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 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-79- 10.06% |
$22K - $28.9K
|
706
$288K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-80- 0.5% |
$22.3K - $29.3K
|
16K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-82- 2.35% |
$22.8K - $30K
|
3.41K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-84- 0.39% |
$23.4K - $30.8K
|
21.6K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-84- 9.51% |
$23.4K - $30.8K
|
799
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-85- 1.55% |
$23.7K - $31.1K
|
5.42K
$2.21M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-86- 11.47% |
$24K - $31.5K
|
664
$271K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-86- 6.46% |
$24K - $31.5K
|
1.25K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-87- 3.05% |
$24.2K - $31.9K
|
2.77K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-87- 2.28% |
$24.2K - $31.9K
|
3.74K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-87- 4.12% |
$24.2K - $31.9K
|
2.02K
$825K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-88- 7.86% |
$24.5K - $32.2K
|
1.03K
$421K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-90- 10.17% |
$25.1K - $33K
|
795
$324K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-90- 2.65% |
$25.1K - $33K
|
3.3K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-91- 3.9% |
$25.4K - $33.3K
|
2.24K
$914K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-92- 6.61% |
$25.6K - $33.7K
|
1.3K
$530K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-93- 7.66% |
$25.9K - $34.1K
|
1.12K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94- 1.77% |
$26.2K - $34.4K
|
5.22K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-95- 8.93% |
$26.5K - $34.8K
|
969
$395K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-95- 2.24% |
$26.5K - $34.8K
|
4.15K
$1.69M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-96- 4.29% |
$26.7K - $35.2K
|
2.14K
$874K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-97- 0.09% |
$27K - $35.5K
|
105K
$42.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-98- 6.97% |
$27.3K - $35.9K
|
1.31K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-99- 2.53% |
$27.6K - $36.3K
|
3.82K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-99- 5.37% |
$27.6K - $36.3K
|
1.75K
$712K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-100- 14.18% |
$27.9K - $36.6K
|
605
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-100- 1.76% |
$27.9K - $36.6K
|
5.59K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-100- 0.97% |
$27.9K - $36.6K
|
10.2K
$4.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 5.53% |
$27.9K - $36.6K
|
1.71K
$697K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 14.58% |
$27.9K - $36.6K
|
586
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 5.82% |
$27.9K - $36.6K
|
1.62K
$659K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 4.46% |
$27.9K - $36.6K
|
2.14K
$872K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100- 0.39% |
$27.9K - $36.6K
|
25.7K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-100- 7.37% |
$27.9K - $36.6K
|
1.26K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 10.87% |
$27.9K - $36.6K
|
820
$334K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.68% |
$27.9K - $36.6K
|
14.6K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 2.76% |
$27.9K - $36.6K
|
3.53K
$1.44M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-100- 4.48% |
$27.9K - $36.6K
|
2.13K
$868K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-101- 4.04% |
$28.1K - $37K
|
2.4K
$978K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-102- 0.58% |
$28.4K - $37.4K
|
17.4K
$7.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102- 9.93% |
$28.4K - $37.4K
|
925
$377K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-103- 1.54% |
$28.7K - $37.7K
|
6.59K
$2.69M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-103- 3.38% |
$28.7K - $37.7K
|
2.94K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-105- 3.63% |
$29.3K - $38.5K
|
2.79K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-105- 2.37% |
$29.3K - $38.5K
|
4.33K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-106- 3.75% |
$29.5K - $38.8K
|
2.72K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-108- 13.0% |
$30.1K - $39.6K
|
723
$295K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-109- 3.37% |
$30.4K - $39.9K
|
3.12K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-110- 5.71% |
$30.6K - $40.3K
|
1.82K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-110- 2.16% |
$30.6K - $40.3K
|
4.98K
$2.03M
|