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 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
46+ 0.47% |
$10.4K - $13.7K
|
9.78K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
45+ 1.43% |
$10.2K - $13.4K
|
3.19K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
43+ 1.44% |
$9.72K - $12.8K
|
3.03K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43+ 4.28% |
$9.72K - $12.8K
|
1.05K
$423K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
42+ 0.5% |
$9.49K - $12.5K
|
8.43K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
42+ 4.77% |
$9.49K - $12.5K
|
923
$373K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
42+ 4.45% |
$9.49K - $12.5K
|
985
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
42+ 3.75% |
$9.49K - $12.5K
|
1.16K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
42+ 1.64% |
$9.49K - $12.5K
|
2.6K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
41+ 0.39% |
$9.27K - $12.2K
|
10.4K
$4.22M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
41+ 3.93% |
$9.27K - $12.2K
|
1.09K
$438K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
40New |
$9.04K - $11.9K
|
40
$16.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
39+ 13.45% |
$8.82K - $11.6K
|
329
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
39+ 2.21% |
$8.82K - $11.6K
|
1.8K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 0.37% |
$8.82K - $11.6K
|
10.7K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
39+ 2.53% |
$8.82K - $11.6K
|
1.58K
$637K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
38+ 2.02% |
$8.59K - $11.3K
|
1.92K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
37+ 1.99% |
$8.36K - $11K
|
1.89K
$764K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
37+ 1.05% |
$8.36K - $11K
|
3.57K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
37+ 0.17% |
$8.36K - $11K
|
22.1K
$8.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 30.83% |
$8.36K - $11K
|
157
$63.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37+ 100.0% |
$8.36K - $11K
|
74
$29.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
36+ 1.04% |
$8.14K - $10.7K
|
3.51K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
36+ 4.28% |
$8.14K - $10.7K
|
877
$354K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
36+ 0.19% |
$8.14K - $10.7K
|
19K
$7.65M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
36+ 1.09% |
$8.14K - $10.7K
|
3.33K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
36+ 5.16% |
$8.14K - $10.7K
|
733
$296K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35New |
$7.91K - $10.4K
|
35
$14.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 4.4% |
$7.91K - $10.4K
|
830
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
35+ 1.36% |
$7.91K - $10.4K
|
2.62K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 4.37% |
$7.46K - $9.84K
|
789
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
32+ 6.96% |
$7.23K - $9.54K
|
492
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 6.21% |
$7.01K - $9.24K
|
530
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
31+ 2.88% |
$7.01K - $9.24K
|
1.11K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
30+ 0.86% |
$6.78K - $8.94K
|
3.51K
$1.42M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 4.85% |
$6.78K - $8.94K
|
649
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
29+ 0.35% |
$6.56K - $8.65K
|
8.26K
$3.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
29+ 1.18% |
$6.56K - $8.65K
|
2.49K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
28+ 0.29% |
$6.33K - $8.35K
|
9.76K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
28+ 0.4% |
$6.33K - $8.35K
|
6.96K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.23% |
$6.33K - $8.35K
|
12.2K
$4.91M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.42% |
$6.1K - $8.05K
|
6.4K
$2.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27+ 0.47% |
$6.1K - $8.05K
|
5.81K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
27+ 1.8% |
$6.1K - $8.05K
|
1.53K
$616K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
27+ 3.59% |
$6.1K - $8.05K
|
780
$315K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
27+ 20.61% |
$6.1K - $8.05K
|
158
$63.8K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
27+ 20.61% |
$6.1K - $8.05K
|
158
$63.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
26+ 0.88% |
$5.88K - $7.75K
|
2.98K
$1.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
25+ 2.32% |
$5.65K - $7.45K
|
1.1K
$446K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 0.18% |
$5.65K - $7.45K
|
14.1K
$5.69M
|