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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-554- 25.26% |
$154K - $203K
|
1.64K
$544K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-554- 17.24% |
$154K - $203K
|
2.66K
$883K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 32.26% |
$159K - $208K
|
1.2K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-573- 14.0% |
$160K - $210K
|
3.52K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-578- 27.15% |
$161K - $212K
|
1.55K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-580- 43.12% |
$162K - $213K
|
765
$254K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-586- 3.67% |
$163K - $215K
|
15.4K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-591- 26.95% |
$165K - $217K
|
1.6K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-596- 49.3% |
$166K - $218K
|
613
$204K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-596- 10.93% |
$166K - $218K
|
4.86K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-596- 22.08% |
$166K - $218K
|
2.1K
$698K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-600- 39.22% |
$167K - $220K
|
930
$309K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-600- 23.01% |
$167K - $220K
|
2.01K
$667K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-602- 27.97% |
$168K - $221K
|
1.55K
$515K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-605- 4.0% |
$169K - $222K
|
14.5K
$4.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-605- 1.39% |
$169K - $222K
|
43K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-612- 2.66% |
$171K - $224K
|
22.4K
$7.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-618- 7.01% |
$172K - $226K
|
8.2K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-619- 3.15% |
$172K - $227K
|
19K
$6.31M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-620- 8.2% |
$173K - $227K
|
6.94K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-625- 6.91% |
$174K - $229K
|
8.42K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-629- 3.64% |
$175K - $230K
|
16.7K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-629- 1.12% |
$175K - $230K
|
55.7K
$18.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-633- 3.74% |
$176K - $232K
|
16.3K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-636- 90.47% |
$177K - $233K
|
67
$22.2K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-640- 1.45% |
$178K - $235K
|
43.4K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-646- 1.6% |
$180K - $237K
|
39.8K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-650- 3.91% |
$181K - $238K
|
16K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-655- 4.27% |
$183K - $240K
|
14.7K
$4.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-656- 18.36% |
$183K - $240K
|
2.92K
$969K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-656- 50.0% |
$183K - $240K
|
656
$218K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-664- 4.0% |
$185K - $243K
|
15.9K
$5.29M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-668- 78.5% |
$186K - $245K
|
183
$60.8K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-674- 3.61% |
$188K - $247K
|
18K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-679- 2.75% |
$189K - $249K
|
24K
$7.97M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-686- 3.17% |
$191K - $251K
|
21K
$6.97M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-692- 26.93% |
$193K - $254K
|
1.88K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-692- 3.23% |
$193K - $254K
|
20.7K
$6.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-694- 9.94% |
$193K - $254K
|
6.29K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-694- 1.22% |
$193K - $254K
|
56.4K
$18.7M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-699- 19.34% |
$195K - $256K
|
2.92K
$968K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-700- 32.86% |
$195K - $257K
|
1.43K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-709- 29.18% |
$198K - $260K
|
1.72K
$571K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-714- 2.32% |
$199K - $262K
|
30.1K
$9.98M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-728- 7.64% |
$203K - $267K
|
8.8K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-731- 8.61% |
$204K - $268K
|
7.76K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-746- 1.43% |
$208K - $273K
|
51.3K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-750- 3.68% |
$209K - $275K
|
19.6K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-751- 22.65% |
$209K - $275K
|
2.56K
$851K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-757- 28.54% |
$211K - $277K
|
1.9K
$629K
|