Purchases and Sales Made in Q1 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
271+ 5.84% |
$58.3K - $71.7K
|
4.91K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
270+ 7.55% |
$58.1K - $71.4K
|
3.85K
$1.56M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
266+ 7.8% |
$57.2K - $70.4K
|
3.68K
$1.49M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
266+ 7.8% |
$57.2K - $70.4K
|
3.68K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
264+ 0.93% |
$56.8K - $69.8K
|
28.6K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
263+ 1.54% |
$56.5K - $69.6K
|
17.3K
$7.05M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
260+ 11.24% |
$55.9K - $68.8K
|
2.57K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
260+ 13.83% |
$55.9K - $68.8K
|
2.14K
$870K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
258+ 13.95% |
$55.5K - $68.3K
|
2.11K
$856K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
255+ 5.64% |
$54.8K - $67.5K
|
4.78K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
255+ 0.29% |
$54.8K - $67.5K
|
88.2K
$35.9M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
254+ 4.49% |
$54.6K - $67.2K
|
5.91K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
252+ 2.74% |
$54.2K - $66.7K
|
9.44K
$3.84M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
251New |
$54K - $66.4K
|
251
$102K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
250+ 8.95% |
$53.8K - $66.1K
|
3.04K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
250+ 8.95% |
$53.8K - $66.1K
|
3.04K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
249+ 1.32% |
$53.5K - $65.9K
|
19.2K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
247+ 0.27% |
$53.1K - $65.3K
|
92.7K
$37.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
239+ 11.7% |
$51.4K - $63.2K
|
2.28K
$927K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
239+ 16.39% |
$51.4K - $63.2K
|
1.7K
$690K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
238+ 6.0% |
$51.2K - $63K
|
4.21K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
235+ 27.58% |
$50.5K - $62.2K
|
1.09K
$442K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
235+ 1.75% |
$50.5K - $62.2K
|
13.7K
$5.55M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
235+ 3.87% |
$50.5K - $62.2K
|
6.31K
$2.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
234+ 37.08% |
$50.3K - $61.9K
|
865
$352K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
233+ 2.59% |
$50.1K - $61.6K
|
9.22K
$3.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
231+ 3.39% |
$49.7K - $61.1K
|
7.04K
$2.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
231+ 6.18% |
$49.7K - $61.1K
|
3.97K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
230+ 8.35% |
$49.5K - $60.8K
|
2.99K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
229+ 6.03% |
$49.2K - $60.6K
|
4.03K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
229+ 3.74% |
$49.2K - $60.6K
|
6.36K
$2.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
228+ 1.9% |
$49K - $60.3K
|
12.2K
$4.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
228+ 8.54% |
$49K - $60.3K
|
2.9K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
227+ 21.74% |
$48.8K - $60.1K
|
1.27K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
226+ 2.28% |
$48.6K - $59.8K
|
10.2K
$4.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
225+ 11.34% |
$48.4K - $59.5K
|
2.21K
$898K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
225+ 3.33% |
$48.4K - $59.5K
|
6.99K
$2.84M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
225+ 6.51% |
$48.4K - $59.5K
|
3.68K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
225+ 15.42% |
$48.4K - $59.5K
|
1.68K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
224+ 6.75% |
$48.2K - $59.3K
|
3.54K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
222+ 6.61% |
$47.7K - $58.7K
|
3.58K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
222+ 5.31% |
$47.7K - $58.7K
|
4.4K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
220+ 3.01% |
$47.3K - $58.2K
|
7.53K
$3.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
219+ 4.58% |
$47.1K - $57.9K
|
5.01K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
219+ 1.65% |
$47.1K - $57.9K
|
13.5K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
218+ 2.45% |
$46.9K - $57.7K
|
9.11K
$3.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
215+ 4.97% |
$46.2K - $56.9K
|
4.54K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
214+ 3.54% |
$46K - $56.6K
|
6.26K
$2.54M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
210+ 1.15% |
$45.2K - $55.6K
|
18.5K
$7.54M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
207+ 5.15% |
$44.5K - $54.8K
|
4.23K
$1.72M
|