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 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 6.43% |
$45.2K - $59.6K
|
2.91K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-200- 17.5% |
$45.2K - $59.6K
|
943
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-201- 16.85% |
$45.4K - $59.9K
|
992
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-204- 1.08% |
$46.1K - $60.8K
|
18.8K
$6.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-205- 84.02% |
$46.3K - $61.1K
|
39
$14.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-208- 4.48% |
$47K - $62K
|
4.44K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-210- 13.2% |
$47.5K - $62.6K
|
1.38K
$503K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-212- 19.17% |
$47.9K - $63.2K
|
894
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-214- 1.93% |
$48.4K - $63.8K
|
10.9K
$3.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-216- 2.04% |
$48.8K - $64.4K
|
10.4K
$3.77M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-219- 6.09% |
$49.5K - $65.3K
|
3.38K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-219- 20.47% |
$49.5K - $65.3K
|
851
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-219- 5.56% |
$49.5K - $65.3K
|
3.72K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-222- 1.46% |
$50.2K - $66.2K
|
15K
$5.44M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-224- 10.7% |
$50.6K - $66.8K
|
1.87K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-225- 3.13% |
$50.9K - $67.1K
|
6.97K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-229- 20.25% |
$51.8K - $68.3K
|
902
$328K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-229- 4.32% |
$51.8K - $68.3K
|
5.07K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-230- 41.97% |
$52K - $68.6K
|
318
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-231- 7.43% |
$52.2K - $68.9K
|
2.88K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-239- 23.8% |
$54K - $71.3K
|
765
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-242- 1.7% |
$54.7K - $72.1K
|
14K
$5.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-244- 4.46% |
$55.2K - $72.7K
|
5.22K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-244- 3.84% |
$55.2K - $72.7K
|
6.12K
$2.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-246- 2.79% |
$55.6K - $73.3K
|
8.58K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-246- 1.18% |
$55.6K - $73.3K
|
20.6K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-247- 6.43% |
$55.8K - $73.6K
|
3.59K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-250- 10.12% |
$56.5K - $74.5K
|
2.22K
$808K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 9.21% |
$56.5K - $74.5K
|
2.47K
$897K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-251- 13.6% |
$56.7K - $74.8K
|
1.6K
$580K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-253- 9.86% |
$57.2K - $75.4K
|
2.31K
$842K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-259- 27.18% |
$58.5K - $77.2K
|
694
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-260- 3.41% |
$58.8K - $77.5K
|
7.37K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-261- 1.31% |
$59K - $77.8K
|
19.6K
$7.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-262- 42.53% |
$59.2K - $78.1K
|
354
$129K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-265- 1.44% |
$59.9K - $79K
|
18.2K
$6.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-268- 5.85% |
$60.6K - $79.9K
|
4.31K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-271- 0.69% |
$61.3K - $80.8K
|
38.9K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-272- 3.88% |
$61.5K - $81.1K
|
6.74K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-274- 6.88% |
$61.9K - $81.7K
|
3.71K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 7.67% |
$62.2K - $82K
|
3.31K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-275- 9.11% |
$62.2K - $82K
|
2.75K
$999K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-275- 78.57% |
$62.2K - $82K
|
75
$27.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-276- 97.18% |
$62.4K - $82.3K
|
8
$2.91K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-277- 1.07% |
$62.6K - $82.6K
|
25.6K
$9.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-279- 17.99% |
$63.1K - $83.2K
|
1.27K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-280- 2.1% |
$63.3K - $83.5K
|
13.1K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-281- 12.64% |
$63.5K - $83.8K
|
1.94K
$707K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-282- 0.55% |
$63.7K - $84.1K
|
50.6K
$18.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-284- 2.27% |
$64.2K - $84.7K
|
12.2K
$4.46M
|