Stock Transactions

CATERPILLAR INC

Total Bought
309,770
369 transactions
Total Sold
368,942
437 transactions
Net
-59,172
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)Type
Robeco Institutional Asset Management B.V.130,991178,121+47,1300.130.23+0.10buy
OFI INVEST ASSET MANAGEMENT62,41593,536+31,1210.510.88+0.36buy
Mediolanum International Funds Ltd113,532136,412+22,8800.801.20+0.40buy
LBP AM SA19,43442,175+22,7410.190.45+0.26buy
Wealth Group, Ltd.5,63419,039+13,4053.725.06+1.34buy
Union Bancaire Privee, UBP SA53,04865,464+12,4160.520.79+0.27buy
Valeo Financial Advisors, LLC22,10433,191+11,0870.370.75+0.37buy
IFM Investors Pty Ltd95,156105,075+9,9190.560.74+0.18buy
ACORN FINANCIAL ADVISORY SERVICES INC /ADV3578,619+8,2620.031.22+1.18buy
Swedbank AB206,903215,096+8,1930.150.20+0.04buy
OAK RIDGE INVESTMENTS LLC13,63920,755+7,1160.641.25+0.61buy
TEMA ETFS LLC41,48648,566+7,0801.971.67-0.30buy
Traynor Capital Management, Inc.14,96521,130+6,1650.591.06+0.46buy
HWG Holdings LP4,0439,989+5,9460.762.41+1.65buy
COUNTRY TRUST BANK72,42678,146+5,7200.981.46+0.48buy
ASR Vermogensbeheer N.V.56,57561,741+5,1660.470.68+0.21buy
ABN AMRO INVESTMENT SOLUTIONS25,91530,796+4,8810.240.28+0.04buy
Czech National Bank126,719131,102+4,3830.590.76+0.17buy
Fairvoy Private Wealth, LLC1,8215,666+3,8450.311.22+0.91buy
Sava Infond d.o.o.3,7507,500+3,7500.380.57+0.19buy
RMR Wealth Builders1,8445,057+3,2130.100.33+0.23buy
Confluence Wealth Services, Inc.6,8929,423+2,5310.190.29+0.10buy
FCG Investment Co1,4373,843+2,4060.451.42+0.97buy
NorthCrest Asset Manangement, LLC55,34957,682+2,3331.241.39+0.16buy
Fifth Third Wealth Advisors LLC24,03526,284+2,2490.580.78+0.21buy
FRANKLIN STREET ADVISORS INC /NC14,51316,356+1,8430.630.97+0.34buy
Cadent Capital Advisors, LLC4202,207+1,7870.080.49+0.41buy
Generali Investments, Management Co LLC1,2082,814+1,6060.200.65+0.45buy
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,4754,029+1,5540.210.48+0.26buy
Wedmont Private Capital8,51210,012+1,5000.210.26+0.05buy
SECURED RETIREMENT ADVISORS, LLC1,7623,048+1,2860.711.67+0.96buy
SAGE FINANCIAL GROUP INC4001,667+1,2670.020.10+0.08buy
HIGHLAND CAPITAL MANAGEMENT, LLC12,38613,588+1,2020.460.67+0.20buy
Lewis Asset Management, LLC3161,505+1,1890.090.56+0.47buy
SAX WEALTH ADVISORS, LLC3,2684,364+1,0960.090.13+0.04buy
KAVAR CAPITAL PARTNERS GROUP, LLC22,65123,665+1,0142.013.11+1.10buy
Facet Wealth, Inc.3,3694,373+1,0040.040.07+0.03buy
Curbstone Financial Management Corp1,1822,152+9700.160.39+0.23buy
Fractal Investments LLC4421,342+9000.040.16+0.13buy
Foster Group, Inc.1,7392,520+7810.040.07+0.03buy
Plancorp, LLC2,7933,570+7770.060.08+0.02buy
Community Financial Services Group, LLC3751,146+7710.050.17+0.12buy
HORIZON FINANCIAL SERVICES, LLC28786+7580.010.32+0.31buy
Bath Savings Trust Co3,1853,888+7030.240.43+0.19buy
Goldstein Advisors, LLC3131,001+6880.020.10+0.07buy
United Asset Strategies, Inc.2,2952,971+6760.130.22+0.09buy
WADDELL & ASSOCIATES, LLC9031,579+6760.040.08+0.05buy
Wealth Alliance Advisory Group, LLC3,8194,490+6710.430.69+0.26buy
OLD NATIONAL BANCORP /IN/9,78310,407+6240.120.22+0.10buy
Symmetry Partners, LLC5951,199+6040.020.07+0.04buy
Financial Life Planners191747+5560.100.51+0.41buy
Towerpoint Wealth, LLC327872+5450.090.32+0.23buy
Legacy Private Trust Co.2,2582,800+5420.100.17+0.07buy
FULTON BANK, N.A.4,1614,676+5150.100.15+0.05buy
FIRST CITIZENS BANK & TRUST CO5,1545,666+5120.080.09+0.01buy
Smith Salley Wealth Management17,37717,889+5120.620.83+0.21buy
NWAM LLC5,4935,995+5020.220.32+0.10buy
FORBES J M & CO LLP1,3901,885+4950.080.16+0.07buy
Central Pacific Bank - Trust Division3,1263,621+4950.280.39+0.11buy
JACKSON SQUARE CAPITAL, LLC15,06115,546+4852.242.30+0.07buy
China Universal Asset Management Co., Ltd.1,3331,818+4850.070.12+0.04buy
NORTHEAST INVESTMENT MANAGEMENT17,75218,228+4760.520.72+0.20buy
Rockline Wealth Management, LLC9,2799,752+4731.431.99+0.56buy
LVW Advisors, LLC2,0102,481+4710.140.23+0.09buy
GREENLEAF TRUST15,96116,415+4540.110.17+0.06buy
Parisi Gray Wealth Management1,6222,052+4300.270.45+0.17buy
WINCAP FINANCIAL LLC9141,344+4300.430.77+0.34buy
PRECEDENT WEALTH PARTNERS, LLC4,4514,871+4200.630.86+0.23buy
TRUST CO OF TOLEDO NA /OH/13,32013,719+3990.901.22+0.32buy
Bison Wealth, LLC2,4502,841+3910.210.25+0.04buy
Independent Wealth Network Inc.26,11826,505+3875.507.18+1.68buy
Advantage Trust Co148518+3700.050.19+0.15buy
Tactive Advisors, LLC535885+3500.110.23+0.13buy
Cooper Financial Group4,3484,694+3460.310.41+0.10buy
Premier Path Wealth Partners, LLC3,7864,115+3290.350.50+0.15buy
FIRST COMMUNITY TRUST NA9511,264+3130.500.61+0.11buy
Mayflower Financial Advisors, LLC5,1075,417+3100.440.50+0.06buy
FIRST MERCHANTS CORP10,01910,324+3050.270.39+0.12buy
Gradient Investments LLC1,5751,874+2990.020.03+0.01buy
Leelyn Smith, LLC5,4705,765+2950.540.75+0.20buy
Encompass More Asset Management440734+2940.050.11+0.06buy
Forum Financial Management, LP4,8685,159+2910.050.07+0.02buy
SAPIENT CAPITAL LLC10,86711,149+2820.120.16+0.04buy
Legacy Advisors, LLC9831,263+2800.080.13+0.04buy
WEATHERLY ASSET MANAGEMENT L. P.5,9716,231+2600.340.47+0.13buy
Independence Bank of Kentucky2,3722,623+2510.210.31+0.10buy
Interchange Capital Partners, LLC1,2081,455+2470.140.29+0.15buy
CAPITAL ADVISORS INC/OK4,3744,618+2440.050.07+0.02buy
First Bank & Trust626849+2230.070.13+0.06buy
Abundance Wealth Counselors499716+2170.050.05-0.00buy
Ellsworth Advisors, LLC4,6264,839+2130.620.73+0.11buy
Western Financial Corp/CA6,8427,055+2131.902.20+0.30buy
Trust Point Inc.4,2684,478+2100.260.40+0.14buy
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.2,7622,966+2040.120.18+0.06buy
DRIVE WEALTH MANAGEMENT, LLC5,3755,579+2040.801.06+0.26buy
Fjell Capital, LLC442641+1990.240.47+0.22buy
Brookwood Investment Group LLC2,8733,069+1960.260.38+0.12buy
Bensler, LLC1,8102,003+1930.130.19+0.06buy
Waldron Private Wealth LLC3,5773,769+1920.100.14+0.04buy
Enclave Advisors LLC3,4673,658+1910.350.51+0.16buy
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