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 21, 2023
Q2 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-42- 0.88% |
$8.64K - $10.4K
|
4.74K
$1.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-42- 0.74% |
$8.64K - $10.4K
|
5.61K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-43- 1.35% |
$8.85K - $10.6K
|
3.15K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-44- 0.59% |
$9.05K - $10.9K
|
7.43K
$3.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-45- 2.75% |
$9.26K - $11.1K
|
1.59K
$649K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-45- 0.44% |
$9.26K - $11.1K
|
10.1K
$4.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46- 1.32% |
$9.46K - $11.4K
|
3.43K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-47- 2.57% |
$9.67K - $11.6K
|
1.78K
$727K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-48- 1.85% |
$9.88K - $11.9K
|
2.54K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-48- 2.76% |
$9.88K - $11.9K
|
1.69K
$688K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49- 2.98% |
$10.1K - $12.1K
|
1.59K
$650K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 12.14% |
$10.3K - $12.4K
|
362
$148K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 2.67% |
$10.3K - $12.4K
|
1.82K
$743K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-50- 1.07% |
$10.3K - $12.4K
|
4.64K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-50- 0.27% |
$10.3K - $12.4K
|
18.2K
$7.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 4.27% |
$10.3K - $12.4K
|
1.12K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 3.87% |
$10.3K - $12.4K
|
1.24K
$506K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 0.63% |
$10.3K - $12.4K
|
7.92K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 0.51% |
$10.3K - $12.4K
|
9.7K
$3.95M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 1.38% |
$10.3K - $12.4K
|
3.58K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 1.57% |
$10.3K - $12.4K
|
3.14K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-50- 1.94% |
$10.3K - $12.4K
|
2.52K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-50- 1.14% |
$10.3K - $12.4K
|
4.32K
$1.76M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-50- 0.93% |
$10.3K - $12.4K
|
5.32K
$2.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-51- 1.86% |
$10.5K - $12.6K
|
2.69K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-51- 2.55% |
$10.5K - $12.6K
|
1.95K
$794K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-52- 1.22% |
$10.7K - $12.9K
|
4.22K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-52- 1.3% |
$10.7K - $12.9K
|
3.94K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-52- 1.88% |
$10.7K - $12.9K
|
2.72K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-53- 1.16% |
$10.9K - $13.1K
|
4.53K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-53- 5.03% |
$10.9K - $13.1K
|
1K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-53- 28.49% |
$10.9K - $13.1K
|
133
$54.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-54- 4.14% |
$11.1K - $13.4K
|
1.25K
$510K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-54- 4.38% |
$11.1K - $13.4K
|
1.18K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-54- 5.88% |
$11.1K - $13.4K
|
865
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-54- 0.45% |
$11.1K - $13.4K
|
11.9K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-54- 1.71% |
$11.1K - $13.4K
|
3.1K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-55- 1.13% |
$11.3K - $13.6K
|
4.81K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-55- 5.06% |
$11.3K - $13.6K
|
1.03K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-57- 1.4% |
$11.7K - $14.1K
|
4.02K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-58- 1.82% |
$11.9K - $14.4K
|
3.13K
$1.28M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-59- 0.69% |
$12.1K - $14.6K
|
8.49K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-59- 2.75% |
$12.1K - $14.6K
|
2.09K
$850K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-60- 10.62% |
$12.3K - $14.9K
|
505
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-60- 2.13% |
$12.3K - $14.9K
|
2.76K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-60- 8.96% |
$12.3K - $14.9K
|
610
$249K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-60- 2.1% |
$12.3K - $14.9K
|
2.8K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-62- 1.69% |
$12.8K - $15.4K
|
3.61K
$1.47M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-62- 1.69% |
$12.8K - $15.4K
|
3.61K
$1.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-63- 0.21% |
$13K - $15.6K
|
29.7K
$12.1M
|