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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
60.6K+ 18.28% |
$13.7M - $18.1M
|
392K
$147M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
60.2K+ 34.0% |
$13.6M - $18M
|
237K
$89.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
59.8K+ 12.72% |
$13.5M - $17.8M
|
530K
$199M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
55.4K+ 15.07% |
$12.5M - $16.5M
|
423K
$159M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
54.8K+ 30.49% |
$12.4M - $16.3M
|
234K
$88M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
54.4K+ 8219.49% |
$12.3M - $16.2M
|
55.1K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
54.1K+ 183.81% |
$12.2M - $16.1M
|
83.5K
$31.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48.4K+ 444.83% |
$10.9M - $14.4M
|
59.2K
$22.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
48.2K+ 30.05% |
$10.9M - $14.4M
|
209K
$78.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
46.5KNew |
$10.5M - $13.9M
|
46.5K
$17.5M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
44.4K+ 8.8% |
$10M - $13.3M
|
550K
$207M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.2K+ 15.75% |
$9.99M - $13.2M
|
325K
$122M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.1K+ 4.0% |
$9.74M - $12.9M
|
1.12M
$421M
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
42.6K+ 2.85% |
$9.63M - $12.7M
|
1.54M
$577M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
42.3KNew |
$9.56M - $12.6M
|
42.3K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
41.8K+ 42.1% |
$9.44M - $12.5M
|
141K
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
41.7K+ 52.55% |
$9.43M - $12.4M
|
121K
$45.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.3K+ 14.59% |
$8.67M - $11.4M
|
301K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
37.1K+ 57.35% |
$8.38M - $11M
|
102K
$38.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
36.8K+ 27.74% |
$8.31M - $11M
|
169K
$63.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
35K+ 91.54% |
$7.91M - $10.4M
|
73.2K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
35KNew |
$7.91M - $10.4M
|
35K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
34.7KNew |
$7.84M - $10.3M
|
34.7K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
34.1K+ 32.34% |
$7.71M - $10.2M
|
140K
$52.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
34.1KNew |
$7.7M - $10.2M
|
34.1K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.1K+ 4.65% |
$7.48M - $9.86M
|
744K
$279M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
32.8K+ 2.36% |
$7.41M - $9.78M
|
1.42M
$534M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.4K+ 23.86% |
$6.88M - $9.07M
|
158K
$59.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
30.3K+ 19.73% |
$6.85M - $9.04M
|
184K
$69.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30.3K+ 16.62% |
$6.84M - $9.02M
|
212K
$79.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$6.71M - $8.85M
|
29.7K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
29.5K+ 54.45% |
$6.67M - $8.79M
|
83.7K
$31.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
29.1K+ 3.94% |
$6.57M - $8.67M
|
767K
$288M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
28.2K+ 28.4% |
$6.38M - $8.41M
|
128K
$47.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
27.8K+ 20.51% |
$6.28M - $8.28M
|
163K
$61.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
27.6K+ 12397.76% |
$6.25M - $8.24M
|
27.9K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 3.34% |
$5.74M - $7.57M
|
786K
$295M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
24.3K+ 109.73% |
$5.49M - $7.24M
|
46.4K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
23.6K+ 25.43% |
$5.34M - $7.04M
|
116K
$43.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
23.5KNew |
$5.31M - $7M
|
23.5K
$8.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
22.8K+ 9.52% |
$5.15M - $6.79M
|
262K
$98.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.7K+ 7.14% |
$4.91M - $6.48M
|
326K
$123M
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
21.4K+ 24.63% |
$4.84M - $6.39M
|
108K
$40.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
21.3K+ 17.82% |
$4.81M - $6.34M
|
141K
$52.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
20.5K+ 2.32% |
$4.64M - $6.12M
|
904K
$340M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.5K+ 3.03% |
$4.41M - $5.82M
|
663K
$249M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
19.4K+ 19.21% |
$4.39M - $5.79M
|
121K
$45.3M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.3K+ 20.38% |
$4.37M - $5.77M
|
114K
$42.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
18.8K+ 1109.6% |
$4.26M - $5.62M
|
20.5K
$7.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
18.8KNew |
$4.24M - $5.59M
|
18.8K
$7.05M
|