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 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-25- 1.6% |
$5.14K - $6.19K
|
1.54K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.86% |
$5.14K - $6.19K
|
2.89K
$1.18M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 67.57% |
$5.14K - $6.19K
|
12
$4.89K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-26- 3.76% |
$5.35K - $6.44K
|
666
$271K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-26- 0.17% |
$5.35K - $6.44K
|
15.6K
$6.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26- 1.37% |
$5.35K - $6.44K
|
1.88K
$765K
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-26- 1.06% |
$5.35K - $6.44K
|
2.43K
$992K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-26- 0.61% |
$5.35K - $6.44K
|
4.21K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-27- 1.45% |
$5.56K - $6.69K
|
1.83K
$747K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.2% |
$5.56K - $6.69K
|
2.22K
$906K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-27- 2.83% |
$5.56K - $6.69K
|
926
$377K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-27- 0.29% |
$5.56K - $6.69K
|
9.44K
$3.85M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-27- 1.94% |
$5.56K - $6.69K
|
1.36K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-28- 0.2% |
$5.76K - $6.93K
|
14.3K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-28- 0.74% |
$5.76K - $6.93K
|
3.75K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-29- 1.17% |
$5.97K - $7.18K
|
2.45K
$998K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-29- 1.06% |
$5.97K - $7.18K
|
2.71K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-30- 0.68% |
$6.17K - $7.43K
|
4.39K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-30- 2.44% |
$6.17K - $7.43K
|
1.2K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-30- 1.74% |
$6.17K - $7.43K
|
1.7K
$691K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30- 8.72% |
$6.17K - $7.43K
|
314
$128K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-30- 0.65% |
$6.17K - $7.43K
|
4.58K
$1.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-31- 0.34% |
$6.38K - $7.68K
|
9.02K
$3.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-32- 0.64% |
$6.58K - $7.93K
|
4.94K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-32- 0.83% |
$6.58K - $7.93K
|
3.84K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-33- 1.95% |
$6.79K - $8.17K
|
1.66K
$677K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-34- 3.39% |
$7K - $8.42K
|
970
$395K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-34- 0.48% |
$7K - $8.42K
|
7.06K
$2.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-35- 4.05% |
$7.2K - $8.67K
|
830
$338K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-35- 2.69% |
$7.2K - $8.67K
|
1.27K
$516K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35- 1.11% |
$7.2K - $8.67K
|
3.12K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35- 1.08% |
$7.2K - $8.67K
|
3.21K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 3.44% |
$7.2K - $8.67K
|
983
$401K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-38- 1.7% |
$7.82K - $9.41K
|
2.2K
$896K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-38- 1.67% |
$7.82K - $9.41K
|
2.24K
$915K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-38- 1.91% |
$7.82K - $9.41K
|
1.95K
$795K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-38- 4.18% |
$7.82K - $9.41K
|
872
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-38- 1.33% |
$7.82K - $9.41K
|
2.81K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-39- 3.88% |
$8.02K - $9.66K
|
967
$394K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-39- 1.65% |
$8.02K - $9.66K
|
2.32K
$945K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-39- 28.26% |
$8.02K - $9.66K
|
99
$40.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39- 0.86% |
$8.02K - $9.66K
|
4.5K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-39- 3.3% |
$8.02K - $9.66K
|
1.14K
$466K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-40- 0.45% |
$8.23K - $9.91K
|
8.77K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-40- 0.84% |
$8.23K - $9.91K
|
4.7K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-40- 3.67% |
$8.23K - $9.91K
|
1.05K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-40- 2.74% |
$8.23K - $9.91K
|
1.42K
$579K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-40- 0.26% |
$8.23K - $9.91K
|
15.5K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-40- 0.87% |
$8.23K - $9.91K
|
4.57K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-41- 2.13% |
$8.44K - $10.2K
|
1.89K
$769K
|