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 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
138
+ 7.07%
$33.2K - $39.8K
2.09K $776K
Oct 10, 2023 Q3 2023
Founders Capital Management

BUY
 -
137
+ 109.6%
$33K - $39.5K
262 $97.3K
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
137
+ 3.1%
$33K - $39.5K
4.55K $1.69M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
137
+ 3.26%
$33K - $39.5K
4.34K $1.61M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
135
+ 2.44%
$32.5K - $39K
5.66K $2.1M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
135
New
$32.5K - $39K
135 $50.1K
Dec 27, 2023 Q3 2023
Rnc Capital Management LLC

BUY
 -
135
+ 5.67%
$32.5K - $39K
2.52K $935K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
133
+ 4.52%
$32K - $38.4K
3.08K $1.14M
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
133
+ 111.76%
$32K - $38.4K
252 $93.6K
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
131
+ 2.61%
$31.5K - $37.8K
5.14K $1.91M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
130
+ 14.71%
$31.3K - $37.5K
1.01K $377K
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

BUY
 -
130
+ 3.99%
$31.3K - $37.5K
3.39K $1.26M
May 17, 2024 Q3 2023
Baxter Bros Inc

BUY
 -
130
+ 15.12%
$31.3K - $37.5K
990 $368K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
129
+ 1.57%
$31K - $37.2K
8.36K $3.1M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
126
+ 4.51%
$30.3K - $36.4K
2.92K $1.09M
Oct 18, 2023 Q3 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
126
+ 7.03%
$30.3K - $36.4K
1.92K $713K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
126
+ 0.1%
$30.3K - $36.4K
124K $46.2M
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
125
+ 7.2%
$30.1K - $36.1K
1.86K $691K
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
125
+ 0.24%
$30.1K - $36.1K
52.9K $19.7M
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
125
+ 1.38%
$30.1K - $36.1K
9.18K $3.41M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
122
+ 6.19%
$29.4K - $35.2K
2.09K $777K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
120
+ 9.91%
$28.9K - $34.6K
1.33K $494K
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
120
+ 15.11%
$28.9K - $34.6K
914 $339K
Oct 25, 2023 Q3 2023
Eukles Asset Management

BUY
 -
120
+ 0.79%
$28.9K - $34.6K
15.3K $5.66M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
120
+ 9.5%
$28.9K - $34.6K
1.38K $514K
Nov 13, 2023 Q3 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
120
+ 3.6%
$28.9K - $34.6K
3.46K $1.28M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
119
+ 20.77%
$28.6K - $34.3K
692 $257K
Nov 02, 2023 Q3 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
118
+ 2.5%
$28.4K - $34.1K
4.85K $1.8M
Nov 09, 2023 Q3 2023
Arrow Financial Corp

BUY
 -
117
+ 0.73%
$28.1K - $33.8K
16.1K $5.97M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
115
+ 0.84%
$27.7K - $33.2K
13.9K $5.15M
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
114
+ 1.08%
$27.4K - $32.9K
10.6K $3.95M
Oct 31, 2023 Q3 2023
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
113
+ 13.37%
$27.2K - $32.6K
958 $356K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
112
+ 9.97%
$26.9K - $32.3K
1.24K $459K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
112
+ 0.31%
$26.9K - $32.3K
36.2K $13.4M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
111
+ 4.64%
$26.7K - $32K
2.5K $929K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
110
+ 44.35%
$26.5K - $31.8K
358 $133K
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
109
+ 1.52%
$26.2K - $31.5K
7.26K $2.7M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
109
+ 2.06%
$26.2K - $31.5K
5.39K $2M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
108
+ 0.99%
$26K - $31.2K
11K $4.09M
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
107
+ 0.82%
$25.7K - $30.9K
13.2K $4.9M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
107
+ 10.26%
$25.7K - $30.9K
1.15K $427K
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
104
+ 0.36%
$25K - $30K
29.2K $10.8M
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
103
+ 2.37%
$24.8K - $29.7K
4.45K $1.65M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
103
+ 5.88%
$24.8K - $29.7K
1.86K $689K
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
102
+ 4.32%
$24.5K - $29.4K
2.46K $914K
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
102
+ 1.3%
$24.5K - $29.4K
7.98K $2.96M
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

BUY
 -
101
+ 6.48%
$24.3K - $29.2K
1.66K $617K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
101
+ 5.56%
$24.3K - $29.2K
1.92K $712K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
101
+ 2.58%
$24.3K - $29.2K
4.02K $1.49M

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