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 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41- 0.65% |
$11.4K - $15K
|
6.3K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-42- 2.86% |
$11.7K - $15.4K
|
1.43K
$579K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-42- 8.54% |
$11.7K - $15.4K
|
450
$183K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-42- 1.62% |
$11.7K - $15.4K
|
2.56K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-42- 2.0% |
$11.7K - $15.4K
|
2.06K
$837K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-43- 1.4% |
$12K - $15.8K
|
3.04K
$1.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-43- 1.14% |
$12K - $15.8K
|
3.72K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-43- 4.01% |
$12K - $15.8K
|
1.03K
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-43- 27.92% |
$12K - $15.8K
|
111
$45K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-43- 4.58% |
$12K - $15.8K
|
896
$364K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-43- 3.69% |
$12K - $15.8K
|
1.12K
$455K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-44- 6.32% |
$12.3K - $16.1K
|
652
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-44- 1.65% |
$12.3K - $16.1K
|
2.62K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-44- 15.33% |
$12.3K - $16.1K
|
243
$98.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-45- 0.3% |
$12.5K - $16.5K
|
14.9K
$6.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-46- 1.93% |
$12.8K - $16.9K
|
2.34K
$948K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-46- 1.31% |
$12.8K - $16.9K
|
3.46K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-47- 1.29% |
$13.1K - $17.2K
|
3.58K
$1.45M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-47- 1.77% |
$13.1K - $17.2K
|
2.6K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-48- 2.0% |
$13.4K - $17.6K
|
2.35K
$955K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-48- 1.79% |
$13.4K - $17.6K
|
2.63K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-48- 4.17% |
$13.4K - $17.6K
|
1.1K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-48- 0.94% |
$13.4K - $17.6K
|
5.07K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 2.54% |
$13.4K - $17.6K
|
1.85K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-48- 0.62% |
$13.4K - $17.6K
|
7.69K
$3.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 13.76% |
$13.7K - $18K
|
307
$125K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 2.35% |
$13.7K - $18K
|
2.03K
$825K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-49- 1.63% |
$13.7K - $18K
|
2.95K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-49- 15.03% |
$13.7K - $18K
|
277
$112K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-49- 5.0% |
$13.7K - $18K
|
931
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-50- 3.57% |
$13.9K - $18.3K
|
1.35K
$548K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 4.55% |
$13.9K - $18.3K
|
1.05K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.28% |
$13.9K - $18.3K
|
18K
$7.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-50- 5.04% |
$13.9K - $18.3K
|
942
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 66.67% |
$13.9K - $18.3K
|
25
$10.1K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-50- 3.34% |
$13.9K - $18.3K
|
1.45K
$587K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-50- 0.24% |
$13.9K - $18.3K
|
21.1K
$8.56M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 6.06% |
$13.9K - $18.3K
|
775
$314K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 2.68% |
$13.9K - $18.3K
|
1.81K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.32% |
$13.9K - $18.3K
|
2.11K
$854K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 2.88% |
$13.9K - $18.3K
|
1.69K
$685K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-50- 1.91% |
$13.9K - $18.3K
|
2.57K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-51- 0.94% |
$14.2K - $18.7K
|
5.4K
$2.19M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-51- 1.9% |
$14.2K - $18.7K
|
2.64K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-51- 1.76% |
$14.2K - $18.7K
|
2.84K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-52- 3.15% |
$14.5K - $19.1K
|
1.6K
$650K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-53- 12.83% |
$14.8K - $19.4K
|
360
$146K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-53- 6.79% |
$14.8K - $19.4K
|
727
$295K
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-53- 0.13% |
$14.8K - $19.4K
|
42.3K
$17.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-54- 3.37% |
$15K - $19.8K
|
1.55K
$629K
|