Purchases and Sales Made in Q2 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
543+ 1.18% |
$112K - $134K
|
46.5K
$18.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
543+ 5.49% |
$112K - $134K
|
10.4K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
540+ 21.26% |
$111K - $134K
|
3.08K
$1.25M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
532+ 5.53% |
$109K - $132K
|
10.1K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
530+ 33.02% |
$109K - $131K
|
2.14K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
526+ 3.2% |
$108K - $130K
|
16.9K
$6.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
525+ 51.88% |
$108K - $130K
|
1.54K
$625K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
523+ 3.84% |
$108K - $130K
|
14.1K
$5.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
520+ 74.29% |
$107K - $129K
|
1.22K
$496K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
517+ 9.6% |
$106K - $128K
|
5.9K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
511+ 4.12% |
$105K - $127K
|
12.9K
$5.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
505+ 0.44% |
$104K - $125K
|
114K
$46.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
500+ 26.88% |
$103K - $124K
|
2.36K
$959K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 11.31% |
$103K - $124K
|
4.92K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
500+ 4.04% |
$103K - $124K
|
12.9K
$5.23M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
497+ 11.01% |
$102K - $123K
|
5.01K
$2.04M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
490+ 7.76% |
$101K - $121K
|
6.8K
$2.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
487+ 4.67% |
$100K - $121K
|
10.9K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
480+ 0.66% |
$98.8K - $119K
|
72.7K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
479+ 2.38% |
$98.6K - $119K
|
20.6K
$8.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
477+ 244.62% |
$98.1K - $118K
|
672
$273K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
477+ 23.02% |
$98.1K - $118K
|
2.55K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
474+ 3.04% |
$97.5K - $117K
|
16K
$6.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
473+ 28.75% |
$97.3K - $117K
|
2.12K
$861K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
469+ 19.32% |
$96.5K - $116K
|
2.9K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
465New |
$95.7K - $115K
|
465
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
463+ 2.77% |
$95.3K - $115K
|
17.2K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
463+ 39.64% |
$95.3K - $115K
|
1.63K
$663K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
460+ 1.26% |
$94.6K - $114K
|
37K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
458+ 5.21% |
$94.2K - $113K
|
9.24K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
454+ 4.88% |
$93.4K - $112K
|
9.75K
$3.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
453+ 3.31% |
$93.2K - $112K
|
14.2K
$5.75M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
452+ 11.38% |
$93K - $112K
|
4.42K
$1.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
451+ 9.61% |
$92.8K - $112K
|
5.14K
$2.09M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444+ 9.37% |
$91.4K - $110K
|
5.18K
$2.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
444+ 4.03% |
$91.4K - $110K
|
11.5K
$4.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
443+ 6.97% |
$91.1K - $110K
|
6.8K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
437+ 1.67% |
$89.9K - $108K
|
26.5K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
436+ 12.31% |
$89.7K - $108K
|
3.98K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
432+ 26.45% |
$88.9K - $107K
|
2.07K
$839K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
432+ 9.15% |
$88.9K - $107K
|
5.15K
$2.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
431New |
$88.7K - $107K
|
431
$175K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
430+ 14.04% |
$88.5K - $106K
|
3.49K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
426+ 14.5% |
$87.6K - $106K
|
3.36K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
425+ 4.6% |
$87.4K - $105K
|
9.67K
$3.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
423+ 0.9% |
$87K - $105K
|
47.5K
$19.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
422+ 0.37% |
$86.8K - $105K
|
115K
$46.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
421+ 0.98% |
$86.6K - $104K
|
43.4K
$17.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
421+ 4.44% |
$86.6K - $104K
|
9.9K
$4.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
420+ 3.66% |
$86.4K - $104K
|
11.9K
$4.83M
|