Purchases and Sales Made in Q2 2023 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
7.7K
+ 673.84%
$1.58M - $1.91M
8.85K $3.22M
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
7.57K
+ 40.37%
$1.56M - $1.87M
26.3K $9.58M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
7.57K
+ 214.63%
$1.56M - $1.87M
11.1K $4.04M
Jul 31, 2023 Q2 2023
Callahan Advisors, LLC

BUY
 -
7.35K
+ 12.94%
$1.51M - $1.82M
64.2K $23.3M
Aug 02, 2023 Q2 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
7.3K
+ 29.53%
$1.5M - $1.81M
32K $11.7M
Jul 27, 2023 Q2 2023
Wright Investors Service Inc

BUY
 -
6.87K
+ 143.74%
$1.41M - $1.7M
11.6K $4.24M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
6.86K
New
$1.41M - $1.7M
6.86K $2.5M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.69K
+ 100.27%
$1.38M - $1.66M
13.4K $4.86M
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia

BUY
 -
6.68K
+ 18.7%
$1.37M - $1.65M
42.4K $15.4M
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
6.33K
+ 23.29%
$1.3M - $1.57M
33.5K $12.2M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
6.25K
+ 313.24%
$1.29M - $1.55M
8.24K $3M
Aug 14, 2023 Q2 2023
Norinchukin Bank, The

Tokyo, M0
BUY
 -
6.22K
+ 12.12%
$1.28M - $1.54M
57.6K $20.9M
Aug 14, 2023 Q2 2023
Hbk Investments L P

Dallas, TX
BUY
 -
6.22K
New
$1.28M - $1.54M
6.22K $2.26M
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
6.09K
+ 341.98%
$1.25M - $1.51M
7.88K $2.87M
Jul 18, 2023 Q2 2023
44 Wealth Management LLC

BUY
 -
6.07K
+ 177.07%
$1.25M - $1.5M
9.5K $3.46M
Aug 14, 2023 Q2 2023
Bridgeway Capital Management, LLC

Houston, TX
BUY
 -
5.94K
New
$1.22M - $1.47M
5.94K $2.16M
Aug 07, 2023 Q2 2023
Wbi Investments, Inc.

BUY
 -
5.82K
New
$1.2M - $1.44M
5.82K $2.12M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.75K
+ 3.06%
$1.18M - $1.42M
194K $70.5M
Jul 14, 2023 Q2 2023
Cullinan Associates Inc

BUY
 -
5.66K
+ 18.19%
$1.16M - $1.4M
36.8K $13.4M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
5.65K
+ 72.14%
$1.16M - $1.4M
13.5K $4.91M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
5.64K
New
$1.16M - $1.4M
5.64K $2.05M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
5.52K
+ 176.87%
$1.14M - $1.37M
8.64K $3.14M
Aug 01, 2023 Q2 2023
Arizona State Retirement System

BUY
 -
5.5K
+ 3.87%
$1.13M - $1.36M
148K $53.7M
Aug 04, 2023 Q2 2023
Tom Gayner Markel Corp
BUY
 -
5.5K
+ 1.91%
$1.13M - $1.36M
293K $107M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
5.39K
+ 0.85%
$1.11M - $1.34M
643K $234M
Aug 14, 2023 Q2 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
5.36K
New
$1.1M - $1.33M
5.36K $1.95M
Jul 19, 2023 Q2 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
5.32K
New
$1.1M - $1.32M
5.32K $1.94M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
5.11K
+ 62.15%
$1.05M - $1.26M
13.3K $4.85M
Jul 26, 2023 Q2 2023
G&S Capital LLC

BUY
 -
5.03K
+ 64.62%
$1.03M - $1.25M
12.8K $4.66M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.02K
+ 4.41%
$1.03M - $1.24M
119K $43.2M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
4.98K
+ 3.17%
$1.02M - $1.23M
162K $59M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
4.88K
+ 7.86%
$1M - $1.21M
67K $24.4M
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
4.88K
+ 203.51%
$1M - $1.21M
7.27K $2.65M
Aug 10, 2023 Q2 2023
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
4.77K
New
$982K - $1.18M
4.77K $1.74M
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
4.75K
+ 71.38%
$977K - $1.18M
11.4K $4.15M
Aug 10, 2023 Q2 2023
Shelton Capital Management

Denver, CO
BUY
 -
4.68K
+ 45.78%
$964K - $1.16M
14.9K $5.43M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
4.68K
+ 24.73%
$963K - $1.16M
23.6K $8.59M
Jul 19, 2023 Q2 2023
Teacher Retirement System Of Texas

Austin, TX
BUY
 -
4.68K
+ 2.48%
$963K - $1.16M
194K $70.5M
Jul 06, 2023 Q2 2023
In Track Investment Management Inc

BUY
 -
4.66K
New
$958K - $1.15M
4.66K $1.69M
Jul 31, 2023 Q2 2023
Duality Advisers, LP

Miami, FL
BUY
 -
4.45K
New
$915K - $1.1M
4.45K $1.62M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
4.37K
+ 35.42%
$899K - $1.08M
16.7K $6.08M
Aug 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
4.31K
+ 102.43%
$886K - $1.07M
8.51K $3.1M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.25K
+ 6.04%
$875K - $1.05M
74.7K $27.2M
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
4.21K
+ 296.76%
$867K - $1.04M
5.63K $2.05M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.16K
+ 21.67%
$856K - $1.03M
23.4K $8.5M
Aug 14, 2023 Q2 2023
Lee Ainslie Maverick Capital LTD | Dallas, Tx
BUY
 -
4.15K
New
$853K - $1.03M
4.15K $1.51M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.08K
+ 2.29%
$839K - $1.01M
183K $66.4M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4.07K
+ 92.46%
$838K - $1.01M
8.48K $3.08M
Jul 18, 2023 Q2 2023
Mc Guire Investment Group, LLC

BUY
 -
4.04K
+ 31.04%
$831K - $1M
17K $6.2M

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