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
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.72KNew |
$353K - $425K
|
1.72K
$625K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.7KNew |
$350K - $421K
|
1.7K
$619K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 35.85% |
$350K - $421K
|
6.44K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 19.63% |
$345K - $416K
|
10.2K
$3.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.68KNew |
$345K - $416K
|
1.68K
$611K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.68K+ 25.96% |
$345K - $416K
|
8.14K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.67K+ 44.95% |
$344K - $415K
|
5.4K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.67K+ 62.36% |
$344K - $414K
|
4.36K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.66K+ 1.88% |
$341K - $411K
|
89.9K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.64KNew |
$338K - $407K
|
1.64K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.63KNew |
$335K - $404K
|
1.63K
$593K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.62KNew |
$334K - $402K
|
1.62K
$591K
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.62KNew |
$334K - $401K
|
1.62K
$590K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.62KNew |
$333K - $400K
|
1.62K
$588K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.61K+ 24.0% |
$331K - $399K
|
8.32K
$3.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.58K+ 38.11% |
$325K - $391K
|
5.72K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.58K+ 4.19% |
$324K - $390K
|
39.2K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.56KNew |
$320K - $385K
|
1.56K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.55K+ 4.45% |
$319K - $384K
|
36.4K
$13.2M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.54KNew |
$317K - $381K
|
1.54K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.53KNew |
$316K - $380K
|
1.53K
$558K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.5KNew |
$309K - $372K
|
1.5K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.5K+ 3.75% |
$309K - $372K
|
41.5K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
1.48K+ 14.37% |
$305K - $368K
|
11.8K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.46K+ 12.33% |
$300K - $361K
|
13.3K
$4.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 3.64% |
$300K - $361K
|
41.5K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.45KNew |
$299K - $359K
|
1.45K
$528K
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
BUY
|
- |
1.45K+ 7.23% |
$298K - $359K
|
21.5K
$7.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.45KNew |
$298K - $359K
|
1.45K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.44K+ 64.91% |
$297K - $357K
|
3.67K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.44K+ 59.15% |
$296K - $357K
|
3.88K
$1.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.43KNew |
$294K - $354K
|
1.43K
$520K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.42KNew |
$292K - $352K
|
1.42K
$517K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.38K+ 57.14% |
$284K - $342K
|
3.8K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.37KNew |
$281K - $338K
|
1.37K
$497K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.37K+ 6.23% |
$281K - $338K
|
23.3K
$8.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$279K - $336K
|
1.36K
$494K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 3.7% |
$278K - $335K
|
37.9K
$13.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.35K+ 15.52% |
$278K - $334K
|
10.1K
$3.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35K+ 7.28% |
$278K - $334K
|
19.9K
$7.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.34KNew |
$277K - $333K
|
1.34K
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.31K+ 6.39% |
$270K - $325K
|
21.9K
$7.96M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.31KNew |
$270K - $325K
|
1.31K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.31KNew |
$270K - $325K
|
1.31K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.31K+ 2.43% |
$269K - $324K
|
55.1K
$20.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
1.3K+ 1.53% |
$267K - $322K
|
86.2K
$31.4M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3K+ 82.71% |
$267K - $321K
|
2.86K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 30.46% |
$265K - $319K
|
5.52K
$2.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.28K+ 6.64% |
$263K - $316K
|
20.5K
$7.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
1.27K+ 3.81% |
$261K - $315K
|
34.6K
$12.6M
|