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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
360+ 117.65% |
$116K - $137K
|
666
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
356+ 10.93% |
$114K - $135K
|
3.61K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
353+ 2.06% |
$113K - $134K
|
17.5K
$6.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
352+ 8.21% |
$113K - $134K
|
4.64K
$1.69M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
348+ 11.96% |
$112K - $132K
|
3.26K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
348+ 38.84% |
$112K - $132K
|
1.24K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
348+ 28.86% |
$112K - $132K
|
1.55K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
348+ 21.67% |
$112K - $132K
|
1.95K
$711K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
346+ 18.42% |
$111K - $131K
|
2.22K
$809K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
346+ 49.71% |
$111K - $131K
|
1.04K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
346+ 27.24% |
$111K - $131K
|
1.62K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
341+ 36.59% |
$110K - $129K
|
1.27K
$463K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
336+ 20.08% |
$108K - $127K
|
2.01K
$731K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
333+ 14.43% |
$107K - $126K
|
2.64K
$961K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
332+ 9.23% |
$107K - $126K
|
3.93K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
329+ 14.11% |
$106K - $125K
|
2.66K
$968K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
326+ 51.83% |
$105K - $124K
|
955
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
324+ 2.22% |
$104K - $123K
|
14.9K
$5.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
324+ 36.65% |
$104K - $123K
|
1.21K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
320+ 11.21% |
$103K - $121K
|
3.18K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
319+ 3.08% |
$103K - $121K
|
10.7K
$3.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
319+ 2.51% |
$103K - $121K
|
13K
$4.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
319+ 1.77% |
$103K - $121K
|
18.3K
$6.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
318+ 2.36% |
$102K - $121K
|
13.8K
$5.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
316New |
$102K - $120K
|
316
$115K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
315+ 14.52% |
$101K - $119K
|
2.49K
$904K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
310+ 815.79% |
$99.7K - $118K
|
348
$127K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
308+ 1.46% |
$99K - $117K
|
21.4K
$7.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
304+ 4.66% |
$97.7K - $115K
|
6.83K
$2.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
301+ 5.17% |
$96.8K - $114K
|
6.12K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
300+ 2.79% |
$96.4K - $114K
|
11K
$4.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
300+ 1.96% |
$96.4K - $114K
|
15.6K
$5.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
298+ 10.0% |
$95.8K - $113K
|
3.28K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
296+ 7.39% |
$95.2K - $112K
|
4.3K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
296+ 46.47% |
$95.2K - $112K
|
933
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
294New |
$94.5K - $112K
|
294
$107K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
293+ 7.8% |
$94.2K - $111K
|
4.05K
$1.47M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
293+ 7.8% |
$94.2K - $111K
|
4.05K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
292+ 28.35% |
$93.9K - $111K
|
1.32K
$481K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
288+ 11.49% |
$92.6K - $109K
|
2.79K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
286+ 48.31% |
$91.9K - $108K
|
878
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
285+ 7.88% |
$91.6K - $108K
|
3.9K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
284+ 4.51% |
$91.3K - $108K
|
6.58K
$2.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
282+ 13.68% |
$90.7K - $107K
|
2.34K
$853K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
280+ 2.95% |
$90K - $106K
|
9.76K
$3.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
280+ 49.12% |
$90K - $106K
|
850
$309K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
279+ 15.98% |
$89.7K - $106K
|
2.03K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
278+ 16.15% |
$89.4K - $105K
|
2K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
273+ 11.45% |
$87.8K - $104K
|
2.66K
$967K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
272+ 16.69% |
$87.4K - $103K
|
1.9K
$692K
|