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
Lombard Odier Asset Management (Usa) Corp

New York, NY
BUY
 -
2.38K
New
$512K - $630K
2.38K $968K
May 15, 2023 Q1 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
2.36K
+ 4.71%
$508K - $625K
52.5K $21.3M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.36K
+ 58.25%
$508K - $625K
6.41K $2.61M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.36K
+ 46.9%
$507K - $623K
7.38K $3M
Apr 21, 2023 Q1 2023
Eads & Heald Wealth Management

BUY
 -
2.34K
+ 129.78%
$503K - $619K
4.14K $1.68M
May 11, 2023 Q1 2023
Mckinley Capital Management LLC

BUY
 -
2.32K
+ 40.17%
$498K - $613K
8.09K $3.29M
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
BUY
 -
2.32K
+ 337.96%
$498K - $612K
3K $1.22M
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
2.28K
+ 16.12%
$489K - $602K
16.4K $6.66M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
2.25K
New
$484K - $596K
2.25K $916K
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
2.23K
+ 75.82%
$479K - $590K
5.17K $2.1M
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
2.16K
New
$465K - $572K
2.16K $879K
May 01, 2023 Q1 2023
Omni Star Financial Group, Inc.

BUY
 -
2.16K
+ 179.62%
$464K - $571K
3.36K $1.37M
May 10, 2023 Q1 2023
Qsemble Capital Management, LP

New York, NY
BUY
 -
2.15K
New
$462K - $569K
2.15K $874K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.15K
+ 37.78%
$462K - $568K
7.83K $3.18M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
2.13K
+ 19.36%
$458K - $563K
13.1K $5.33M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.11K
New
$453K - $557K
2.11K $856K
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
2.11K
+ 3.69%
$453K - $557K
59.2K $24.1M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
2.09K
+ 6.07%
$450K - $553K
36.6K $14.9M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
2.08K
+ 50.76%
$447K - $550K
6.18K $2.51M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
2.07K
+ 3.08%
$444K - $547K
69.1K $28.1M
May 10, 2023 Q1 2023
Boston Family Office LLC

Boston, MA
BUY
 -
2.05K
+ 191.23%
$441K - $542K
3.12K $1.27M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
2.05K
+ 3.35%
$441K - $542K
63.3K $25.7M
May 15, 2023 Q1 2023
Capital International, Inc.

Los Angeles, CA
BUY
 -
2.03K
+ 3.15%
$437K - $538K
66.5K $27M
Nov 07, 2024 Q1 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
2.01K
+ 257.51%
$431K - $531K
2.79K $1.13M
May 11, 2023 Q1 2023
Ifm Investors Pty LTD

BUY
 -
1.97K
+ 2.06%
$423K - $520K
97.4K $39.6M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.97K
+ 18.84%
$423K - $520K
12.4K $5.04M
May 11, 2023 Q1 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
1.96K
+ 6.12%
$421K - $518K
34K $13.8M
May 08, 2023 Q1 2023
Braun Stacey Associates Inc

BUY
 -
1.95K
+ 86.67%
$419K - $516K
4.2K $1.71M
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
1.95K
New
$418K - $515K
1.95K $790K
Apr 20, 2023 Q1 2023
Mc Guire Investment Group, LLC

BUY
 -
1.95K
+ 17.58%
$418K - $515K
13K $5.29M
May 08, 2023 Q1 2023
Donoghue Forlines LLC

BUY
 -
1.94K
New
$418K - $514K
1.94K $790K
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
1.93K
New
$414K - $510K
1.93K $783K
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
1.92K
+ 200.1%
$412K - $507K
2.88K $1.17M
Apr 14, 2023 Q1 2023
Jgp Wealth Management, LLC

BUY
 -
1.92K
+ 150.87%
$412K - $507K
3.19K $1.29M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.85K
+ 4.09%
$398K - $490K
47.1K $19.1M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
1.84K
New
$395K - $486K
1.84K $747K
May 15, 2023 Q1 2023
Lmr Partners LLP

London, X0
BUY
 -
1.78K
New
$382K - $470K
1.78K $723K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.76K
+ 9.64%
$379K - $466K
20K $8.14M
Apr 28, 2023 Q1 2023
Sturgeon Ventures LLP

BUY
 -
1.74K
+ 14.23%
$374K - $460K
14K $5.67M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.73K
+ 100.12%
$372K - $457K
3.46K $1.4M
May 15, 2023 Q1 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
1.68K
New
$361K - $444K
1.68K $683K
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
1.67K
+ 156.46%
$359K - $442K
2.74K $1.11M
May 04, 2023 Q1 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
1.67K
+ 7.63%
$358K - $440K
23.5K $9.54M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
1.65K
+ 21.67%
$354K - $436K
9.25K $3.76M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.63K
+ 106.77%
$349K - $430K
3.15K $1.28M
May 11, 2023 Q1 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
1.62K
+ 4.5%
$348K - $428K
37.6K $15.3M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.61K
+ 0.63%
$345K - $425K
255K $104M
May 25, 2023 Q1 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
1.61K
New
$345K - $425K
1.61K $652K
Apr 26, 2023 Q1 2023
Slow Capital, Inc.

BUY
 -
1.59K
+ 15.59%
$342K - $421K
11.8K $4.79M

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