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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-30- 12.05% |
$8.36K - $11K
|
219
$88.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-30- 3.92% |
$8.36K - $11K
|
735
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-30- 0.25% |
$8.36K - $11K
|
12.1K
$4.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-30- 0.98% |
$8.36K - $11K
|
3.04K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-30- 3.05% |
$8.36K - $11K
|
955
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.58% |
$8.36K - $11K
|
5.15K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-30- 2.71% |
$8.36K - $11K
|
1.08K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 2.1% |
$8.36K - $11K
|
1.4K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.48% |
$8.36K - $11K
|
6.19K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-30- 0.18% |
$8.36K - $11K
|
16.5K
$6.71M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-30- 0.37% |
$8.36K - $11K
|
8.03K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 1.73% |
$8.36K - $11K
|
1.7K
$691K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-31- 1.15% |
$8.64K - $11.4K
|
2.66K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-31- 1.61% |
$8.64K - $11.4K
|
1.9K
$770K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-31- 3.41% |
$8.64K - $11.4K
|
878
$356K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-31- 1.77% |
$8.64K - $11.4K
|
1.72K
$697K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-31- 4.05% |
$8.64K - $11.4K
|
734
$298K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-31- 0.17% |
$8.64K - $11.4K
|
18.2K
$7.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-32- 0.86% |
$8.92K - $11.7K
|
3.69K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-32- 1.68% |
$8.92K - $11.7K
|
1.88K
$761K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-32- 0.23% |
$8.92K - $11.7K
|
13.9K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-32- 1.05% |
$8.92K - $11.7K
|
3.01K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-33- 1.85% |
$9.19K - $12.1K
|
1.75K
$711K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-33- 0.37% |
$9.19K - $12.1K
|
8.79K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-33- 0.32% |
$9.19K - $12.1K
|
10.3K
$4.2M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-33- 2.33% |
$9.19K - $12.1K
|
1.39K
$562K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-33- 0.7% |
$9.19K - $12.1K
|
4.68K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-33- 2.75% |
$9.19K - $12.1K
|
1.17K
$473K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-34- 3.45% |
$9.47K - $12.5K
|
951
$386K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-34- 3.66% |
$9.47K - $12.5K
|
896
$364K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34- 4.36% |
$9.47K - $12.5K
|
746
$303K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-34- 1.55% |
$9.47K - $12.5K
|
2.16K
$876K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35- 0.14% |
$9.75K - $12.8K
|
25.4K
$10.3M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-36- 3.46% |
$10K - $13.2K
|
1K
$407K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-37- 0.91% |
$10.3K - $13.6K
|
4.01K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37- 50.0% |
$10.3K - $13.6K
|
37
$15K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-38- 0.58% |
$10.6K - $13.9K
|
6.48K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-39- 4.38% |
$10.9K - $14.3K
|
851
$345K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-39- 2.74% |
$10.9K - $14.3K
|
1.38K
$561K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-40- 4.05% |
$11.1K - $14.7K
|
948
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 5.07% |
$11.1K - $14.7K
|
749
$304K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-40- 6.36% |
$11.1K - $14.7K
|
589
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-40- 4.31% |
$11.1K - $14.7K
|
888
$360K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-40- 0.27% |
$11.1K - $14.7K
|
14.6K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-40- 0.05% |
$11.1K - $14.7K
|
88.5K
$35.9M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-40- 0.78% |
$11.1K - $14.7K
|
5.08K
$2.06M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-40- 2.85% |
$11.1K - $14.7K
|
1.36K
$553K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-40- 2.96% |
$11.1K - $14.7K
|
1.31K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-41- 1.4% |
$11.4K - $15K
|
2.89K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41- 2.76% |
$11.4K - $15K
|
1.44K
$585K
|