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 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
127+ 5.54% |
$28.7K - $37.9K
|
2.42K
$881K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
127+ 2.16% |
$28.7K - $37.9K
|
6.01K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
126+ 3.11% |
$28.5K - $37.6K
|
4.18K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
124+ 5.5% |
$28K - $37K
|
2.38K
$865K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
123New |
$27.8K - $36.7K
|
123
$44.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
122+ 4.77% |
$27.6K - $36.4K
|
2.68K
$976K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
122+ 7.87% |
$27.6K - $36.4K
|
1.67K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
121+ 12.89% |
$27.4K - $36.1K
|
1.06K
$386K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
120+ 2.75% |
$27.1K - $35.8K
|
4.49K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
118+ 6.85% |
$26.7K - $35.2K
|
1.84K
$670K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
117+ 3.95% |
$26.4K - $34.9K
|
3.08K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
117+ 11.04% |
$26.4K - $34.9K
|
1.18K
$428K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
117+ 7.96% |
$26.4K - $34.9K
|
1.59K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
115New |
$26K - $34.3K
|
115
$41.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
110+ 1.2% |
$24.9K - $32.8K
|
9.29K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
110+ 5.92% |
$24.9K - $32.8K
|
1.97K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
110+ 5.5% |
$24.9K - $32.8K
|
2.11K
$768K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
109+ 3.7% |
$24.6K - $32.5K
|
3.06K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
107New |
$24.2K - $31.9K
|
107
$38.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
107New |
$24.2K - $31.9K
|
107
$38.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
106+ 10.17% |
$24K - $31.6K
|
1.15K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
105+ 2.4% |
$23.7K - $31.3K
|
4.48K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
105+ 0.38% |
$23.7K - $31.3K
|
27.5K
$10M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
104+ 8.93% |
$23.5K - $31K
|
1.27K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
104+ 12.37% |
$23.5K - $31K
|
945
$344K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
103+ 0.56% |
$23.3K - $30.7K
|
18.5K
$6.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
102+ 13.56% |
$23.1K - $30.4K
|
854
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
102+ 9.81% |
$23.1K - $30.4K
|
1.14K
$416K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
101+ 1.17% |
$22.8K - $30.1K
|
8.72K
$3.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
101+ 0.5% |
$22.8K - $30.1K
|
20.4K
$7.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
101+ 2.36% |
$22.8K - $30.1K
|
4.38K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
101+ 3.16% |
$22.8K - $30.1K
|
3.3K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 2.07% |
$22.6K - $29.8K
|
4.92K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
100+ 4.35% |
$22.6K - $29.8K
|
2.4K
$873K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.55% |
$22.6K - $29.8K
|
18.3K
$6.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
100+ 6.06% |
$22.6K - $29.8K
|
1.75K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
100+ 13.33% |
$22.6K - $29.8K
|
850
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 5.01% |
$22.6K - $29.8K
|
2.1K
$763K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
100+ 7.49% |
$22.6K - $29.8K
|
1.44K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
100+ 7.96% |
$22.6K - $29.8K
|
1.36K
$494K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
100+ 5000.0% |
$22.6K - $29.8K
|
102
$37.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
99+ 1.75% |
$22.4K - $29.5K
|
5.76K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
99+ 3.96% |
$22.4K - $29.5K
|
2.6K
$946K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
99+ 9.9% |
$22.4K - $29.5K
|
1.1K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
98New |
$22.2K - $29.2K
|
98
$35.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
95+ 9.5% |
$21.5K - $28.3K
|
1.1K
$398K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
95+ 3.04% |
$21.5K - $28.3K
|
3.22K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
95+ 4.45% |
$21.5K - $28.3K
|
2.23K
$811K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
94+ 5.68% |
$21.2K - $28K
|
1.75K
$637K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
93+ 2.43% |
$21K - $27.7K
|
3.92K
$1.42M
|