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 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-13- 0.83% |
$2.67K - $3.22K
|
1.55K
$632K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.57% |
$2.88K - $3.47K
|
2.44K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-14- 1.17% |
$2.88K - $3.47K
|
1.19K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-15- 0.88% |
$3.09K - $3.72K
|
1.7K
$692K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 2.65% |
$3.09K - $3.72K
|
551
$225K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 51.72% |
$3.09K - $3.72K
|
14
$5.71K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-15- 0.5% |
$3.09K - $3.72K
|
2.96K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-15- 0.59% |
$3.09K - $3.72K
|
2.54K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-15- 1.09% |
$3.09K - $3.72K
|
1.37K
$557K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-16- 0.4% |
$3.29K - $3.96K
|
4.01K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-16- 80.0% |
$3.29K - $3.96K
|
4
$1.63K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16- 1.65% |
$3.29K - $3.96K
|
953
$388K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 66.67% |
$3.29K - $3.96K
|
8
$3.26K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-17- 0.42% |
$3.5K - $4.21K
|
4.04K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.43% |
$3.5K - $4.21K
|
1.17K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-17- 0.09% |
$3.5K - $4.21K
|
18.5K
$7.54M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-17- 0.8% |
$3.5K - $4.21K
|
2.11K
$859K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 0.43% |
$3.7K - $4.46K
|
4.21K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-18- 0.38% |
$3.7K - $4.46K
|
4.69K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-18- 1.95% |
$3.7K - $4.46K
|
903
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-18- 0.75% |
$3.7K - $4.46K
|
2.37K
$966K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18- 0.59% |
$3.7K - $4.46K
|
3.02K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.38% |
$3.7K - $4.46K
|
4.69K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18- 1.35% |
$3.7K - $4.46K
|
1.32K
$537K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.3% |
$3.7K - $4.46K
|
6.03K
$2.46M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.38% |
$3.7K - $4.46K
|
4.69K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-19- 2.04% |
$3.91K - $4.71K
|
911
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 0.87% |
$3.91K - $4.71K
|
2.16K
$880K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19- 27.54% |
$3.91K - $4.71K
|
50
$20.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-19- 4.23% |
$3.91K - $4.71K
|
430
$175K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-20- 0.16% |
$4.12K - $4.95K
|
12.3K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-20- 0.79% |
$4.12K - $4.95K
|
2.51K
$1.02M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-20- 0.45% |
$4.12K - $4.95K
|
4.4K
$1.79M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-20- 0.06% |
$4.12K - $4.95K
|
31.6K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-21- 0.67% |
$4.32K - $5.2K
|
3.12K
$1.27M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-21- 1.22% |
$4.32K - $5.2K
|
1.7K
$694K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.7% |
$4.53K - $5.45K
|
3.12K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-23- 0.58% |
$4.73K - $5.7K
|
3.95K
$1.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-23- 0.11% |
$4.73K - $5.7K
|
21.4K
$8.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-23- 2.26% |
$4.73K - $5.7K
|
996
$406K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-23- 0.71% |
$4.73K - $5.7K
|
3.24K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-23- 2.49% |
$4.73K - $5.7K
|
900
$367K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-24- 1.61% |
$4.94K - $5.94K
|
1.47K
$598K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-24- 0.56% |
$4.94K - $5.94K
|
4.23K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.25% |
$5.14K - $6.19K
|
9.81K
$4M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 3.5% |
$5.14K - $6.19K
|
690
$281K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-25- 0.33% |
$5.14K - $6.19K
|
7.46K
$3.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-25- 1.9% |
$5.14K - $6.19K
|
1.29K
$527K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-25- 1.07% |
$5.14K - $6.19K
|
2.31K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-25- 0.12% |
$5.14K - $6.19K
|
20.4K
$8.33M
|