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 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-58- 0.59% |
$13.1K - $17.3K
|
9.83K
$3.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-58- 3.83% |
$13.1K - $17.3K
|
1.46K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-58- 0.25% |
$13.1K - $17.3K
|
23.5K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-58- 2.12% |
$13.1K - $17.3K
|
2.68K
$975K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-59- 0.82% |
$13.3K - $17.6K
|
7.1K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-59- 5.92% |
$13.3K - $17.6K
|
937
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-59- 1.56% |
$13.3K - $17.6K
|
3.72K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-60- 6.02% |
$13.6K - $17.9K
|
936
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-60- 4.52% |
$13.6K - $17.9K
|
1.27K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-60- 4.89% |
$13.6K - $17.9K
|
1.17K
$425K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-61- 2.89% |
$13.8K - $18.2K
|
2.05K
$746K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-62- 3.23% |
$14K - $18.5K
|
1.86K
$676K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-65- 0.1% |
$14.7K - $19.4K
|
67.8K
$24.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-65- 1.43% |
$14.7K - $19.4K
|
4.47K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-65- 20.97% |
$14.7K - $19.4K
|
245
$89.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-66- 5.58% |
$14.9K - $19.7K
|
1.12K
$406K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-66- 1.29% |
$14.9K - $19.7K
|
5.07K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-66- 1.45% |
$14.9K - $19.7K
|
4.5K
$1.64M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-66- 1.45% |
$14.9K - $19.7K
|
4.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-68- 1.59% |
$15.4K - $20.3K
|
4.21K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-69- 6.01% |
$15.6K - $20.6K
|
1.08K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-69- 7.13% |
$15.6K - $20.6K
|
899
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-69- 2.27% |
$15.6K - $20.6K
|
2.97K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-69- 3.66% |
$15.6K - $20.6K
|
1.82K
$662K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-70- 1.27% |
$15.8K - $20.9K
|
5.45K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-70- 0.92% |
$15.8K - $20.9K
|
7.56K
$2.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-70- 1.64% |
$15.8K - $20.9K
|
4.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-70- 4.99% |
$15.8K - $20.9K
|
1.33K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-72- 2.57% |
$16.3K - $21.5K
|
2.73K
$993K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-72- 4.4% |
$16.3K - $21.5K
|
1.57K
$569K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-74- 5.95% |
$16.7K - $22.1K
|
1.17K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-74- 2.43% |
$16.7K - $22.1K
|
2.97K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-75- 4.55% |
$17K - $22.4K
|
1.58K
$573K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-75- 2.12% |
$17K - $22.4K
|
3.46K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-75- 1.06% |
$17K - $22.4K
|
6.97K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-75- 7.37% |
$17K - $22.4K
|
943
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-76- 0.52% |
$17.2K - $22.7K
|
14.6K
$5.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-77- 9.24% |
$17.4K - $23K
|
756
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-77- 3.06% |
$17.4K - $23K
|
2.44K
$887K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-77- 1.96% |
$17.4K - $23K
|
3.86K
$1.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-78- 3.17% |
$17.6K - $23.3K
|
2.38K
$867K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-78- 13.73% |
$17.6K - $23.3K
|
490
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-78- 3.53% |
$17.6K - $23.3K
|
2.13K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-79- 0.07% |
$17.9K - $23.6K
|
105K
$38.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-79- 2.1% |
$17.9K - $23.6K
|
3.67K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-80- 0.76% |
$18.1K - $23.8K
|
10.5K
$3.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-80- 0.69% |
$18.1K - $23.8K
|
11.5K
$4.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-81- 1.82% |
$18.3K - $24.1K
|
4.38K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-83- 6.72% |
$18.8K - $24.7K
|
1.15K
$419K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-83- 0.34% |
$18.8K - $24.7K
|
24.2K
$8.79M
|