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 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
134+ 0.77% |
$43.1K - $50.8K
|
17.6K
$6.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
133+ 4.54% |
$42.8K - $50.4K
|
3.06K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
133+ 0.29% |
$42.8K - $50.4K
|
46.5K
$16.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
133+ 0.95% |
$42.8K - $50.4K
|
14.1K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
133+ 2.81% |
$42.8K - $50.4K
|
4.86K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
130+ 5.39% |
$41.8K - $49.3K
|
2.54K
$925K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
130+ 18.34% |
$41.8K - $49.3K
|
839
$305K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
130+ 99.24% |
$41.8K - $49.3K
|
261
$95K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
129+ 15.54% |
$41.5K - $48.9K
|
959
$349K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
129+ 0.48% |
$41.5K - $48.9K
|
26.9K
$9.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
129+ 0.81% |
$41.5K - $48.9K
|
16.1K
$5.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
128+ 10.62% |
$41.1K - $48.6K
|
1.33K
$485K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
127+ 16.37% |
$40.8K - $48.2K
|
903
$329K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
126New |
$40.5K - $47.8K
|
126
$45.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
126+ 1.29% |
$40.5K - $47.8K
|
9.88K
$3.6M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
124+ 16.67% |
$39.9K - $47K
|
868
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
124+ 14.94% |
$39.9K - $47K
|
954
$347K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
122+ 10.6% |
$39.2K - $46.3K
|
1.27K
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
122+ 0.94% |
$39.2K - $46.3K
|
13.1K
$4.77M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
121+ 0.55% |
$38.9K - $45.9K
|
22.1K
$8.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
120+ 3.8% |
$38.6K - $45.5K
|
3.28K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
120+ 2.16% |
$38.6K - $45.5K
|
5.67K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
120+ 9.09% |
$38.6K - $45.5K
|
1.44K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
120+ 1.34% |
$38.6K - $45.5K
|
9.09K
$3.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
119+ 29.02% |
$38.3K - $45.1K
|
529
$192K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
118+ 4.14% |
$37.9K - $44.8K
|
2.97K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
118+ 19.77% |
$37.9K - $44.8K
|
715
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117+ 17.54% |
$37.6K - $44.4K
|
784
$285K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
116+ 2.85% |
$37.3K - $44K
|
4.18K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
114+ 7.08% |
$36.6K - $43.2K
|
1.72K
$627K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
113+ 1.6% |
$36.3K - $42.9K
|
7.2K
$2.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
112+ 1.71% |
$36K - $42.5K
|
6.64K
$2.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
112+ 11.26% |
$36K - $42.5K
|
1.11K
$403K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112+ 3.36% |
$36K - $42.5K
|
3.45K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
111+ 8.36% |
$35.7K - $42.1K
|
1.44K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
111+ 10.64% |
$35.7K - $42.1K
|
1.15K
$420K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
111+ 14.25% |
$35.7K - $42.1K
|
890
$324K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
110+ 3.65% |
$35.4K - $41.7K
|
3.12K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
110+ 0.74% |
$35.4K - $41.7K
|
15K
$5.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 5.76% |
$35.4K - $41.7K
|
2.02K
$735K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
109+ 8.38% |
$35K - $41.3K
|
1.41K
$513K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
109+ 6.71% |
$35K - $41.3K
|
1.73K
$631K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
108+ 2160.0% |
$34.7K - $41K
|
113
$41.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
108+ 14.52% |
$34.7K - $41K
|
852
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
106+ 1.09% |
$34.1K - $40.2K
|
9.82K
$3.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
105+ 3.17% |
$33.8K - $39.8K
|
3.42K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
105+ 2.43% |
$33.8K - $39.8K
|
4.43K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
104+ 14.65% |
$33.4K - $39.4K
|
814
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
104+ 6.5% |
$33.4K - $39.4K
|
1.71K
$620K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104+ 9.42% |
$33.4K - $39.4K
|
1.21K
$440K
|