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 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
198+ 0.9% |
$63.7K - $75.1K
|
22.1K
$8.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
197+ 2.62% |
$63.3K - $74.7K
|
7.72K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
195+ 0.35% |
$62.7K - $74K
|
56.6K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
195+ 34.39% |
$62.7K - $74K
|
762
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
192+ 1.25% |
$61.7K - $72.8K
|
15.6K
$5.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
190+ 3.71% |
$61.1K - $72.1K
|
5.31K
$1.93M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
189+ 39.38% |
$60.8K - $71.7K
|
669
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189+ 27.84% |
$60.8K - $71.7K
|
868
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
185+ 6.1% |
$59.5K - $70.2K
|
3.22K
$1.17M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
183+ 18.25% |
$58.8K - $69.4K
|
1.19K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
178+ 5.15% |
$57.2K - $67.5K
|
3.64K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
177+ 8.42% |
$56.9K - $67.1K
|
2.28K
$830K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
176+ 2.19% |
$56.6K - $66.8K
|
8.2K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
176+ 1.8% |
$56.6K - $66.8K
|
9.95K
$3.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
175+ 55.03% |
$56.3K - $66.4K
|
493
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
175+ 21.06% |
$56.3K - $66.4K
|
1.01K
$366K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
173+ 3.96% |
$55.6K - $65.6K
|
4.55K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
173+ 2.78% |
$55.6K - $65.6K
|
6.4K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
172+ 1.16% |
$55.3K - $65.2K
|
15K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
172+ 13.64% |
$55.3K - $65.2K
|
1.43K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
170+ 0.3% |
$54.6K - $64.5K
|
56.3K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
170+ 0.57% |
$54.6K - $64.5K
|
30.2K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
169+ 1.44% |
$54.3K - $64.1K
|
11.9K
$4.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
169+ 1.22% |
$54.3K - $64.1K
|
14K
$5.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
166+ 27.44% |
$53.4K - $63K
|
771
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
165+ 25.35% |
$53K - $62.6K
|
816
$297K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
164+ 1.55% |
$52.7K - $62.2K
|
10.7K
$3.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
160+ 0.85% |
$51.4K - $60.7K
|
18.9K
$6.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
159+ 0.78% |
$51.1K - $60.3K
|
20.5K
$7.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
158+ 1.91% |
$50.8K - $59.9K
|
8.41K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
158+ 2.48% |
$50.8K - $59.9K
|
6.54K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
158+ 14.01% |
$50.8K - $59.9K
|
1.29K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
158+ 5.12% |
$50.8K - $59.9K
|
3.24K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
157+ 1.57% |
$50.5K - $59.6K
|
10.2K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
154+ 19.27% |
$49.5K - $58.4K
|
953
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
153+ 0.22% |
$49.2K - $58K
|
68.8K
$25M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
152+ 6.09% |
$48.9K - $57.7K
|
2.65K
$963K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
150+ 11.03% |
$48.2K - $56.9K
|
1.51K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 2.12% |
$48.2K - $56.9K
|
7.22K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
148+ 1.2% |
$47.6K - $56.1K
|
12.5K
$4.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
147New |
$47.3K - $55.8K
|
147
$53.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
145+ 2.08% |
$46.6K - $55K
|
7.12K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
142+ 22.29% |
$45.6K - $53.9K
|
779
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
140New |
$45K - $53.1K
|
140
$50.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
139+ 16.93% |
$44.7K - $52.7K
|
960
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
138+ 4.26% |
$44.4K - $52.3K
|
3.38K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
137+ 2.88% |
$44K - $52K
|
4.89K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
137+ 17.68% |
$44K - $52K
|
912
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 2.8% |
$43.4K - $51.2K
|
4.97K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
134+ 1.26% |
$43.1K - $50.8K
|
10.8K
$3.93M
|