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 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.09% |
$860 - $1.06K
|
4.42K
$1.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.11% |
$645 - $794
|
2.86K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$645 - $794
|
1.64K
$667K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.12% |
$645 - $794
|
2.43K
$989K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 2.91% |
$645 - $794
|
106
$43.2K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 150.0% |
$645 - $794
|
5
$2.04K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3+ 0.14% |
$645 - $794
|
2.09K
$852K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.4% |
$645 - $794
|
762
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.08% |
$430 - $529
|
2.41K
$984K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.41% |
$430 - $529
|
486
$198K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.51% |
$430 - $529
|
396
$161K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.1% |
$430 - $529
|
1.98K
$808K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
2+ 0.02% |
$430 - $529
|
9.78K
$3.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.2% |
$430 - $529
|
1.02K
$414K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.44% |
$430 - $529
|
461
$188K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 1.25% |
$430 - $529
|
162
$66K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.03% |
$430 - $529
|
5.81K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.16% |
$430 - $529
|
1.27K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.17% |
$430 - $529
|
1.18K
$483K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.24% |
$430 - $529
|
849
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.08% |
$215 - $265
|
94
$38.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$215 - $265
|
1.47K
$597K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 2.94% |
$215 - $265
|
35
$14.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$215 - $265
|
1.78K
$726K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$215 - $265
|
1.76K
$716K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.09% |
$215 - $265
|
1.16K
$472K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.03% |
$215 - $265
|
3.23K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.02% |
$215 - $265
|
4.48K
$1.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$215 - $265
|
1.49K
$608K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.03% |
$215 - $265
|
3.8K
$1.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$215 - $265
|
976
$398K
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
1New |
$215 - $265
|
1
$408
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$215 - $265
|
3.23K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$215 - $265
|
2.4K
$978K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1+ 0.01% |
$215 - $265
|
12.6K
$5.16M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.06% |
$215 - $265
|
1.75K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.01% |
$215 - $265
|
13.1K
$5.34M
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$215 - $265
|
1.78K
$725K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.41% |
$215 - $265
|
247
$101K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$215 - $265
|
2.6K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$215 - $265
|
3.39K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.61% |
$215 - $265
|
166
$67.7K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.0% |
$215 - $265
|
26.5K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$215 - $265
|
2.98K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$215 - $265
|
1.34K
$548K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.03% |
$215 - $265
|
3.81K
$1.55M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$215 - $265
|
1.19K
$487K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.02% |
$215 - $265
|
5.18K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.05% |
$215 - $265
|
1.97K
$804K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.53% |
$215 - $265
|
186
$75.8K
|