Purchases and Sales Made in Q1 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2024. 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, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
665+ 16.12% |
$185K - $244K
|
4.79K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
663New |
$185K - $243K
|
663
$269K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
663New |
$185K - $243K
|
663
$269K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
662New |
$184K - $243K
|
662
$269K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
660New |
$184K - $242K
|
660
$268K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
660+ 4.99% |
$184K - $242K
|
13.9K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
659New |
$184K - $241K
|
659
$268K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
658+ 3.61% |
$183K - $241K
|
18.9K
$7.68M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
657New |
$183K - $241K
|
657
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
655New |
$183K - $240K
|
655
$266K
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
655New |
$183K - $240K
|
655
$266K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
654New |
$182K - $240K
|
654
$266K
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
654+ 11.47% |
$182K - $240K
|
6.36K
$2.58M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
653New |
$182K - $239K
|
653
$265K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
651New |
$181K - $239K
|
651
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
650New |
$181K - $238K
|
650
$264K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
650New |
$181K - $238K
|
650
$264K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
650New |
$181K - $238K
|
650
$264K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
650New |
$181K - $238K
|
650
$264K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650New |
$181K - $238K
|
650
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
648New |
$181K - $237K
|
648
$263K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
648New |
$181K - $237K
|
648
$263K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
646+ 255.34% |
$180K - $237K
|
899
$365K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
645New |
$180K - $236K
|
645
$262K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
642New |
$179K - $235K
|
642
$261K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
641New |
$179K - $235K
|
641
$261K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
640+ 10.97% |
$178K - $235K
|
6.47K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
639New |
$178K - $234K
|
639
$260K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
638+ 2.69% |
$178K - $234K
|
24.3K
$9.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
637New |
$177K - $233K
|
637
$259K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
637New |
$177K - $233K
|
637
$259K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
637New |
$177K - $233K
|
637
$259K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
636+ 38.59% |
$177K - $233K
|
2.28K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
636New |
$177K - $233K
|
636
$258K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
635New |
$177K - $233K
|
635
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
633New |
$176K - $232K
|
633
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
630New |
$176K - $231K
|
630
$256K
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
630New |
$176K - $231K
|
630
$256K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
630New |
$176K - $231K
|
630
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
629New |
$175K - $230K
|
629
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
628New |
$175K - $230K
|
628
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
627+ 78.38% |
$175K - $230K
|
1.43K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
627+ 12.82% |
$175K - $230K
|
5.52K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
625New |
$174K - $229K
|
625
$254K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
625New |
$174K - $229K
|
625
$254K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
625+ 70.94% |
$174K - $229K
|
1.51K
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
624New |
$174K - $229K
|
624
$254K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
622+ 5.03% |
$173K - $228K
|
13K
$5.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
620New |
$173K - $227K
|
620
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
618New |
$172K - $226K
|
618
$251K
|