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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 8.08% |
$7.2K - $8.67K
|
468
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
34+ 3.6% |
$7K - $8.42K
|
979
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
33+ 0.64% |
$6.79K - $8.17K
|
5.21K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
33+ 1.85% |
$6.79K - $8.17K
|
1.82K
$741K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
32+ 1.0% |
$6.58K - $7.93K
|
3.23K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 1.32% |
$6.58K - $7.93K
|
2.46K
$1M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
31+ 1.93% |
$6.38K - $7.68K
|
1.64K
$667K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
31+ 8.76% |
$6.38K - $7.68K
|
385
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
31+ 1.38% |
$6.38K - $7.68K
|
2.28K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
30New |
$6.17K - $7.43K
|
30
$12.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
29+ 1.43% |
$5.97K - $7.18K
|
2.06K
$839K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
28+ 0.27% |
$5.76K - $6.93K
|
10.5K
$4.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28+ 0.04% |
$5.76K - $6.93K
|
64.2K
$26.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 2.27% |
$5.76K - $6.93K
|
1.26K
$514K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
27+ 0.12% |
$5.56K - $6.69K
|
22.2K
$9.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27+ 0.37% |
$5.56K - $6.69K
|
7.38K
$3.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
27+ 2.76% |
$5.56K - $6.69K
|
1.01K
$410K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
27+ 1.13% |
$5.56K - $6.69K
|
2.43K
$989K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
26+ 2.24% |
$5.35K - $6.44K
|
1.19K
$483K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
26+ 0.63% |
$5.35K - $6.44K
|
4.14K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
26+ 1.72% |
$5.35K - $6.44K
|
1.54K
$627K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 1.45% |
$5.14K - $6.19K
|
1.75K
$715K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$5.14K - $6.19K
|
25
$10.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
24+ 2.21% |
$4.94K - $5.94K
|
1.11K
$453K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
24+ 0.25% |
$4.94K - $5.94K
|
9.78K
$3.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
24+ 1.44% |
$4.94K - $5.94K
|
1.69K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 5.43% |
$4.94K - $5.94K
|
466
$190K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 16.67% |
$4.94K - $5.94K
|
168
$68.5K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
23+ 1.09% |
$4.73K - $5.7K
|
2.14K
$873K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
23+ 1.99% |
$4.73K - $5.7K
|
1.18K
$480K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
23+ 0.79% |
$4.73K - $5.7K
|
2.93K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
23+ 0.18% |
$4.73K - $5.7K
|
12.7K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 2.35% |
$4.73K - $5.7K
|
1K
$408K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
22+ 0.02% |
$4.53K - $5.45K
|
97.1K
$39.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 8.5% |
$4.32K - $5.2K
|
268
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
21+ 1.34% |
$4.32K - $5.2K
|
1.58K
$645K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
21+ 0.69% |
$4.32K - $5.2K
|
3.08K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
21+ 0.21% |
$4.32K - $5.2K
|
9.93K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
21+ 0.19% |
$4.32K - $5.2K
|
11.2K
$4.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20+ 1.49% |
$4.12K - $4.95K
|
1.36K
$556K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.23% |
$4.12K - $4.95K
|
8.9K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20+ 6.45% |
$4.12K - $4.95K
|
330
$135K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
20+ 11.11% |
$4.12K - $4.95K
|
200
$81.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
19+ 0.41% |
$3.91K - $4.71K
|
4.68K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
19+ 0.6% |
$3.91K - $4.71K
|
3.2K
$1.3M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
19+ 1.52% |
$3.91K - $4.71K
|
1.27K
$517K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18+ 1.03% |
$3.7K - $4.46K
|
1.77K
$723K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 19.57% |
$3.7K - $4.46K
|
110
$44.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.78% |
$3.7K - $4.46K
|
2.32K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
18+ 0.65% |
$3.7K - $4.46K
|
2.77K
$1.13M
|