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 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 3.49% |
$33.1K - $39.1K
|
3.06K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
102+ 0.48% |
$32.8K - $38.7K
|
21.5K
$7.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
102+ 1.28% |
$32.8K - $38.7K
|
8.07K
$2.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100+ 6.99% |
$32.1K - $37.9K
|
1.53K
$557K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 7.01% |
$32.1K - $37.9K
|
1.53K
$556K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
100+ 6.99% |
$32.1K - $37.9K
|
1.53K
$557K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
100+ 1.06% |
$32.1K - $37.9K
|
9.53K
$3.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
100+ 6.18% |
$32.1K - $37.9K
|
1.72K
$625K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
100+ 2.28% |
$32.1K - $37.9K
|
4.48K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 10.42% |
$32.1K - $37.9K
|
1.06K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 16.42% |
$32.1K - $37.9K
|
709
$258K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
100+ 11.24% |
$32.1K - $37.9K
|
990
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
99New |
$31.8K - $37.6K
|
99
$36K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
99+ 5.81% |
$31.8K - $37.6K
|
1.8K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
98+ 1.74% |
$31.5K - $37.2K
|
5.74K
$2.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
97+ 3.65% |
$31.2K - $36.8K
|
2.76K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
96+ 11.44% |
$30.9K - $36.4K
|
935
$340K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
95+ 12.82% |
$30.5K - $36K
|
836
$304K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.58% |
$30.5K - $36K
|
16.4K
$5.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
94+ 5.08% |
$30.2K - $35.7K
|
1.95K
$708K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
94+ 0.87% |
$30.2K - $35.7K
|
10.9K
$3.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
93+ 16.85% |
$29.9K - $35.3K
|
645
$235K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
93+ 5.63% |
$29.9K - $35.3K
|
1.75K
$635K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
92+ 6.32% |
$29.6K - $34.9K
|
1.55K
$563K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
90+ 2.65% |
$28.9K - $34.1K
|
3.48K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
89+ 1.9% |
$28.6K - $33.8K
|
4.77K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
88+ 4.3% |
$28.3K - $33.4K
|
2.14K
$777K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
88+ 13.52% |
$28.3K - $33.4K
|
739
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
87New |
$28K - $33K
|
87
$31.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
87+ 1.34% |
$28K - $33K
|
6.56K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86+ 5.37% |
$27.6K - $32.6K
|
1.69K
$614K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
85+ 1.24% |
$27.3K - $32.2K
|
6.96K
$2.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
85+ 6.27% |
$27.3K - $32.2K
|
1.44K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
85+ 2.59% |
$27.3K - $32.2K
|
3.36K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
84+ 215.38% |
$27K - $31.9K
|
123
$44.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
84+ 2.72% |
$27K - $31.9K
|
3.17K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
84+ 1.87% |
$27K - $31.9K
|
4.57K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
84+ 1.21% |
$27K - $31.9K
|
7.04K
$2.56M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
84+ 2.34% |
$27K - $31.9K
|
3.67K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
83New |
$26.7K - $31.5K
|
83
$30.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
82+ 14.26% |
$26.4K - $31.1K
|
657
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
81+ 6.98% |
$26K - $30.7K
|
1.24K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
81+ 9.12% |
$26K - $30.7K
|
969
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
81+ 2.9% |
$26K - $30.7K
|
2.88K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
80+ 5.26% |
$25.7K - $30.3K
|
1.6K
$583K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
79+ 1.54% |
$25.4K - $30K
|
5.2K
$1.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
79+ 1.06% |
$25.4K - $30K
|
7.53K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
79+ 9.44% |
$25.4K - $30K
|
916
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
79+ 1.66% |
$25.4K - $30K
|
4.85K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
79+ 14.08% |
$25.4K - $30K
|
640
$233K
|