Purchases and Sales Made in Q2 2024 in Caterpillar Inc (CAT)
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 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
532+ 0.97% |
$171K - $202K
|
55.3K
$19.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
521+ 15.05% |
$167K - $198K
|
3.98K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
520New |
$167K - $197K
|
520
$180K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
515+ 3.61% |
$166K - $195K
|
14.8K
$5.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
503+ 8.44% |
$162K - $191K
|
6.46K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
502+ 5.62% |
$161K - $190K
|
9.43K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
500+ 11.74% |
$161K - $190K
|
4.76K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
498+ 8.31% |
$160K - $189K
|
6.49K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
498+ 4.78% |
$160K - $189K
|
10.9K
$3.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
493+ 0.6% |
$158K - $187K
|
82.6K
$28.5M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
492+ 73.65% |
$158K - $187K
|
1.16K
$400K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
489+ 3.93% |
$157K - $185K
|
12.9K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
487+ 1.87% |
$157K - $185K
|
26.5K
$9.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
487+ 13.07% |
$157K - $185K
|
4.21K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
486+ 21.28% |
$156K - $184K
|
2.77K
$956K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
483+ 10.95% |
$155K - $183K
|
4.89K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
482+ 1.16% |
$155K - $183K
|
42K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
479+ 3.51% |
$154K - $182K
|
14.1K
$4.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
473+ 9.3% |
$152K - $179K
|
5.56K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
472+ 5.69% |
$152K - $179K
|
8.77K
$3.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
472+ 7.6% |
$152K - $179K
|
6.68K
$2.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
471+ 72.46% |
$151K - $179K
|
1.12K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
471+ 1.96% |
$151K - $179K
|
24.5K
$8.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
468+ 32.55% |
$150K - $178K
|
1.91K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
465+ 8.43% |
$149K - $176K
|
5.98K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
462+ 4.68% |
$149K - $175K
|
10.3K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
462+ 23.35% |
$149K - $175K
|
2.44K
$843K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
462New |
$149K - $175K
|
462
$159K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
460+ 3.11% |
$148K - $174K
|
15.2K
$5.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
458+ 1.8% |
$147K - $174K
|
25.8K
$8.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
453+ 9.59% |
$146K - $172K
|
5.18K
$1.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
450+ 7.89% |
$145K - $171K
|
6.15K
$2.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
450+ 23.17% |
$145K - $171K
|
2.39K
$826K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
447+ 1.99% |
$144K - $170K
|
22.9K
$7.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
446+ 4.94% |
$143K - $169K
|
9.48K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
440New |
$141K - $167K
|
440
$152K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
435+ 3.78% |
$140K - $165K
|
11.9K
$4.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
431+ 29.81% |
$139K - $163K
|
1.88K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
428New |
$138K - $162K
|
428
$148K
|
|
|
Feb 24, 2025
Q2 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
420+ 19.72% |
$135K - $159K
|
2.55K
$880K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
BUY
|
- |
416+ 1.05% |
$134K - $158K
|
40K
$13.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
401+ 6.27% |
$129K - $152K
|
6.79K
$2.35M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
401+ 10.13% |
$129K - $152K
|
4.36K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
401+ 42.43% |
$129K - $152K
|
1.35K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
400+ 506.33% |
$129K - $152K
|
479
$165K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
399+ 4.82% |
$128K - $151K
|
8.68K
$3M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
398+ 3.05% |
$128K - $151K
|
13.4K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
397+ 11.45% |
$128K - $151K
|
3.87K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
394+ 15.47% |
$127K - $149K
|
2.94K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
378+ 15.02% |
$122K - $143K
|
2.9K
$999K
|