Purchases and Sales Made in Q1 2023 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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
Toroso Investments, LLC

Massapequa, NY
BUY
 -
11.5K
+ 159.26%
$2.48M - $3.05M
18.8K $6.96M
May 15, 2023 Q1 2023
Vestcor Inc

Fredericton, A3
BUY
 -
11.3K
+ 63.23%
$2.43M - $2.99M
29.2K $10.8M
May 15, 2023 Q1 2023
Twinbeech Capital LP

Purchase, NY
BUY
 -
11.2K
New
$2.41M - $2.97M
11.2K $4.17M
May 15, 2023 Q1 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
11.2K
+ 392.28%
$2.41M - $2.97M
14.1K $5.23M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
11.1K
+ 31.61%
$2.39M - $2.94M
46.3K $17.2M
May 11, 2023 Q1 2023
Vinva Investment Management LTD

Sydney, C3
BUY
 -
10.9K
New
$2.35M - $2.89M
10.9K $4.06M
May 12, 2023 Q1 2023
Credit Agricole S A

BUY
 -
10.9K
+ 388.02%
$2.34M - $2.88M
13.7K $5.08M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
10.9K
+ 19.97%
$2.34M - $2.88M
65.3K $24.3M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
10.7K
+ 3.29%
$2.29M - $2.82M
335K $124M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
10.5K
New
$2.26M - $2.78M
10.5K $3.9M
Apr 21, 2023 Q1 2023
Australian Super Pty LTD

BUY
 -
10.3K
New
$2.22M - $2.73M
10.3K $3.83M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.3K
+ 7.5%
$2.21M - $2.72M
147K $54.7M
May 15, 2023 Q1 2023
Symmetry Investments LP

BUY
 -
10K
New
$2.16M - $2.65M
10K $3.73M
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
10K
+ 548.55%
$2.15M - $2.65M
11.8K $4.4M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
9.92K
+ 21.53%
$2.13M - $2.62M
56K $20.8M
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
9.91K
New
$2.13M - $2.62M
9.91K $3.68M
May 12, 2023 Q1 2023
Ethic Inc.

New York, NY
BUY
 -
9.81K
+ 34.69%
$2.11M - $2.59M
38.1K $14.1M
May 09, 2023 Q1 2023
Russell Investments Group, Ltd.

BUY
 -
9.66K
+ 4.42%
$2.08M - $2.56M
228K $84.7M
Apr 26, 2023 Q1 2023
Westwood Management Corp

BUY
 -
9.3K
New
$2M - $2.46M
9.3K $3.45M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
9.24K
New
$1.99M - $2.44M
9.24K $3.43M
May 09, 2023 Q1 2023
Ing Groep Nv

BUY
 -
9.24K
+ 6.79%
$1.99M - $2.44M
145K $53.9M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
9.14K
+ 0.33%
$1.97M - $2.42M
2.76M $1.03B
May 15, 2023 Q1 2023
Investment Management Corp Of Ontario

Toronto, Z4
BUY
 -
9.08K
+ 52.58%
$1.95M - $2.4M
26.3K $9.78M
Apr 26, 2023 Q1 2023
Mn Services Vermogensbeheer B.V.

BUY
 -
9K
+ 3.48%
$1.94M - $2.38M
268K $99.5M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
8.88K
New
$1.91M - $2.35M
8.88K $3.3M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
8.67K
+ 18.67%
$1.86M - $2.29M
55.1K $20.5M
May 12, 2023 Q1 2023
Seven Eight Capital, LP

BUY
 -
8.58K
New
$1.85M - $2.27M
8.58K $3.19M
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
8.32K
+ 1050.0%
$1.79M - $2.2M
9.11K $3.38M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
8.2K
+ 293.38%
$1.76M - $2.17M
11K $4.08M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
8.05K
+ 22.71%
$1.73M - $2.13M
43.5K $16.1M
Apr 06, 2023 Q1 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
8.04K
New
$1.73M - $2.13M
8.04K $2.99M
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
7.87K
+ 38.42%
$1.69M - $2.08M
28.4K $10.5M
May 12, 2023 Q1 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
7.85K
+ 5.44%
$1.69M - $2.08M
152K $56.5M
May 15, 2023 Q1 2023
Nippon Life Global Investors Americas, Inc.

BUY
 -
7.82K
New
$1.68M - $2.07M
7.82K $2.9M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.68K
+ 9.49%
$1.65M - $2.03M
88.7K $32.9M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
7.59K
New
$1.63M - $2.01M
7.59K $2.82M
May 12, 2023 Q1 2023
Natixis

Paris, I0
BUY
 -
7.09K
New
$1.52M - $1.88M
7.09K $2.63M
May 15, 2023 Q1 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
7.08K
New
$1.52M - $1.87M
7.08K $2.63M
Feb 14, 2024 Q1 2023
Kbc Group Nv

BUY
 -
7.06K
+ 6.59%
$1.52M - $1.87M
114K $42.4M
May 15, 2023 Q1 2023
Worldquant Millennium Advisors LLC

New York, NY
BUY
 -
6.99K
+ 57.0%
$1.5M - $1.85M
19.3K $7.15M
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
6.88K
+ 2.35%
$1.48M - $1.82M
300K $111M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.86K
+ 28.29%
$1.47M - $1.81M
31.1K $11.6M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
6.8K
+ 28.92%
$1.46M - $1.8M
30.3K $11.3M
May 11, 2023 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
6.75K
+ 2.85%
$1.45M - $1.78M
243K $90.4M
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
6.75K
+ 2.85%
$1.45M - $1.78M
243K $90.4M
May 08, 2023 Q1 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
6.72K
New
$1.45M - $1.78M
6.72K $2.5M
May 03, 2023 Q1 2023
Beck Bode, LLC

BUY
 -
6.66K
+ 195.62%
$1.43M - $1.76M
10.1K $3.74M
Feb 22, 2024 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
6.61K
New
$1.42M - $1.75M
6.61K $2.46M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
6.56K
New
$1.41M - $1.73M
6.56K $2.44M

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