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 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-284- 1.21% |
$64.2K - $84.7K
|
23.2K
$9.36M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-284- 4.7% |
$64.2K - $84.7K
|
5.76K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-285- 5.05% |
$64.4K - $85K
|
5.36K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-287- 9.69% |
$64.9K - $85.6K
|
2.68K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-287- 1.23% |
$64.9K - $85.6K
|
23K
$9.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-288- 21.97% |
$65.1K - $85.9K
|
1.02K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-292- 2.25% |
$66K - $87.1K
|
12.7K
$5.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-297- 1.1% |
$67.1K - $88.5K
|
26.6K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-300- 14.22% |
$67.8K - $89.4K
|
1.81K
$730K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-300- 2.88% |
$67.8K - $89.4K
|
10.1K
$4.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 22.39% |
$67.8K - $89.4K
|
1.04K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-302- 1.79% |
$68.3K - $90K
|
16.6K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-304- 38.78% |
$68.7K - $90.6K
|
480
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-304- 27.71% |
$68.7K - $90.6K
|
793
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-304- 0.9% |
$68.7K - $90.6K
|
33.4K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-305- 15.66% |
$68.9K - $90.9K
|
1.64K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-308- 16.81% |
$69.6K - $91.8K
|
1.52K
$615K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-310- 0.69% |
$70.1K - $92.4K
|
44.3K
$17.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-310- 3.58% |
$70.1K - $92.4K
|
8.35K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-310- 6.81% |
$70.1K - $92.4K
|
4.24K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-314- 0.94% |
$71K - $93.6K
|
33.1K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-314- 3.43% |
$71K - $93.6K
|
8.85K
$3.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-318- 16.7% |
$71.9K - $94.8K
|
1.59K
$640K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-319- 9.61% |
$72.1K - $95.1K
|
3K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-320- 1.8% |
$72.3K - $95.4K
|
17.4K
$7.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-320- 0.44% |
$72.3K - $95.4K
|
73K
$29.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-321- 3.59% |
$72.6K - $95.7K
|
8.61K
$3.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-322- 18.17% |
$72.8K - $96K
|
1.45K
$585K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-323- 10.25% |
$73K - $96.3K
|
2.83K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-323- 17.16% |
$73K - $96.3K
|
1.56K
$629K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-326- 7.83% |
$73.7K - $97.2K
|
3.84K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-327- 28.24% |
$73.9K - $97.5K
|
831
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-328- 4.98% |
$74.1K - $97.8K
|
6.26K
$2.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-331- 0.26% |
$74.8K - $98.7K
|
127K
$51.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-333- 26.47% |
$75.3K - $99.3K
|
925
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-334- 1.93% |
$75.5K - $99.6K
|
16.9K
$6.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-337- 9.15% |
$76.2K - $100K
|
3.35K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-339- 17.02% |
$76.6K - $101K
|
1.65K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-340- 1.79% |
$76.9K - $101K
|
18.7K
$7.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-341- 50.22% |
$77.1K - $102K
|
338
$136K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-342- 9.89% |
$77.3K - $102K
|
3.12K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-343- 1.62% |
$77.5K - $102K
|
20.8K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-347- 3.24% |
$78.4K - $103K
|
10.4K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-347- 32.49% |
$78.4K - $103K
|
721
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-349- 5.67% |
$78.9K - $104K
|
5.8K
$2.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-349- 3.6% |
$78.9K - $104K
|
9.34K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-349- 2.55% |
$78.9K - $104K
|
13.4K
$5.4M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-350- 58.24% |
$79.1K - $104K
|
251
$101K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-358- 28.62% |
$80.9K - $107K
|
893
$361K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-364- 1.94% |
$82.3K - $109K
|
18.4K
$7.44M
|