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 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
78+ 7.8% |
$25.1K - $29.6K
|
1.08K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
77+ 1.08% |
$24.8K - $29.2K
|
7.19K
$2.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
76+ 0.62% |
$24.4K - $28.8K
|
12.3K
$4.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
76+ 0.4% |
$24.4K - $28.8K
|
19.1K
$6.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
74+ 7.81% |
$23.8K - $28.1K
|
1.02K
$368K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
74+ 0.42% |
$23.8K - $28.1K
|
17.6K
$6.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
74+ 1.27% |
$23.8K - $28.1K
|
5.9K
$2.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
74+ 3.07% |
$23.8K - $28.1K
|
2.49K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
74+ 1.36% |
$23.8K - $28.1K
|
5.52K
$1.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
73+ 0.34% |
$23.5K - $27.7K
|
21.7K
$7.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
73+ 3.59% |
$23.5K - $27.7K
|
2.1K
$758K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
73+ 3.96% |
$23.5K - $27.7K
|
1.92K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
73New |
$23.5K - $27.7K
|
73
$26.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
72+ 3.52% |
$23.1K - $27.3K
|
2.12K
$764K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 4.25% |
$23.1K - $27.3K
|
1.77K
$636K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
71+ 4.33% |
$22.8K - $26.9K
|
1.71K
$616K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 12.68% |
$22.8K - $26.9K
|
631
$227K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
70+ 3.94% |
$22.5K - $26.6K
|
1.85K
$665K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 7.49% |
$22.5K - $26.6K
|
1.01K
$362K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 2.02% |
$22.5K - $26.6K
|
3.54K
$1.27M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
70New |
$22.5K - $26.6K
|
70
$25.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69+ 2.52% |
$22.2K - $26.2K
|
2.81K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
68+ 3.06% |
$21.9K - $25.8K
|
2.29K
$826K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 4.68% |
$21.5K - $25.4K
|
1.5K
$540K
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
67+ 0.58% |
$21.5K - $25.4K
|
11.6K
$4.18M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 4.68% |
$21.5K - $25.4K
|
1.5K
$540K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
66+ 0.35% |
$21.2K - $25K
|
18.7K
$6.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
66+ 0.2% |
$21.2K - $25K
|
33.2K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
66+ 0.36% |
$21.2K - $25K
|
18.7K
$6.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
65+ 2.91% |
$20.9K - $24.7K
|
2.3K
$827K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.18% |
$20.6K - $24.3K
|
5.48K
$1.97M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
64+ 8.63% |
$20.6K - $24.3K
|
806
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
63+ 6.73% |
$20.3K - $23.9K
|
999
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
63+ 0.57% |
$20.3K - $23.9K
|
11.1K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
62+ 6.2% |
$19.9K - $23.5K
|
1.06K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
BUY
|
- |
61+ 1.48% |
$19.6K - $23.1K
|
4.19K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
61+ 10.57% |
$19.6K - $23.1K
|
638
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
60+ 0.95% |
$19.3K - $22.8K
|
6.36K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
60+ 10.19% |
$19.3K - $22.8K
|
649
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
60+ 9.9% |
$19.3K - $22.8K
|
666
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 2.26% |
$19.3K - $22.8K
|
2.71K
$977K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
58+ 4.1% |
$18.6K - $22K
|
1.47K
$530K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
58+ 2.91% |
$18.6K - $22K
|
2.05K
$738K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
57+ 1.38% |
$18.3K - $21.6K
|
4.19K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
57+ 3.44% |
$18.3K - $21.6K
|
1.71K
$617K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
57+ 0.99% |
$18.3K - $21.6K
|
5.81K
$2.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
57+ 4.77% |
$18.3K - $21.6K
|
1.25K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
55New |
$17.7K - $20.9K
|
55
$19.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
53+ 0.47% |
$17K - $20.1K
|
11.3K
$4.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
53+ 3.63% |
$17K - $20.1K
|
1.52K
$546K
|