Purchases and Sales Made in Q2 2024 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 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
Aug 16, 2024 Q2 2024
Invst, LLC

Indianapolis, IN
BUY
 -
696
New
$224K - $264K
696 $253K
Aug 09, 2024 Q2 2024
Black Diamond Financial, LLC

BUY
 -
692
New
$222K - $262K
692 $252K
Jul 17, 2024 Q2 2024
James J. Burns & Company, LLC

Melville, NY
BUY
 -
690
New
$222K - $262K
690 $251K
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
689
+ 13.07%
$221K - $261K
5.96K $2.17M
Aug 15, 2024 Q2 2024
Granite Fo LLC

Bedford, NH
BUY
 -
685
New
$220K - $260K
685 $249K
Jul 25, 2024 Q2 2024
Pioneer Trust Bank N A

Salem, OR
BUY
 -
683
New
$220K - $259K
683 $249K
Aug 08, 2024 Q2 2024
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
682
+ 1.93%
$219K - $259K
36K $13.1M
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
680
+ 2.47%
$219K - $258K
28.2K $10.3M
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
680
+ 2.47%
$219K - $258K
28.2K $10.3M
Aug 13, 2024 Q2 2024
Red Mountain Financial, LLC

Fort Collins, CO
BUY
 -
661
New
$212K - $251K
661 $241K
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
655
+ 22.52%
$211K - $248K
3.56K $1.3M
Aug 09, 2024 Q2 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
652
New
$210K - $247K
652 $237K
Jul 01, 2024 Q2 2024
Capital Market Strategies LLC

BUY
 -
650
New
$209K - $247K
650 $237K
Jul 12, 2024 Q2 2024
Compton Wealth Advisory Group, LLC

BUY
 -
639
+ 9.55%
$205K - $242K
7.33K $2.67M
Jul 10, 2024 Q2 2024
Cullinan Associates Inc

BUY
 -
637
+ 1.52%
$205K - $242K
42.6K $15.5M
Jul 12, 2024 Q2 2024
Chemistry Wealth Management LLC

New York, NY
BUY
 -
635
New
$204K - $241K
635 $231K
Aug 09, 2024 Q2 2024
Sargent Investment Group, LLC

BUY
 -
635
+ 13.53%
$204K - $241K
5.33K $1.94M
Aug 14, 2024 Q2 2024
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
633
+ 1.78%
$203K - $240K
36.1K $13.1M
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
630
+ 5.98%
$203K - $239K
11.2K $4.07M
Aug 15, 2024 Q2 2024
Doheny Asset Management /Ca

Los Angeles, CA
BUY
 -
621
New
$200K - $236K
621 $226K
Jul 24, 2024 Q2 2024
Everhart Financial Group, Inc.

BUY
 -
617
+ 22.12%
$198K - $234K
3.41K $1.24M
Jul 10, 2024 Q2 2024
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
608
+ 13.01%
$195K - $231K
5.28K $1.92M
Nov 06, 2024 Q2 2024
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
608
+ 12.27%
$195K - $231K
5.56K $2.02M
Jul 23, 2024 Q2 2024
Nwam LLC

Mercer Island, WA
BUY
 -
607
+ 16.08%
$195K - $230K
4.38K $1.59M
Aug 05, 2024 Q2 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
607
New
$195K - $230K
607 $221K
Jul 30, 2024 Q2 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
604
New
$194K - $229K
604 $220K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
603
New
$194K - $229K
603 $219K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
602
+ 3.29%
$194K - $228K
18.9K $6.89M
Aug 12, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
602
+ 38.84%
$194K - $228K
2.15K $783K
Aug 09, 2024 Q2 2024
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
595
+ 8.1%
$191K - $226K
7.94K $2.89M
Aug 21, 2024 Q2 2024
Advisory Alpha, LLC

BUY
 -
595
+ 17.07%
$191K - $226K
4.08K $1.49M
Aug 14, 2024 Q2 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
588
+ 17.63%
$189K - $223K
3.92K $1.43M
Jul 30, 2024 Q2 2024
United Capital Management Of Ks, Inc.

BUY
 -
587
+ 2.04%
$189K - $223K
29.4K $10.7M
Aug 13, 2024 Q2 2024
Venture Visionary Partners LLC

BUY
 -
577
+ 2.11%
$185K - $219K
27.9K $10.1M
Jul 19, 2024 Q2 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
572
+ 14.31%
$184K - $217K
4.57K $1.66M
Aug 09, 2024 Q2 2024
Eagle Claw Capital Managment, LLC

Boston, MA
BUY
 -
570
+ 3.66%
$183K - $216K
16.1K $5.87M
Aug 12, 2024 Q2 2024
Measured Wealth Private Client Group, LLC

BUY
 -
570
+ 27.08%
$183K - $216K
2.68K $973K
Jul 25, 2024 Q2 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
568
+ 8.08%
$183K - $215K
7.6K $2.76M
Jul 22, 2024 Q2 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
560
+ 5.28%
$180K - $212K
11.2K $4.06M
Aug 05, 2024 Q2 2024
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
560
+ 38.46%
$180K - $212K
2.02K $734K
Jul 15, 2024 Q2 2024
Lvw Advisors, LLC

BUY
 -
555
+ 20.66%
$178K - $211K
3.24K $1.18M
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
553
+ 4.15%
$178K - $210K
13.9K $5.05M
Jul 02, 2024 Q2 2024
Hudson Valley Investment Advisors Inc

BUY
 -
552
+ 21.16%
$177K - $209K
3.16K $1.15M
Jul 31, 2024 Q2 2024
La Banque Postale Asset Management Sa

Paris, I0
BUY
 -
549
+ 1.57%
$176K - $208K
35.5K $12.9M
Aug 02, 2024 Q2 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
549
+ 5.14%
$176K - $208K
11.2K $4.09M
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
534
+ 1.44%
$172K - $203K
37.7K $13.7M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
532
+ 3.83%
$171K - $202K
14.4K $5.25M
Aug 13, 2024 Q2 2024
Moran Wealth Management, LLC

Naples, FL
BUY
 -
532
+ 0.97%
$171K - $202K
55.3K $20.1M
Aug 08, 2024 Q2 2024
Wrapmanager Inc

BUY
 -
521
+ 15.05%
$167K - $198K
3.98K $1.45M

Track Institutional and Insider Activities on CAT

Follow CATERPILLAR INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CAT shares.

Notify only if

Insider Trading

Get notified when an Caterpillar Inc insider buys or sells CAT shares.

Notify only if

News

Receive news related to CATERPILLAR INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CAT