Purchases and Sales Made in Q3 2023 in Caterpillar Inc (CAT)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
337+ 111.96% |
$81.1K - $97.3K
|
638
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
336+ 21.73% |
$80.8K - $97K
|
1.88K
$699K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
332+ 3.3% |
$79.9K - $95.8K
|
10.4K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
332+ 0.28% |
$79.9K - $95.8K
|
118K
$43.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
329+ 2.3% |
$79.2K - $95K
|
14.6K
$5.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
329+ 0.65% |
$79.2K - $95K
|
50.9K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
327New |
$78.7K - $94.4K
|
327
$121K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
325+ 0.82% |
$78.2K - $93.8K
|
39.8K
$14.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
323+ 4.37% |
$77.7K - $93.2K
|
7.71K
$2.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
323+ 7.18% |
$77.7K - $93.2K
|
4.82K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
323+ 2.72% |
$77.7K - $93.2K
|
12.2K
$4.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
320+ 139.13% |
$77K - $92.4K
|
550
$204K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
319+ 6.14% |
$76.7K - $92.1K
|
5.51K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
318+ 2.98% |
$76.5K - $91.8K
|
11K
$4.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
313+ 3.32% |
$75.3K - $90.3K
|
9.74K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
309+ 10.77% |
$74.3K - $89.2K
|
3.18K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
309+ 20.41% |
$74.3K - $89.2K
|
1.82K
$677K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
307+ 1.45% |
$73.9K - $88.6K
|
21.5K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
307+ 10.84% |
$73.9K - $88.6K
|
3.14K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
305+ 12.87% |
$73.4K - $88K
|
2.67K
$993K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 1.86% |
$73.1K - $87.7K
|
16.6K
$6.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
304+ 7.41% |
$73.1K - $87.7K
|
4.41K
$1.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
302+ 1.08% |
$72.7K - $87.2K
|
28.3K
$10.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
302+ 3.55% |
$72.7K - $87.2K
|
8.8K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
302+ 1.88% |
$72.7K - $87.2K
|
16.3K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
296+ 2.05% |
$71.2K - $85.4K
|
14.8K
$5.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
294+ 25.9% |
$70.7K - $84.9K
|
1.43K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
293+ 33.87% |
$70.5K - $84.6K
|
1.16K
$430K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
290New |
$69.8K - $83.7K
|
290
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
290+ 2.16% |
$69.8K - $83.7K
|
13.7K
$5.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
289+ 17.84% |
$69.5K - $83.4K
|
1.91K
$709K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
285+ 7.35% |
$68.6K - $82.3K
|
4.16K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
283+ 27.45% |
$68.1K - $81.7K
|
1.31K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
280+ 16.9% |
$67.4K - $80.8K
|
1.94K
$719K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
275+ 3.9% |
$66.2K - $79.4K
|
7.34K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
274+ 17.86% |
$65.9K - $79.1K
|
1.81K
$672K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
272New |
$65.4K - $78.5K
|
272
$101K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
272+ 27.67% |
$65.4K - $78.5K
|
1.26K
$466K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
268+ 7.73% |
$64.5K - $77.4K
|
3.74K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
267+ 5.01% |
$64.2K - $77.1K
|
5.6K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
266+ 1.16% |
$64K - $76.8K
|
23.2K
$8.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
265+ 3.05% |
$63.8K - $76.5K
|
8.94K
$3.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
264+ 2.39% |
$63.5K - $76.2K
|
11.3K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
264+ 0.93% |
$63.5K - $76.2K
|
28.6K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
264+ 2.79% |
$63.5K - $76.2K
|
9.73K
$3.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
262New |
$63K - $75.6K
|
262
$97.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
261+ 62.44% |
$62.8K - $75.3K
|
679
$252K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
261+ 196.24% |
$62.8K - $75.3K
|
394
$146K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
258+ 6.42% |
$62.1K - $74.5K
|
4.28K
$1.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
257+ 1.09% |
$61.8K - $74.2K
|
23.9K
$8.87M
|