Purchases and Sales Made in Q3 2023 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 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
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
452
+ 2.19%
$109K - $130K
21.1K $7.84M
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
450
+ 7.0%
$108K - $130K
6.88K $2.55M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
449
+ 8.62%
$108K - $130K
5.66K $2.1M
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
448
+ 7.18%
$108K - $129K
6.69K $2.48M
Oct 24, 2023 Q3 2023
Goodwin Daniel L

BUY
 -
440
+ 42.31%
$106K - $127K
1.48K $550K
Oct 13, 2023 Q3 2023
Reliant Investment Management, LLC

BUY
 -
435
+ 2.4%
$105K - $126K
18.6K $6.9M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
435
+ 5.28%
$105K - $126K
8.68K $3.22M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
434
+ 17.97%
$104K - $125K
2.85K $1.06M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
433
+ 0.93%
$104K - $125K
46.9K $17.4M
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
433
New
$104K - $125K
433 $161K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
430
+ 1.26%
$103K - $124K
34.6K $12.8M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
429
+ 2.41%
$103K - $124K
18.2K $6.78M
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
425
+ 9.57%
$102K - $123K
4.87K $1.81M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
420
+ 148.41%
$101K - $121K
703 $261K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
419
+ 13.73%
$101K - $121K
3.47K $1.29M
Oct 20, 2023 Q3 2023
Mountain Pacific Investment Advisers Inc

BUY
 -
411
+ 28.04%
$98.9K - $119K
1.88K $697K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
411
+ 4.02%
$98.9K - $119K
10.6K $3.95M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
410
+ 3.68%
$98.6K - $118K
11.5K $4.29M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
406
+ 25.11%
$97.7K - $117K
2.02K $751K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
405
+ 35.46%
$97.4K - $117K
1.55K $575K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
405
+ 2.86%
$97.4K - $117K
14.6K $5.41M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
404
+ 3.56%
$97.2K - $117K
11.8K $4.37M
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
402
+ 7.01%
$96.7K - $116K
6.14K $2.28M
Oct 27, 2023 Q3 2023
Narwhal Capital Management

BUY
 -
401
+ 1.72%
$96.5K - $116K
23.7K $8.81M
Nov 14, 2023 Q3 2023
Horizon Kinetics Asset Management LLC

BUY
 -
401
+ 6.08%
$96.5K - $116K
7K $2.6M
Oct 30, 2023 Q3 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
400
+ 22.88%
$96.2K - $115K
2.15K $798K
Nov 14, 2023 Q3 2023
Barr E S & CO

Lexington, KY
BUY
 -
400
+ 26.44%
$96.2K - $115K
1.91K $711K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.45%
$96.2K - $115K
89.1K $33.1M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
396
+ 3.8%
$95.3K - $114K
10.8K $4.02M
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
396
+ 2.21%
$95.3K - $114K
18.3K $6.8M
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
396
+ 10.26%
$95.3K - $114K
4.25K $1.58M
Nov 07, 2023 Q3 2023
Schnieders Capital Management LLC

BUY
 -
395
+ 3.55%
$95K - $114K
11.5K $4.27M
Sep 30, 2024 Q3 2023
Jarislowsky, Fraser LTD

BUY
 -
392
+ 55.6%
$94.3K - $113K
1.1K $407K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
381
+ 9.7%
$91.7K - $110K
4.31K $1.6M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
380
+ 2.86%
$91.4K - $110K
13.7K $5.08M
Nov 14, 2023 Q3 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
380
+ 4.57%
$91.4K - $110K
8.69K $3.23M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
377
+ 2.91%
$90.7K - $109K
13.3K $4.95M
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
375
+ 15.92%
$90.2K - $108K
2.73K $1.01M
Nov 01, 2023 Q3 2023
Cap Wealth Advisors, LLC

BUY
 -
373
+ 31.91%
$89.7K - $108K
1.54K $573K
Nov 13, 2023 Q3 2023
Richard C. Young & Co., Ltd.

BUY
 -
373
+ 0.68%
$89.7K - $108K
55.5K $20.6M
Nov 13, 2023 Q3 2023
Banco De Sabadell, S.A

Miami, FL
BUY
 -
368
+ 148.39%
$88.5K - $106K
616 $229K
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
360
+ 109.09%
$86.6K - $104K
690 $256K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
359
+ 9.27%
$86.4K - $104K
4.23K $1.57M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
357
+ 5.07%
$85.9K - $103K
7.4K $2.75M
Nov 13, 2023 Q3 2023
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
350
+ 0.64%
$84.2K - $101K
55.1K $20.5M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
348
+ 29.87%
$83.7K - $100K
1.51K $562K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
342
+ 6.95%
$82.3K - $98.7K
5.26K $1.95M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
341
+ 3.34%
$82K - $98.4K
10.5K $3.92M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
339
+ 0.66%
$81.6K - $97.9K
52K $19.3M

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