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 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 3.79% |
$21.5K - $26.5K
|
2.74K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
100+ 2.51% |
$21.5K - $26.5K
|
4.08K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 1.64% |
$21.5K - $26.5K
|
6.21K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
100+ 6.07% |
$21.5K - $26.5K
|
1.75K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100+ 19.49% |
$21.5K - $26.5K
|
613
$250K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 5.54% |
$21.5K - $26.5K
|
1.9K
$776K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
98+ 0.35% |
$21.1K - $25.9K
|
28K
$11.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
97+ 51.05% |
$20.9K - $25.7K
|
287
$117K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
97+ 0.39% |
$20.9K - $25.7K
|
25.3K
$10.3M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
96+ 1.31% |
$20.6K - $25.4K
|
7.44K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
96+ 5.56% |
$20.6K - $25.4K
|
1.82K
$743K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
95+ 678.57% |
$20.4K - $25.1K
|
109
$44.4K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
95+ 730.77% |
$20.4K - $25.1K
|
108
$44K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
94+ 8.41% |
$20.2K - $24.9K
|
1.21K
$494K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
93New |
$20K - $24.6K
|
93
$37.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
91+ 0.79% |
$19.6K - $24.1K
|
11.7K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
91+ 4.39% |
$19.6K - $24.1K
|
2.17K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
91+ 1.38% |
$19.6K - $24.1K
|
6.68K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
90+ 2.25% |
$19.4K - $23.8K
|
4.09K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
90+ 0.19% |
$19.4K - $23.8K
|
47K
$19.2M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
87+ 5.11% |
$18.7K - $23K
|
1.79K
$729K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
86+ 1.38% |
$18.5K - $22.8K
|
6.31K
$2.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
85+ 0.97% |
$18.3K - $22.5K
|
8.81K
$3.59M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
85+ 44.74% |
$18.3K - $22.5K
|
275
$112K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
85+ 3.39% |
$18.3K - $22.5K
|
2.6K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84+ 1.97% |
$18.1K - $22.2K
|
4.34K
$1.77M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
83+ 0.48% |
$17.8K - $22K
|
17.3K
$7.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
82+ 3.32% |
$17.6K - $21.7K
|
2.55K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
81+ 3.01% |
$17.4K - $21.4K
|
2.77K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
79+ 6.03% |
$17K - $20.9K
|
1.39K
$566K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
79+ 272.41% |
$17K - $20.9K
|
108
$44K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
78+ 0.1% |
$16.8K - $20.6K
|
76.1K
$31M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
78+ 1.39% |
$16.8K - $20.6K
|
5.68K
$2.31M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
78+ 1.61% |
$16.8K - $20.6K
|
4.94K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
77+ 1.7% |
$16.6K - $20.4K
|
4.62K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
77+ 0.74% |
$16.6K - $20.4K
|
10.5K
$4.27M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
76+ 5.71% |
$16.3K - $20.1K
|
1.41K
$573K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
75+ 12.5% |
$16.1K - $19.8K
|
675
$275K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
75+ 0.68% |
$16.1K - $19.8K
|
11.1K
$4.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
75+ 8.57% |
$16.1K - $19.8K
|
950
$387K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
75+ 5.23% |
$16.1K - $19.8K
|
1.51K
$615K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
75+ 0.41% |
$16.1K - $19.8K
|
18.3K
$7.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
73+ 5.05% |
$15.7K - $19.3K
|
1.52K
$619K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
73+ 5.23% |
$15.7K - $19.3K
|
1.47K
$599K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
73+ 0.26% |
$15.7K - $19.3K
|
27.6K
$11.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
72+ 4.67% |
$15.5K - $19K
|
1.61K
$658K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
72+ 0.34% |
$15.5K - $19K
|
21.1K
$8.6M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
71+ 6.99% |
$15.3K - $18.8K
|
1.09K
$443K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
70+ 2.7% |
$15.1K - $18.5K
|
2.66K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
70+ 7.0% |
$15.1K - $18.5K
|
1.07K
$436K
|