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 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.8KNew |
$2.45M - $3.23M
|
10.8K
$4.3M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.5KNew |
$2.38M - $3.14M
|
10.5K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
10K+ 56.35% |
$2.26M - $2.98M
|
27.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
10KNew |
$2.26M - $2.98M
|
10K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
9.96KNew |
$2.25M - $2.97M
|
9.96K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
9.94K+ 88.71% |
$2.25M - $2.96M
|
21.1K
$8.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$2.24M - $2.95M
|
9.9K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.86K+ 23.1% |
$2.23M - $2.94M
|
52.6K
$20.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
9.73K+ 241.19% |
$2.2M - $2.9M
|
13.8K
$5.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
9.65K+ 59.86% |
$2.18M - $2.88M
|
25.8K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.49K+ 118.65% |
$2.15M - $2.83M
|
17.5K
$6.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.46K+ 10.64% |
$2.14M - $2.82M
|
98.4K
$39.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.42K+ 2.98% |
$2.13M - $2.81M
|
326K
$130M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.37K+ 1218.47% |
$2.12M - $2.79M
|
10.1K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.26K+ 43.01% |
$2.09M - $2.76M
|
30.8K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 9.56% |
$2.07M - $2.73M
|
105K
$41.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.14K+ 8.91% |
$2.07M - $2.73M
|
112K
$44.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
8.99K+ 4.96% |
$2.03M - $2.68M
|
190K
$75.7M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.93K+ 2.33% |
$2.02M - $2.66M
|
392K
$156M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.84K+ 1.78% |
$2M - $2.64M
|
505K
$201M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.77K+ 25.14% |
$1.98M - $2.61M
|
43.6K
$17.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
8.63KNew |
$1.95M - $2.57M
|
8.63K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
8.4KNew |
$1.9M - $2.5M
|
8.4K
$3.34M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.32K+ 95.72% |
$1.88M - $2.48M
|
17K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.26K+ 16.66% |
$1.87M - $2.46M
|
57.8K
$23M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
8.22KNew |
$1.86M - $2.45M
|
8.22K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
8.1K+ 4.84% |
$1.83M - $2.42M
|
175K
$69.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.09KNew |
$1.83M - $2.41M
|
8.09K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.04KNew |
$1.82M - $2.4M
|
8.04K
$3.2M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
7.89KNew |
$1.78M - $2.35M
|
7.89K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.87K+ 11.62% |
$1.78M - $2.35M
|
75.6K
$30M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
BUY
|
- |
7.67K+ 35.83% |
$1.73M - $2.29M
|
29.1K
$11.6M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.62KNew |
$1.72M - $2.27M
|
7.62K
$3.03M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
7.61KNew |
$1.72M - $2.27M
|
7.61K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.57K+ 53.62% |
$1.71M - $2.26M
|
21.7K
$8.62M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.89K+ 1.27% |
$1.56M - $2.05M
|
549K
$218M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.77KNew |
$1.53M - $2.02M
|
6.77K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.74KNew |
$1.52M - $2.01M
|
6.74K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.71KNew |
$1.52M - $2M
|
6.71K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.63K+ 9.2% |
$1.5M - $1.98M
|
78.8K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
6.62KNew |
$1.5M - $1.97M
|
6.62K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6.6K+ 2229.05% |
$1.49M - $1.97M
|
6.89K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.51K+ 5.08% |
$1.47M - $1.94M
|
135K
$53.6M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
6.47KNew |
$1.46M - $1.93M
|
6.47K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.4KNew |
$1.45M - $1.91M
|
6.4K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
6.32K+ 6.84% |
$1.43M - $1.89M
|
98.8K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.23K+ 152.9% |
$1.41M - $1.86M
|
10.3K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.21K+ 1922.6% |
$1.4M - $1.85M
|
6.53K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.19K+ 154.29% |
$1.4M - $1.85M
|
10.2K
$4.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.15K+ 25.94% |
$1.39M - $1.83M
|
29.8K
$11.9M
|