Purchases and Sales Made in Q1 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8- 0.92% |
$2.23K - $2.93K
|
857
$285K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-8- 0.43% |
$2.23K - $2.93K
|
1.87K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-8- 0.52% |
$2.23K - $2.93K
|
1.52K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-8- 0.19% |
$2.23K - $2.93K
|
4.21K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 0.61% |
$2.23K - $2.93K
|
1.3K
$432K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-8- 0.59% |
$2.23K - $2.93K
|
1.36K
$450K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-9- 0.19% |
$2.51K - $3.3K
|
4.75K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-9- 0.54% |
$2.51K - $3.3K
|
1.67K
$554K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.07% |
$2.79K - $3.66K
|
14.1K
$4.68M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10- 0.23% |
$2.79K - $3.66K
|
4.3K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-10- 1.15% |
$2.79K - $3.66K
|
860
$286K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-10- 0.18% |
$2.79K - $3.66K
|
5.44K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-11- 1.58% |
$3.06K - $4.03K
|
687
$228K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.21% |
$3.06K - $4.03K
|
5.28K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11- 0.2% |
$3.06K - $4.03K
|
5.48K
$1.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-12- 0.29% |
$3.34K - $4.4K
|
4.07K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-12- 1.47% |
$3.34K - $4.4K
|
804
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-12- 0.35% |
$3.34K - $4.4K
|
3.39K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-12- 0.15% |
$3.34K - $4.4K
|
7.75K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12- 0.11% |
$3.34K - $4.4K
|
11.4K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.04% |
$3.34K - $4.4K
|
28.3K
$9.41M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-13- 1.46% |
$3.62K - $4.76K
|
880
$292K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 1.45% |
$3.62K - $4.76K
|
886
$294K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.87% |
$3.62K - $4.76K
|
1.47K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-13- 1.44% |
$3.62K - $4.76K
|
889
$295K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13- 1.9% |
$3.62K - $4.76K
|
671
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-14- 1.97% |
$3.9K - $5.13K
|
696
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 3.17% |
$3.9K - $5.13K
|
428
$142K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14- 0.5% |
$3.9K - $5.13K
|
2.76K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 1.39% |
$3.9K - $5.13K
|
992
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-15- 5.68% |
$4.18K - $5.5K
|
249
$82.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-15- 28.3% |
$4.18K - $5.5K
|
38
$12.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-15- 4.62% |
$4.18K - $5.5K
|
310
$103K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-15- 0.31% |
$4.18K - $5.5K
|
4.88K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 4.17% |
$4.18K - $5.5K
|
345
$115K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-15- 1.3% |
$4.18K - $5.5K
|
1.14K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-15- 0.25% |
$4.18K - $5.5K
|
5.97K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15- 4.44% |
$4.18K - $5.5K
|
323
$107K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 2.41% |
$4.46K - $5.86K
|
649
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-16- 1.31% |
$4.46K - $5.86K
|
1.21K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.47% |
$4.46K - $5.86K
|
3.39K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-16- 0.09% |
$4.46K - $5.86K
|
18K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16- 0.18% |
$4.46K - $5.86K
|
8.88K
$2.95M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 66.67% |
$4.46K - $5.86K
|
8
$2.66K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-17- 3.21% |
$4.74K - $6.23K
|
513
$170K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-17- 0.4% |
$4.74K - $6.23K
|
4.25K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-17- 0.01% |
$4.74K - $6.23K
|
142K
$47.2M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18- 1.86% |
$5.02K - $6.6K
|
948
$315K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-19- 0.71% |
$5.29K - $6.96K
|
2.65K
$879K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19- 15.2% |
$5.29K - $6.96K
|
106
$35.2K
|