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 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
471+ 8.18% |
$131K - $173K
|
6.23K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
470+ 7.22% |
$131K - $172K
|
6.98K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
466+ 67.15% |
$130K - $171K
|
1.16K
$471K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
461+ 40.12% |
$128K - $169K
|
1.61K
$654K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
461+ 2.64% |
$128K - $169K
|
17.9K
$7.29M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
461+ 25.4% |
$128K - $169K
|
2.28K
$925K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
457+ 16.01% |
$127K - $167K
|
3.31K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
456+ 45.6% |
$127K - $167K
|
1.46K
$592K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
455+ 2.12% |
$127K - $167K
|
21.9K
$8.91M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
455+ 22.07% |
$127K - $167K
|
2.52K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
450+ 6.86% |
$125K - $165K
|
7.01K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
450+ 45000.0% |
$125K - $165K
|
451
$183K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
447+ 47.0% |
$125K - $164K
|
1.4K
$568K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
445+ 7.53% |
$124K - $163K
|
6.36K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
433New |
$121K - $159K
|
433
$176K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
420+ 35.41% |
$117K - $154K
|
1.61K
$653K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
419+ 6.68% |
$117K - $154K
|
6.69K
$2.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
409+ 9.48% |
$114K - $150K
|
4.72K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
405+ 5.63% |
$113K - $148K
|
7.61K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
404+ 3.09% |
$113K - $148K
|
13.5K
$5.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
401+ 145.82% |
$112K - $147K
|
676
$275K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
401+ 9.77% |
$112K - $147K
|
4.51K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
400+ 22.6% |
$111K - $147K
|
2.17K
$882K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
396+ 7.55% |
$110K - $145K
|
5.64K
$2.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
395+ 4.04% |
$110K - $145K
|
10.2K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
394+ 1.01% |
$110K - $144K
|
39.3K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
387+ 15.89% |
$108K - $142K
|
2.82K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
386+ 56.02% |
$108K - $141K
|
1.08K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
380+ 5.03% |
$106K - $139K
|
7.94K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
376+ 0.18% |
$105K - $138K
|
214K
$87.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
372+ 13.45% |
$104K - $136K
|
3.14K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
370+ 21.54% |
$103K - $136K
|
2.09K
$849K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
367+ 1.95% |
$102K - $134K
|
19.2K
$7.82M
|
|
|
May 09, 2024
Q1 2024
|
Nkcfo LLC
|
BUY
|
- |
365New |
$102K - $134K
|
365
$148K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
364+ 6.63% |
$101K - $133K
|
5.85K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
360+ 2.36% |
$100K - $132K
|
15.6K
$6.35M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
359+ 4.19% |
$100K - $132K
|
8.93K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
357+ 3.95% |
$99.5K - $131K
|
9.4K
$3.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
356+ 44.78% |
$99.2K - $130K
|
1.15K
$468K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
354+ 32.96% |
$98.6K - $130K
|
1.43K
$580K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
354New |
$98.6K - $130K
|
354
$144K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
352+ 0.38% |
$98.1K - $129K
|
92.9K
$37.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
344+ 28.91% |
$95.8K - $126K
|
1.53K
$623K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
341+ 16.47% |
$95K - $125K
|
2.41K
$980K
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
BUY
|
- |
335+ 3.06% |
$93.3K - $123K
|
11.3K
$4.58M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
334+ 79.9% |
$93.1K - $122K
|
752
$306K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
334+ 7.71% |
$93.1K - $122K
|
4.67K
$1.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
331+ 5.13% |
$92.2K - $121K
|
6.78K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
331+ 0.38% |
$92.2K - $121K
|
87K
$35.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
330+ 16.68% |
$91.9K - $121K
|
2.31K
$938K
|