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 08, 2023 Q2 2023
Weil Company, Inc.

BUY
 -
1.26K
+ 88.68%
$259K - $312K
2.68K $976K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
1.26K
+ 56.53%
$259K - $312K
3.49K $1.27M
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.25K
+ 8.66%
$257K - $310K
15.7K $5.71M
Aug 07, 2023 Q2 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
1.25K
New
$257K - $310K
1.25K $455K
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.24K
New
$256K - $308K
1.24K $452K
Aug 21, 2023 Q2 2023
Ccm Investment Advisers LLC

BUY
 -
1.24K
+ 1.85%
$256K - $308K
68.4K $24.9M
Jul 14, 2023 Q2 2023
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
1.24K
New
$254K - $306K
1.24K $449K
Jul 24, 2023 Q2 2023
Boston Trust Walden Corp

BUY
 -
1.23K
New
$254K - $306K
1.23K $449K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
1.23K
+ 29.88%
$254K - $306K
5.36K $1.95M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.23K
+ 13.99%
$253K - $305K
10K $3.65M
Jul 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
1.22K
New
$251K - $302K
1.22K $444K
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
1.2K
+ 4.98%
$247K - $297K
25.3K $9.21M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.2K
+ 38.35%
$247K - $297K
4.33K $1.58M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.17K
New
$241K - $290K
1.17K $426K
Jul 24, 2023 Q2 2023
Edmp, Inc.

BUY
 -
1.16K
New
$239K - $288K
1.16K $424K
Aug 11, 2023 Q2 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
1.15K
+ 9.61%
$237K - $286K
13.2K $4.79M
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
1.15K
+ 7.29%
$236K - $284K
16.9K $6.14M
Aug 03, 2023 Q2 2023
Corundum Trust Company, Inc

Sioux Falls, SD
BUY
 -
1.14K
New
$235K - $283K
1.14K $415K
Aug 01, 2023 Q2 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
1.13K
New
$232K - $280K
1.13K $411K
Aug 08, 2023 Q2 2023
Hyman Charles D

BUY
 -
1.13K
+ 0.7%
$232K - $280K
162K $58.9M
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
1.13K
+ 11.79%
$232K - $279K
10.7K $3.89M
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.12K
+ 8.2%
$230K - $277K
14.8K $5.38M
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
1.12K
+ 9.66%
$229K - $276K
12.7K $4.61M
Jul 21, 2023 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
1.11K
+ 2.86%
$228K - $275K
39.9K $14.5M
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

BUY
 -
1.11K
New
$228K - $274K
1.11K $402K
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
1.1K
+ 15.72%
$226K - $272K
8.08K $2.94M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.09K
+ 33.02%
$225K - $270K
4.4K $1.6M
Aug 07, 2023 Q2 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
1.09K
+ 7.53%
$225K - $270K
15.6K $5.68M
Aug 14, 2023 Q2 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
1.09K
New
$223K - $269K
1.09K $395K
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
1.08K
New
$222K - $267K
1.08K $392K
Jul 26, 2023 Q2 2023
Raub Brock Capital Management LP

BUY
 -
1.07K
New
$220K - $265K
1.07K $389K
Aug 03, 2023 Q2 2023
Gouws Capital LLC

BUY
 -
1.07K
+ 10.45%
$219K - $264K
11.3K $4.1M
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
1.06K
New
$217K - $262K
1.06K $384K
Aug 04, 2023 Q2 2023
Smith, Salley & Associates

BUY
 -
1.06K
+ 11.98%
$217K - $261K
9.86K $3.59M
Aug 07, 2023 Q2 2023
Citizens Business Bank

Ontario, CA
BUY
 -
1.05K
New
$217K - $261K
1.05K $383K
Aug 11, 2023 Q2 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
1.05K
+ 15.76%
$216K - $260K
7.71K $2.8M
Aug 08, 2023 Q2 2023
Gladius Capital Management LP

Chicago, IL
BUY
 -
1.04K
New
$214K - $257K
1.04K $378K
Aug 09, 2023 Q2 2023
Geller Advisors LLC

New York, NY
BUY
 -
1.03K
+ 50.87%
$211K - $254K
3.05K $1.11M
Jul 14, 2023 Q2 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
1.02K
New
$211K - $254K
1.02K $373K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
1.02K
+ 1.66%
$209K - $252K
62.3K $22.7M
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
1K
+ 95.98%
$206K - $248K
2.05K $745K
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
1K
+ 100.0%
$206K - $248K
2K $728K
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
985
+ 2.41%
$203K - $244K
41.8K $15.2M
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
954
New
$196K - $236K
954 $347K
Jul 31, 2023 Q2 2023
Mizuho Securities Co. Ltd.

BUY
 -
950
+ 633.33%
$195K - $235K
1.1K $400K
Aug 03, 2023 Q2 2023
Crane Advisory, LLC

Fullerton, CA
BUY
 -
944
New
$194K - $234K
944 $344K
Jul 19, 2023 Q2 2023
Grant

BUY
 -
939
New
$193K - $233K
939 $342K
Aug 14, 2023 Q2 2023
Elo Mutual Pension Insurance CO

BUY
 -
937
+ 2.25%
$193K - $232K
42.5K $15.5M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
934
+ 7.34%
$192K - $231K
13.7K $4.97M

Track Institutional and Insider Activities on CAT

Follow CATERPILLAR INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CAT shares.

Notify only if

Insider Trading

Get notified when an Caterpillar Inc insider buys or sells CAT shares.

Notify only if

News

Receive news related to CATERPILLAR INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CAT