Purchases and Sales Made in Q2 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 0.75% |
$1.85K - $2.23K
|
1.21K
$401K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
8+ 1.43% |
$1.65K - $1.98K
|
568
$189K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
8+ 0.54% |
$1.65K - $1.98K
|
1.48K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.29% |
$1.65K - $1.98K
|
358
$119K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
7+ 0.13% |
$1.44K - $1.73K
|
5.26K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7+ 0.23% |
$1.44K - $1.73K
|
3.06K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.24% |
$1.44K - $1.73K
|
2.89K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7+ 0.09% |
$1.44K - $1.73K
|
8.1K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7+ 0.1% |
$1.44K - $1.73K
|
6.69K
$2.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
6+ 0.22% |
$1.23K - $1.49K
|
2.8K
$928K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6+ 0.6% |
$1.23K - $1.49K
|
1.01K
$337K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.42% |
$1.23K - $1.49K
|
1.42K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.54% |
$1.23K - $1.49K
|
1.12K
$371K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5+ 0.31% |
$1.03K - $1.24K
|
1.63K
$540K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5+ 0.16% |
$1.03K - $1.24K
|
3.12K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5+ 0.43% |
$1.03K - $1.24K
|
1.17K
$388K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$1.03K - $1.24K
|
8.64K
$2.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$1.03K - $1.24K
|
1.19K
$396K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$1.03K - $1.24K
|
1.7K
$563K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5+ 0.33% |
$1.03K - $1.24K
|
1.52K
$506K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
5+ 0.05% |
$1.03K - $1.24K
|
11.1K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 0.58% |
$1.03K - $1.24K
|
874
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.23% |
$1.03K - $1.24K
|
2.16K
$718K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.44% |
$1.03K - $1.24K
|
1.14K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 0.15% |
$1.03K - $1.24K
|
3.24K
$1.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.04% |
$823 - $991
|
11.2K
$3.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.05% |
$823 - $991
|
7.58K
$2.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.2% |
$823 - $991
|
1.99K
$659K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4+ 0.04% |
$823 - $991
|
10.8K
$3.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.25% |
$823 - $991
|
1.62K
$539K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.6% |
$823 - $991
|
667
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.34% |
$823 - $991
|
1.19K
$394K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.07% |
$617 - $743
|
4.02K
$1.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3+ 0.11% |
$617 - $743
|
2.74K
$909K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$617 - $743
|
1.55K
$513K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3+ 0.2% |
$617 - $743
|
1.5K
$499K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.33% |
$617 - $743
|
911
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
3+ 0.15% |
$617 - $743
|
2.02K
$671K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
3+ 0.2% |
$617 - $743
|
1.51K
$500K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.1% |
$617 - $743
|
2.93K
$972K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.14% |
$617 - $743
|
2.21K
$733K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.18% |
$617 - $743
|
1.63K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$617 - $743
|
2.08K
$691K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.39% |
$617 - $743
|
765
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.24% |
$617 - $743
|
1.24K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.11% |
$617 - $743
|
2.8K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.23% |
$617 - $743
|
1.3K
$431K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 0.55% |
$617 - $743
|
545
$181K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3+ 0.01% |
$617 - $743
|
23.5K
$7.8M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$617 - $743
|
2.08K
$691K
|