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 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
207+ 20.02% |
$44.5K - $54.8K
|
1.24K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
207New |
$44.5K - $54.8K
|
207
$84.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
206+ 6.96% |
$44.3K - $54.5K
|
3.17K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
205+ 4.88% |
$44.1K - $54.2K
|
4.41K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
201+ 13.48% |
$43.2K - $53.2K
|
1.69K
$688K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
200+ 5.94% |
$43K - $52.9K
|
3.57K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.6% |
$43K - $52.9K
|
33.8K
$13.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
199+ 5.53% |
$42.8K - $52.6K
|
3.8K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
199+ 3.84% |
$42.8K - $52.6K
|
5.38K
$2.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
198+ 9.05% |
$42.6K - $52.4K
|
2.39K
$970K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
197+ 1.31% |
$42.4K - $52.1K
|
15.3K
$6.21M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
194+ 5.82% |
$41.7K - $51.3K
|
3.53K
$1.43M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
194+ 2.4% |
$41.7K - $51.3K
|
8.28K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
193+ 0.41% |
$41.5K - $51.1K
|
47.2K
$19.2M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
192New |
$41.3K - $50.8K
|
192
$78K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
191+ 2.17% |
$41.1K - $50.5K
|
9.01K
$3.66M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
190+ 11.1% |
$40.9K - $50.3K
|
1.9K
$773K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
188+ 9.27% |
$40.4K - $49.7K
|
2.22K
$901K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
188+ 4.86% |
$40.4K - $49.7K
|
4.06K
$1.65M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
180+ 50.99% |
$38.7K - $47.6K
|
533
$217K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
179+ 1.21% |
$38.5K - $47.4K
|
15K
$6.11M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
177+ 2.89% |
$38.1K - $46.8K
|
6.3K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
176+ 2.92% |
$37.8K - $46.6K
|
6.21K
$2.52M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
174+ 2175.0% |
$37.4K - $46K
|
182
$74K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
171+ 5.06% |
$36.8K - $45.2K
|
3.55K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
170+ 12.67% |
$36.6K - $45K
|
1.51K
$614K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
170+ 12.02% |
$36.6K - $45K
|
1.58K
$644K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
169+ 7.52% |
$36.3K - $44.7K
|
2.42K
$982K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
167+ 7.09% |
$35.9K - $44.2K
|
2.52K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
165+ 1.91% |
$35.5K - $43.6K
|
8.81K
$3.58M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
165+ 0.2% |
$35.5K - $43.6K
|
83.2K
$33.8M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
164+ 1.34% |
$35.3K - $43.4K
|
12.4K
$5.03M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
162+ 14.77% |
$34.8K - $42.9K
|
1.26K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
162+ 5.34% |
$34.8K - $42.9K
|
3.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
162+ 376.74% |
$34.8K - $42.9K
|
205
$83.3K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
162New |
$34.8K - $42.9K
|
162
$65.8K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
161+ 2.03% |
$34.6K - $42.6K
|
8.1K
$3.29M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
160+ 1.07% |
$34.4K - $42.3K
|
15.1K
$6.15M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160+ 2.61% |
$34.4K - $42.3K
|
6.29K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
160+ 0.05% |
$34.4K - $42.3K
|
342K
$139M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
160+ 1.55% |
$34.4K - $42.3K
|
10.5K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
160New |
$34.4K - $42.3K
|
160
$65K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
160New |
$34.4K - $42.3K
|
160
$65K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
159+ 31.8% |
$34.2K - $42.1K
|
659
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
157+ 4.07% |
$33.8K - $41.5K
|
4.02K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
156+ 0.51% |
$33.5K - $41.3K
|
30.8K
$12.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
153+ 24.06% |
$32.9K - $40.5K
|
789
$321K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
152+ 3.22% |
$32.7K - $40.2K
|
4.87K
$1.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
151+ 2.45% |
$32.5K - $39.9K
|
6.31K
$2.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
150+ 1.54% |
$32.3K - $39.7K
|
9.89K
$4.02M
|