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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
228+ 8.17% |
$51.5K - $68K
|
3.02K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
225+ 14.56% |
$50.9K - $67.1K
|
1.77K
$715K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
224+ 4.24% |
$50.6K - $66.8K
|
5.5K
$2.22M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
223+ 2.13% |
$50.4K - $66.5K
|
10.7K
$4.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
222+ 1.01% |
$50.2K - $66.2K
|
22.2K
$8.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
222+ 24.53% |
$50.2K - $66.2K
|
1.13K
$455K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
219+ 1.3% |
$49.5K - $65.3K
|
17.1K
$6.89M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
218+ 8.51% |
$49.3K - $65K
|
2.78K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
216+ 9.55% |
$48.8K - $64.4K
|
2.48K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
215+ 4.06% |
$48.6K - $64.1K
|
5.51K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
214+ 16.26% |
$48.4K - $63.8K
|
1.53K
$618K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
211+ 7.33% |
$47.7K - $62.9K
|
3.09K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
211New |
$47.7K - $62.9K
|
211
$85.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
210+ 23.57% |
$47.5K - $62.6K
|
1.1K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
210+ 3.33% |
$47.5K - $62.6K
|
6.51K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
210+ 14.31% |
$47.5K - $62.6K
|
1.68K
$677K
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
210+ 0.31% |
$47.5K - $62.6K
|
66.9K
$27M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
209New |
$47.2K - $62.3K
|
209
$84.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
208+ 1.56% |
$47K - $62K
|
13.5K
$5.46M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
208+ 1.23% |
$47K - $62K
|
17.1K
$6.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
206+ 3.05% |
$46.6K - $61.4K
|
6.96K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
205+ 10.93% |
$46.3K - $61.1K
|
2.08K
$840K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
205+ 3.72% |
$46.3K - $61.1K
|
5.72K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
205+ 1.37% |
$46.3K - $61.1K
|
15.2K
$6.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
204+ 3.94% |
$46.1K - $60.8K
|
5.38K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
204+ 13.14% |
$46.1K - $60.8K
|
1.76K
$709K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
203+ 0.23% |
$45.9K - $60.5K
|
89.4K
$36.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
202+ 5.69% |
$45.7K - $60.2K
|
3.75K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
201+ 18.14% |
$45.4K - $59.9K
|
1.31K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
201+ 0.31% |
$45.4K - $59.9K
|
64.4K
$26M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
200+ 8.68% |
$45.2K - $59.6K
|
2.5K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 6.33% |
$45.2K - $59.6K
|
3.36K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
200+ 17.39% |
$45.2K - $59.6K
|
1.35K
$545K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$45.2K - $59.6K
|
200
$80.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
200+ 4.22% |
$45.2K - $59.6K
|
4.94K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
200+ 9.09% |
$45.2K - $59.6K
|
2.4K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
195+ 26.6% |
$44.1K - $58.1K
|
928
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
193+ 0.91% |
$43.6K - $57.5K
|
21.4K
$8.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
192+ 2.26% |
$43.4K - $57.2K
|
8.68K
$3.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
192+ 3.94% |
$43.4K - $57.2K
|
5.06K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
190+ 0.78% |
$42.9K - $56.6K
|
24.6K
$9.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
189New |
$42.7K - $56.3K
|
189
$76.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
186+ 10.57% |
$42K - $55.5K
|
1.95K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
183+ 11.02% |
$41.4K - $54.6K
|
1.84K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
181+ 7.21% |
$40.9K - $54K
|
2.69K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
179+ 4.91% |
$40.5K - $53.4K
|
3.82K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
176+ 5.54% |
$39.8K - $52.5K
|
3.35K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
175+ 14.11% |
$39.6K - $52.2K
|
1.42K
$571K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
175+ 12.32% |
$39.6K - $52.2K
|
1.6K
$644K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
174+ 7.02% |
$39.3K - $51.9K
|
2.65K
$1.07M
|