
$218M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-18.9K- 13.75% |
$3.9M - $4.69M
|
119K
$43.3M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-18.9K- 13.75% |
$3.9M - $4.69M
|
119K
$43.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-19.3K- 29.07% |
$3.97M - $4.78M
|
47.1K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-19.5K- 66.96% |
$4.01M - $4.83M
|
9.61K
$3.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-20K- 48.85% |
$4.12M - $4.96M
|
21K
$7.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-20.2K- 7.54% |
$4.16M - $5M
|
248K
$90.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-20.7K- 0.75% |
$4.25M - $5.12M
|
2.74M
$998M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-21.1K- 18.59% |
$4.34M - $5.23M
|
92.4K
$33.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-21.6K- 13.22% |
$4.44M - $5.35M
|
142K
$51.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.6K- 23.19% |
$4.65M - $5.59M
|
74.8K
$27.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-23K- 7.41% |
$4.73M - $5.7M
|
287K
$105M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-23K- 7.41% |
$4.73M - $5.7M
|
287K
$105M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-24.7K- 96.55% |
$5.08M - $6.11M
|
882
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-25K- 96.03% |
$5.14M - $6.18M
|
1.03K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-25K- 6.96% |
$5.15M - $6.2M
|
335K
$122M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-25.9K- 2.94% |
$5.33M - $6.41M
|
856K
$312M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-26.3K- 57.95% |
$5.41M - $6.51M
|
19.1K
$6.95M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-27.4K- 4.62% |
$5.64M - $6.79M
|
566K
$206M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-27.7K- 68.91% |
$5.7M - $6.86M
|
12.5K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-28.2K- 99.27% |
$5.8M - $6.98M
|
206
$75K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.5K- 12.54% |
$5.86M - $7.05M
|
199K
$72.3M
|