Purchases and Sales Made in Q4 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
315New |
$71.2K - $93.9K
|
315
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
309+ 5.97% |
$69.8K - $92.1K
|
5.49K
$2.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
306+ 3.35% |
$69.2K - $91.2K
|
9.43K
$3.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
305+ 26.11% |
$68.9K - $90.9K
|
1.47K
$595K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
303+ 12.83% |
$68.5K - $90.3K
|
2.66K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
300+ 31.25% |
$67.8K - $89.4K
|
1.26K
$509K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
299+ 2.67% |
$67.6K - $89.1K
|
11.5K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
298+ 6.47% |
$67.4K - $88.8K
|
4.9K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
297+ 1.84% |
$67.1K - $88.5K
|
16.5K
$6.64M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
297+ 10.32% |
$67.1K - $88.5K
|
3.18K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
296+ 19.36% |
$66.9K - $88.2K
|
1.83K
$737K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
293+ 1.83% |
$66.2K - $87.3K
|
16.3K
$6.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
293+ 19.25% |
$66.2K - $87.3K
|
1.82K
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
293+ 0.04% |
$66.2K - $87.3K
|
819K
$331M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
283+ 3.9% |
$64K - $84.4K
|
7.54K
$3.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
283+ 78.18% |
$64K - $84.4K
|
645
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
282New |
$63.7K - $84.1K
|
282
$114K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
281+ 4.87% |
$63.5K - $83.8K
|
6.05K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
279+ 2.51% |
$63.1K - $83.2K
|
11.4K
$4.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
278+ 2.49% |
$62.8K - $82.9K
|
11.4K
$4.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
277+ 0.68% |
$62.6K - $82.6K
|
40.9K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
277+ 8.54% |
$62.6K - $82.6K
|
3.52K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
276+ 4.64% |
$62.4K - $82.3K
|
6.23K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
276+ 19.66% |
$62.4K - $82.3K
|
1.68K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
276+ 19.83% |
$62.4K - $82.3K
|
1.67K
$673K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
275New |
$62.2K - $82K
|
275
$111K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
272+ 1.3% |
$61.5K - $81.1K
|
21.2K
$8.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
270+ 5.57% |
$61K - $80.5K
|
5.12K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
268+ 5.68% |
$60.6K - $79.9K
|
4.99K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
264+ 1.59% |
$59.7K - $78.7K
|
16.9K
$6.81M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
263+ 9.16% |
$59.5K - $78.4K
|
3.13K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
260+ 29.58% |
$58.8K - $77.5K
|
1.14K
$460K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
260+ 21.14% |
$58.8K - $77.5K
|
1.49K
$602K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
260New |
$58.8K - $77.5K
|
260
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
257+ 1.02% |
$58.1K - $76.6K
|
25.3K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
256+ 6.74% |
$57.9K - $76.3K
|
4.06K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
254+ 0.83% |
$57.4K - $75.7K
|
30.7K
$12.4M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
252+ 20.88% |
$57K - $75.1K
|
1.46K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
250+ 8.59% |
$56.5K - $74.5K
|
3.16K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
243+ 0.91% |
$54.9K - $72.4K
|
27K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
240+ 6.85% |
$54.3K - $71.5K
|
3.75K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
240+ 20.44% |
$54.3K - $71.5K
|
1.41K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
238+ 4.01% |
$53.8K - $71K
|
6.17K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
238+ 0.56% |
$53.8K - $71K
|
42.9K
$17.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
237+ 17.16% |
$53.6K - $70.7K
|
1.62K
$653K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
237+ 3.15% |
$53.6K - $70.7K
|
7.77K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
234+ 0.15% |
$52.9K - $69.8K
|
153K
$61.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
231+ 24.92% |
$52.2K - $68.9K
|
1.16K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
231+ 9.61% |
$52.2K - $68.9K
|
2.63K
$1.06M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
231+ 9.61% |
$52.2K - $68.9K
|
2.63K
$1.06M
|