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 08, 2023 Q3 2023
Fosun International LTD

BUY
 -
5.19K
New
$1.25M - $1.5M
5.19K $1.95M
Oct 30, 2023 Q3 2023
Wolff Financial Management LLC

BUY
 -
5.13K
New
$1.23M - $1.48M
5.13K $1.92M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
4.99K
+ 3.08%
$1.2M - $1.44M
167K $62.7M
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
4.94K
+ 28.99%
$1.19M - $1.43M
22K $8.24M
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
4.89K
+ 5.0%
$1.18M - $1.41M
103K $38.5M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
4.77K
+ 105.89%
$1.15M - $1.38M
9.27K $3.48M
Nov 13, 2023 Q3 2023
Eisler Capital (Uk) Ltd.

London, X0
BUY
 -
4.65K
+ 9.07%
$1.12M - $1.34M
55.9K $21M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
4.42K
+ 10.83%
$1.06M - $1.28M
45.2K $17M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.38K
+ 6.21%
$1.05M - $1.27M
75K $28.1M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
4.28K
New
$1.03M - $1.23M
4.28K $1.6M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.22K
+ 99.58%
$1.02M - $1.22M
8.46K $3.17M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
4.15K
+ 6.04%
$999K - $1.2M
72.9K $27.3M
Oct 25, 2023 Q3 2023
Hixon Zuercher, LLC

BUY
 -
4.14K
+ 20.77%
$996K - $1.19M
24.1K $9.02M
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
4.12K
+ 15.37%
$991K - $1.19M
30.9K $11.6M
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
4.08K
+ 13.82%
$981K - $1.18M
33.6K $12.6M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
4.06K
+ 329.01%
$977K - $1.17M
5.29K $1.99M
Nov 09, 2023 Q3 2023
Jw Asset Management, LLC

Armonk, NY
BUY
 -
4.02K
New
$968K - $1.16M
4.02K $1.51M
Nov 07, 2023 Q3 2023
Fort Washington Investment Advisors Inc

BUY
 -
4.01K
+ 1.99%
$965K - $1.16M
205K $77M
Nov 03, 2023 Q3 2023
Syon Capital LLC

San Francisco, CA
BUY
 -
3.96K
New
$952K - $1.14M
3.96K $1.48M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
3.91K
+ 154.82%
$940K - $1.13M
6.43K $2.41M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
3.91K
+ 10.82%
$939K - $1.13M
40K $15M
Oct 25, 2023 Q3 2023
Mn Services Vermogensbeheer B.V.

BUY
 -
3.9K
+ 1.57%
$938K - $1.13M
252K $94.3M
Oct 12, 2023 Q3 2023
Field & Main Bank

BUY
 -
3.86K
+ 98.04%
$928K - $1.11M
7.79K $2.92M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
3.84K
+ 0.87%
$923K - $1.11M
444K $167M
Nov 14, 2023 Q3 2023
Uss Investment Management LTD

BUY
 -
3.75K
+ 3.41%
$902K - $1.08M
114K $42.6M
Nov 14, 2023 Q3 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
3.67K
New
$882K - $1.06M
3.67K $1.38M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
3.67K
+ 26.85%
$882K - $1.06M
17.3K $6.5M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
3.55K
New
$853K - $1.02M
3.55K $1.33M
Nov 14, 2023 Q3 2023
Ethic Inc.

New York, NY
BUY
 -
3.52K
+ 9.33%
$848K - $1.02M
41.3K $15.5M
Nov 17, 2023 Q3 2023
Savoie Capital LLC

Chicago, IL
BUY
 -
3.47K
New
$834K - $1M
3.47K $1.3M
Nov 07, 2023 Q3 2023
Metis Global Partners, LLC

BUY
 -
3.43K
+ 19.33%
$824K - $989K
21.2K $7.93M
Nov 14, 2023 Q3 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
3.37K
+ 8.61%
$811K - $973K
42.5K $16M
Nov 13, 2023 Q3 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
3.33K
+ 8.94%
$801K - $961K
40.6K $15.2M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

BUY
 -
3.3K
New
$795K - $954K
3.3K $1.24M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
3.23K
+ 188.06%
$777K - $932K
4.95K $1.85M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.21K
+ 11.48%
$772K - $926K
31.2K $11.7M
Nov 14, 2023 Q3 2023
Credit Agricole S A

BUY
 -
3.21K
+ 26.8%
$772K - $926K
15.2K $5.69M
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
3.18K
+ 126.92%
$765K - $917K
5.68K $2.13M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
3.18K
New
$765K - $917K
3.18K $1.19M
Nov 14, 2023 Q3 2023
Alphadyne Asset Management LP

New York, NY
BUY
 -
3.17K
New
$762K - $914K
3.17K $1.19M
Nov 08, 2023 Q3 2023
Campbell & CO Investment Adviser LLC

Baltimore, MD
BUY
 -
3.17K
+ 146.57%
$762K - $914K
5.33K $2M
Nov 14, 2023 Q3 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
3.15K
New
$758K - $910K
3.15K $1.18M
Oct 26, 2023 Q3 2023
Ifm Investors Pty LTD

BUY
 -
3.14K
+ 3.1%
$755K - $906K
104K $39.1M
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
3.13K
+ 24.11%
$753K - $903K
16.1K $6.04M
Oct 25, 2023 Q3 2023
Jackson Square Capital, LLC

BUY
 -
3.13K
+ 18.6%
$753K - $903K
19.9K $7.48M
Nov 13, 2023 Q3 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
3.05K
+ 90.76%
$735K - $882K
6.42K $2.41M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.04K
+ 0.59%
$732K - $878K
522K $196M
Oct 10, 2023 Q3 2023
Threadgill Financial, LLC

BUY
 -
2.96K
New
$711K - $853K
2.96K $1.11M
Nov 14, 2023 Q3 2023
Legacy Advisors, LLC

BUY
 -
2.95K
+ 158.14%
$711K - $853K
4.82K $1.81M

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