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 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-27- 0.32% |
$6.1K - $8.05K
|
8.53K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-28- 0.9% |
$6.33K - $8.35K
|
3.09K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 2.06% |
$6.56K - $8.65K
|
1.38K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-29- 0.07% |
$6.56K - $8.65K
|
38.8K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-29- 0.72% |
$6.56K - $8.65K
|
3.98K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-30- 2.39% |
$6.78K - $8.94K
|
1.22K
$445K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30- 2.17% |
$6.78K - $8.94K
|
1.36K
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-30- 0.69% |
$6.78K - $8.94K
|
4.31K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-30- 1.04% |
$6.78K - $8.94K
|
2.86K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.87% |
$6.78K - $8.94K
|
3.43K
$1.25M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30- 44.78% |
$6.78K - $8.94K
|
37
$13.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-31- 0.4% |
$7.01K - $9.24K
|
7.76K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-31- 0.28% |
$7.01K - $9.24K
|
11.2K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-31- 0.93% |
$7.01K - $9.24K
|
3.32K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-32- 4.22% |
$7.23K - $9.54K
|
726
$264K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-32- 2.37% |
$7.23K - $9.54K
|
1.32K
$480K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-32- 2.84% |
$7.23K - $9.54K
|
1.09K
$398K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-33- 0.37% |
$7.46K - $9.84K
|
8.92K
$3.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-34- 4.0% |
$7.69K - $10.1K
|
816
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-34- 0.53% |
$7.69K - $10.1K
|
6.34K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-34- 0.04% |
$7.69K - $10.1K
|
81.6K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-34- 1.77% |
$7.69K - $10.1K
|
1.89K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-34- 0.73% |
$7.69K - $10.1K
|
4.64K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-34- 3.29% |
$7.69K - $10.1K
|
1K
$364K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-35- 1.3% |
$7.91K - $10.4K
|
2.67K
$970K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 0.46% |
$7.91K - $10.4K
|
7.53K
$2.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-35- 0.87% |
$7.91K - $10.4K
|
3.98K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-35- 1.79% |
$7.91K - $10.4K
|
1.93K
$700K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-36- 25.9% |
$8.14K - $10.7K
|
103
$37.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-36- 2.1% |
$8.14K - $10.7K
|
1.68K
$610K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-36- 1.04% |
$8.14K - $10.7K
|
3.41K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-36- 0.44% |
$8.14K - $10.7K
|
8.13K
$2.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-37- 0.24% |
$8.36K - $11K
|
15.7K
$5.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-38- 1.8% |
$8.59K - $11.3K
|
2.08K
$756K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-38- 2.28% |
$8.59K - $11.3K
|
1.63K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-38- 0.21% |
$8.59K - $11.3K
|
17.7K
$6.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-38- 2.57% |
$8.59K - $11.3K
|
1.44K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-38- 1.76% |
$8.59K - $11.3K
|
2.12K
$772K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-39- 2.86% |
$8.82K - $11.6K
|
1.32K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-39- 1.2% |
$8.82K - $11.6K
|
3.21K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-39- 2.8% |
$8.82K - $11.6K
|
1.35K
$493K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.59% |
$9.04K - $11.9K
|
2.48K
$901K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-40- 5.33% |
$9.04K - $11.9K
|
710
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-40- 3.97% |
$9.04K - $11.9K
|
968
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-40- 3.09% |
$9.04K - $11.9K
|
1.25K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-40- 4.62% |
$9.04K - $11.9K
|
825
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-40- 3.43% |
$9.04K - $11.9K
|
1.13K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-40- 1.09% |
$9.04K - $11.9K
|
3.63K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-40- 0.57% |
$9.04K - $11.9K
|
6.96K
$2.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-41- 2.88% |
$9.27K - $12.2K
|
1.38K
$503K
|