Purchases and Sales Made in Q4 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
173+ 3.38% |
$39.1K - $51.6K
|
5.3K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
172+ 2.88% |
$38.9K - $51.3K
|
6.14K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
170+ 1.69% |
$38.4K - $50.7K
|
10.2K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
170+ 1.61% |
$38.4K - $50.7K
|
10.7K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
170+ 10.99% |
$38.4K - $50.7K
|
1.72K
$625K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
169+ 20.63% |
$38.2K - $50.4K
|
988
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
169New |
$38.2K - $50.4K
|
169
$61.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
169+ 7.91% |
$38.2K - $50.4K
|
2.31K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
168+ 18.65% |
$38K - $50.1K
|
1.07K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
164New |
$37.1K - $48.9K
|
164
$59.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
164+ 13.07% |
$37.1K - $48.9K
|
1.42K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
163+ 3.95% |
$36.8K - $48.6K
|
4.29K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
163New |
$36.8K - $48.6K
|
163
$59.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
162+ 1.83% |
$36.6K - $48.3K
|
9.04K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
158+ 6.29% |
$35.7K - $47.1K
|
2.67K
$971K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
157+ 4.58% |
$35.5K - $46.8K
|
3.59K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
155+ 1.6% |
$35K - $46.2K
|
9.83K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
153+ 1.62% |
$34.6K - $45.6K
|
9.63K
$3.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
151+ 8.93% |
$34.1K - $45K
|
1.84K
$670K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
150+ 3.75% |
$33.9K - $44.7K
|
4.15K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
150+ 1.66% |
$33.9K - $44.7K
|
9.19K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
150+ 0.71% |
$33.9K - $44.7K
|
21.2K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
149+ 9.06% |
$33.7K - $44.4K
|
1.79K
$652K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
148+ 9.05% |
$33.5K - $44.1K
|
1.78K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
148New |
$33.5K - $44.1K
|
148
$53.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
147+ 6.42% |
$33.2K - $43.8K
|
2.44K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
145+ 0.95% |
$32.8K - $43.2K
|
15.4K
$5.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
144+ 1.27% |
$32.6K - $42.9K
|
11.5K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
144+ 8.43% |
$32.6K - $42.9K
|
1.85K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
144+ 0.93% |
$32.6K - $42.9K
|
15.6K
$5.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
143+ 0.98% |
$32.3K - $42.6K
|
14.7K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
140+ 1.35% |
$31.6K - $41.7K
|
10.5K
$3.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
139+ 1.88% |
$31.4K - $41.4K
|
7.54K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
139+ 18.22% |
$31.4K - $41.4K
|
902
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
138+ 17.67% |
$31.2K - $41.1K
|
919
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
137+ 11.81% |
$31K - $40.8K
|
1.3K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
137New |
$31K - $40.8K
|
137
$49.9K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
137+ 7.56% |
$31K - $40.8K
|
1.95K
$710K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
135+ 0.51% |
$30.5K - $40.2K
|
26.5K
$9.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
135+ 3.21% |
$30.5K - $40.2K
|
4.35K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
135+ 8.32% |
$30.5K - $40.2K
|
1.76K
$639K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
134+ 3.42% |
$30.3K - $39.9K
|
4.05K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
134New |
$30.3K - $39.9K
|
134
$48.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
133New |
$30.1K - $39.6K
|
133
$48.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
133+ 0.95% |
$30.1K - $39.6K
|
14.1K
$5.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
132+ 2.48% |
$29.8K - $39.4K
|
5.46K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
132+ 7.79% |
$29.8K - $39.4K
|
1.83K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
132+ 15.62% |
$29.8K - $39.4K
|
977
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
131+ 1.73% |
$29.6K - $39.1K
|
7.71K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
130+ 2.73% |
$29.4K - $38.8K
|
4.89K
$1.78M
|