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 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-63- 1.01% |
$13K - $15.6K
|
6.2K
$2.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-65- 22.11% |
$13.4K - $16.1K
|
229
$93.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-66- 0.46% |
$13.6K - $16.3K
|
14.2K
$5.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-66- 1.04% |
$13.6K - $16.3K
|
6.26K
$2.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-67- 0.19% |
$13.8K - $16.6K
|
35.5K
$14.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-67- 4.09% |
$13.8K - $16.6K
|
1.57K
$641K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-68- 2.95% |
$14K - $16.8K
|
2.24K
$912K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-68- 0.83% |
$14K - $16.8K
|
8.09K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-68- 13.99% |
$14K - $16.8K
|
418
$170K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-70- 4.41% |
$14.4K - $17.3K
|
1.52K
$619K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-71- 2.37% |
$14.6K - $17.6K
|
2.93K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-71- 3.73% |
$14.6K - $17.6K
|
1.83K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.61% |
$14.6K - $17.6K
|
11.5K
$4.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-71- 0.79% |
$14.6K - $17.6K
|
8.88K
$3.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-72- 0.75% |
$14.8K - $17.8K
|
9.51K
$3.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-75- 3.3% |
$15.4K - $18.6K
|
2.2K
$895K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-75- 3.09% |
$15.4K - $18.6K
|
2.35K
$958K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-75- 2.5% |
$15.4K - $18.6K
|
2.93K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 1.87% |
$15.4K - $18.6K
|
3.95K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-77- 24.06% |
$15.8K - $19.1K
|
243
$99.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-79- 73.15% |
$16.3K - $19.6K
|
29
$11.8K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-80- 7.51% |
$16.5K - $19.8K
|
985
$402K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-80- 3.0% |
$16.5K - $19.8K
|
2.59K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 3.88% |
$16.7K - $20.1K
|
2.01K
$817K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-81- 1.16% |
$16.7K - $20.1K
|
6.92K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-81- 8.39% |
$16.7K - $20.1K
|
884
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-81- 6.62% |
$16.7K - $20.1K
|
1.14K
$466K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-82- 0.8% |
$16.9K - $20.3K
|
10.2K
$4.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-84- 3.23% |
$17.3K - $20.8K
|
2.52K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-84- 4.48% |
$17.3K - $20.8K
|
1.79K
$731K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-84- 1.08% |
$17.3K - $20.8K
|
7.72K
$3.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-86- 2.31% |
$17.7K - $21.3K
|
3.64K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-86- 41.95% |
$17.7K - $21.3K
|
119
$48.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-87- 7.62% |
$17.9K - $21.5K
|
1.06K
$430K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-88- 1.94% |
$18.1K - $21.8K
|
4.45K
$1.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-88- 6.66% |
$18.1K - $21.8K
|
1.23K
$503K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-88- 3.18% |
$18.1K - $21.8K
|
2.68K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-89- 9.28% |
$18.3K - $22K
|
870
$355K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-90- 2.93% |
$18.5K - $22.3K
|
2.99K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-91- 6.44% |
$18.7K - $22.5K
|
1.32K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-91- 2.56% |
$18.7K - $22.5K
|
3.46K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-92- 2.26% |
$18.9K - $22.8K
|
3.97K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-93- 1.35% |
$19.1K - $23K
|
6.78K
$2.76M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-93- 0.67% |
$19.1K - $23K
|
13.9K
$5.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-94- 2.33% |
$19.3K - $23.3K
|
3.94K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-94- 7.13% |
$19.3K - $23.3K
|
1.22K
$499K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-97- 33.8% |
$20K - $24K
|
190
$77.4K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-97- 33.8% |
$20K - $24K
|
190
$77.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-99- 3.89% |
$20.4K - $24.5K
|
2.44K
$996K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-99- 7.9% |
$20.4K - $24.5K
|
1.15K
$470K
|