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
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-262- 42.53% |
$59.2K - $78.1K
|
354
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-265- 1.44% |
$59.9K - $79K
|
18.2K
$7.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-268- 5.85% |
$60.6K - $79.9K
|
4.31K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-271- 0.69% |
$61.3K - $80.8K
|
38.9K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-272- 3.88% |
$61.5K - $81.1K
|
6.74K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-274- 6.88% |
$61.9K - $81.7K
|
3.71K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275- 7.67% |
$62.2K - $82K
|
3.31K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-275- 9.11% |
$62.2K - $82K
|
2.75K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-275- 78.57% |
$62.2K - $82K
|
75
$30.2K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-276- 97.18% |
$62.4K - $82.3K
|
8
$3.22K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-277- 1.07% |
$62.6K - $82.6K
|
25.6K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-279- 17.99% |
$63.1K - $83.2K
|
1.27K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-280- 2.1% |
$63.3K - $83.5K
|
13.1K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-281- 12.64% |
$63.5K - $83.8K
|
1.94K
$781K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-282- 0.55% |
$63.7K - $84.1K
|
50.6K
$20.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-284- 2.27% |
$64.2K - $84.7K
|
12.2K
$4.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-284- 1.21% |
$64.2K - $84.7K
|
23.2K
$9.32M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-284- 4.7% |
$64.2K - $84.7K
|
5.76K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-285- 5.05% |
$64.4K - $85K
|
5.36K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-287- 9.69% |
$64.9K - $85.6K
|
2.68K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-287- 1.23% |
$64.9K - $85.6K
|
23K
$9.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-288- 21.97% |
$65.1K - $85.9K
|
1.02K
$411K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-292- 2.25% |
$66K - $87.1K
|
12.7K
$5.11M
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-293- 1.56% |
$66.2K - $87.3K
|
18.5K
$7.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-297- 1.1% |
$67.1K - $88.5K
|
26.6K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-300- 14.22% |
$67.8K - $89.4K
|
1.81K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-300- 2.88% |
$67.8K - $89.4K
|
10.1K
$4.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 22.39% |
$67.8K - $89.4K
|
1.04K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-302- 1.79% |
$68.3K - $90K
|
16.6K
$6.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-304- 38.78% |
$68.7K - $90.6K
|
480
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-304- 27.71% |
$68.7K - $90.6K
|
793
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-304- 0.9% |
$68.7K - $90.6K
|
33.4K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-305- 15.66% |
$68.9K - $90.9K
|
1.64K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-308- 16.81% |
$69.6K - $91.8K
|
1.52K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-310- 0.69% |
$70.1K - $92.4K
|
44.3K
$17.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-310- 3.58% |
$70.1K - $92.4K
|
8.35K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-310- 6.81% |
$70.1K - $92.4K
|
4.24K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-314- 0.94% |
$71K - $93.6K
|
33.1K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-314- 3.43% |
$71K - $93.6K
|
8.85K
$3.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-318- 16.7% |
$71.9K - $94.8K
|
1.59K
$638K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-319- 9.61% |
$72.1K - $95.1K
|
3K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-320- 1.8% |
$72.3K - $95.4K
|
17.4K
$7.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-320- 0.44% |
$72.3K - $95.4K
|
73K
$29.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-321- 3.59% |
$72.6K - $95.7K
|
8.61K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-322- 18.17% |
$72.8K - $96K
|
1.45K
$583K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-323- 10.25% |
$73K - $96.3K
|
2.83K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-323- 17.16% |
$73K - $96.3K
|
1.56K
$627K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-326- 7.83% |
$73.7K - $97.2K
|
3.84K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-327- 28.24% |
$73.9K - $97.5K
|
831
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-328- 4.98% |
$74.1K - $97.8K
|
6.26K
$2.52M
|