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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
25+ 0.55% |
$5.65K - $7.45K
|
4.58K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
25+ 2.88% |
$5.65K - $7.45K
|
893
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
25+ 3.22% |
$5.65K - $7.45K
|
802
$292K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
25New |
$5.65K - $7.45K
|
25
$9.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
24+ 0.23% |
$5.43K - $7.15K
|
10.5K
$3.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 1.69% |
$5.2K - $6.86K
|
1.38K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$5.2K - $6.86K
|
10.8K
$3.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 1.89% |
$4.97K - $6.56K
|
1.18K
$431K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
22+ 0.31% |
$4.97K - $6.56K
|
7.07K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.45% |
$4.97K - $6.56K
|
4.89K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
22+ 0.14% |
$4.97K - $6.56K
|
15.3K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
22+ 0.99% |
$4.97K - $6.56K
|
2.24K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
22+ 0.75% |
$4.97K - $6.56K
|
2.95K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
22+ 0.49% |
$4.97K - $6.56K
|
4.53K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.48% |
$4.75K - $6.26K
|
4.37K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
21+ 0.03% |
$4.75K - $6.26K
|
71.8K
$26.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
21+ 2.49% |
$4.75K - $6.26K
|
865
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
20+ 2.31% |
$4.52K - $5.96K
|
884
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
20+ 2.54% |
$4.52K - $5.96K
|
808
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.37% |
$4.52K - $5.96K
|
5.5K
$2M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
19+ 0.44% |
$4.29K - $5.66K
|
4.38K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
19+ 2.45% |
$4.29K - $5.66K
|
795
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
19+ 1.87% |
$4.29K - $5.66K
|
1.03K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
18+ 5.86% |
$4.07K - $5.37K
|
325
$118K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17+ 0.97% |
$3.84K - $5.07K
|
1.77K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
17+ 0.81% |
$3.84K - $5.07K
|
2.12K
$773K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 3.71% |
$3.62K - $4.77K
|
447
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
16+ 0.12% |
$3.62K - $4.77K
|
13.2K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
16+ 0.53% |
$3.62K - $4.77K
|
3.02K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
15+ 0.58% |
$3.39K - $4.47K
|
2.62K
$952K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15New |
$3.39K - $4.47K
|
15
$5.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 0.4% |
$3.39K - $4.47K
|
3.72K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
14+ 0.38% |
$3.16K - $4.17K
|
3.67K
$1.34M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 1.13% |
$3.16K - $4.17K
|
1.25K
$456K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
13+ 0.47% |
$2.94K - $3.88K
|
2.78K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 1.67% |
$2.94K - $3.88K
|
791
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
12+ 0.16% |
$2.71K - $3.58K
|
7.74K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 0.18% |
$2.71K - $3.58K
|
6.74K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 7.74% |
$2.71K - $3.58K
|
167
$60.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12+ 1.39% |
$2.71K - $3.58K
|
875
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
12+ 0.43% |
$2.71K - $3.58K
|
2.79K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
11+ 0.27% |
$2.49K - $3.28K
|
4.05K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11+ 0.32% |
$2.49K - $3.28K
|
3.48K
$1.27M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
11+ 0.73% |
$2.49K - $3.28K
|
1.51K
$550K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.07% |
$2.26K - $2.98K
|
14.8K
$5.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.04% |
$2.26K - $2.98K
|
26K
$9.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10+ 0.66% |
$2.26K - $2.98K
|
1.51K
$551K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.22% |
$2.26K - $2.98K
|
4.65K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.39% |
$2.26K - $2.98K
|
2.6K
$947K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.46% |
$2.26K - $2.98K
|
2.17K
$790K
|