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 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
12.6K+ 98.72% |
$3.51M - $4.61M
|
25.3K
$9.41M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
12.3K+ 7.54% |
$3.43M - $4.51M
|
176K
$65.2M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12K+ 298.09% |
$3.34M - $4.39M
|
16K
$5.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.7K+ 99.8% |
$3.27M - $4.3M
|
23.5K
$8.73M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
11.4K+ 16.3% |
$3.16M - $4.16M
|
81K
$30.1M
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
11.2KNew |
$3.13M - $4.12M
|
11.2K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.7K+ 380.04% |
$2.97M - $3.91M
|
13.5K
$5M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$2.95M - $3.88M
|
10.6K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$2.93M - $3.85M
|
10.5K
$3.9M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4K+ 89.75% |
$2.9M - $3.82M
|
22K
$8.18M
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10.2K+ 0.27% |
$2.85M - $3.75M
|
3.79M
$1.41B
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.2K+ 11.45% |
$2.85M - $3.75M
|
99.5K
$37M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.2K+ 3.95% |
$2.85M - $3.74M
|
269K
$99.9M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
10.1K+ 31.32% |
$2.8M - $3.69M
|
42.2K
$15.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.1K+ 62.66% |
$2.8M - $3.69M
|
26.1K
$9.7M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.9K+ 85.46% |
$2.76M - $3.63M
|
21.5K
$7.98M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.89K+ 22.8% |
$2.76M - $3.62M
|
53.3K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
9.87K+ 14.1% |
$2.75M - $3.62M
|
79.8K
$29.7M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.78K+ 252.36% |
$2.72M - $3.58M
|
13.7K
$5.07M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
9.48K+ 37.23% |
$2.64M - $3.47M
|
34.9K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
9.47KNew |
$2.64M - $3.47M
|
9.47K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
9.4KNew |
$2.62M - $3.44M
|
9.4K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.01K+ 492.62% |
$2.51M - $3.3M
|
10.8K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.95K+ 35.83% |
$2.49M - $3.28M
|
33.9K
$12.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.78KNew |
$2.45M - $3.22M
|
8.78K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.69K+ 318.24% |
$2.42M - $3.18M
|
11.4K
$4.24M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.55K+ 9.39% |
$2.38M - $3.13M
|
99.6K
$37M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.24KNew |
$2.3M - $3.02M
|
8.24K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
7.99KNew |
$2.23M - $2.93M
|
7.99K
$2.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.96K+ 397900.0% |
$2.22M - $2.92M
|
7.96K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.65K+ 10.11% |
$2.13M - $2.8M
|
83.3K
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
7.49KNew |
$2.09M - $2.74M
|
7.49K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.45KNew |
$2.07M - $2.73M
|
7.45K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.38K+ 469.29% |
$2.06M - $2.7M
|
8.96K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.27K+ 13.59% |
$2.03M - $2.67M
|
60.8K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.01KNew |
$1.95M - $2.57M
|
7.01K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$1.91M - $2.51M
|
6.84K
$2.54M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.8K+ 46.19% |
$1.89M - $2.49M
|
21.5K
$7.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.78KNew |
$1.89M - $2.48M
|
6.78K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.68K+ 2.44% |
$1.86M - $2.45M
|
281K
$104M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.67K+ 117.48% |
$1.86M - $2.44M
|
12.3K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.64K+ 641.93% |
$1.85M - $2.43M
|
7.68K
$2.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.37K+ 13.2% |
$1.78M - $2.34M
|
54.7K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
6.37KNew |
$1.77M - $2.33M
|
6.37K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
6.21K+ 4.45% |
$1.73M - $2.27M
|
146K
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
6.2KNew |
$1.73M - $2.27M
|
6.2K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6.19KNew |
$1.72M - $2.27M
|
6.19K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.01K+ 2.23% |
$1.67M - $2.2M
|
276K
$102M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.82KNew |
$1.62M - $2.13M
|
5.82K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.74K+ 141.62% |
$1.6M - $2.1M
|
9.8K
$3.64M
|