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 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-126K- 39.55% |
$25.9M - $31.2M
|
193K
$70.1M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-127K- 96.78% |
$26.2M - $31.6M
|
4.24K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-149K- 56.16% |
$30.6M - $36.8M
|
116K
$42.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-149K- 9.99% |
$30.6M - $36.9M
|
1.34M
$488M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-153K- 37.07% |
$31.4M - $37.8M
|
259K
$94.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-157K- 73.87% |
$32.3M - $38.8M
|
55.5K
$20.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-175K- 81.81% |
$36M - $43.3M
|
38.9K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-183K- 21.78% |
$37.6M - $45.3M
|
657K
$239M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-194K- 96.98% |
$39.9M - $48M
|
6.04K
$2.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-200K- 10.99% |
$41.1M - $49.5M
|
1.62M
$589M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-201K- 9.71% |
$41.3M - $49.7M
|
1.86M
$679M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-207K- 35.12% |
$42.5M - $51.1M
|
381K
$139M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-227K- 46.28% |
$46.6M - $56.1M
|
263K
$95.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-231K- 23.18% |
$47.6M - $57.3M
|
767K
$279M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-242K- 3.03% |
$49.7M - $59.8M
|
7.72M
$2.81B
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-260K- 7.96% |
$53.4M - $64.3M
|
3M
$1.09B
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-280K- 58.44% |
$57.6M - $69.3M
|
199K
$72.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-288K- 54.3% |
$59.3M - $71.4M
|
243K
$88.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-349K- 51.64% |
$71.9M - $86.5M
|
327K
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-383K- 0.78% |
$78.8M - $94.9M
|
48.7M
$17.7B
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-432K- 12.36% |
$88.8M - $107M
|
3.06M
$1.11B
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-436K- 9.6% |
$89.7M - $108M
|
4.1M
$1.49B
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-444K- 41.5% |
$91.3M - $110M
|
625K
$228M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-530K- 50.4% |
$109M - $131M
|
521K
$190M
|
|
|
Aug 11, 2023
Q2 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-665K- 26.23% |
$137M - $165M
|
1.87M
$680M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-698K- 45.45% |
$144M - $173M
|
837K
$305M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-716K- 12.1% |
$147M - $177M
|
5.2M
$1.89B
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-733K- 74.85% |
$151M - $181M
|
246K
$89.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-884K- 48.8% |
$182M - $219M
|
928K
$338M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.34M- 3.81% |
$276M - $332M
|
33.9M
$12.3B
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.53M- 99.59% |
$315M - $379M
|
6.24K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-4.75MClosed |
$978M - $1.18B
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-28.2M- 99.58% |
$5.8B - $6.98B
|
119K
$43.3M
|