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 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.79% |
$17K - $20.1K
|
6.72K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
52+ 4.54% |
$16.7K - $19.7K
|
1.2K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
52+ 0.69% |
$16.7K - $19.7K
|
7.62K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
52+ 6.12% |
$16.7K - $19.7K
|
902
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
52+ 1.09% |
$16.7K - $19.7K
|
4.84K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
51+ 5.82% |
$16.4K - $19.3K
|
928
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
51+ 1.32% |
$16.4K - $19.3K
|
3.9K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
50+ 8.22% |
$16.1K - $19K
|
658
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$18K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
50+ 23.92% |
$16.1K - $19K
|
259
$93.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 1.64% |
$16.1K - $19K
|
3.1K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
50+ 0.07% |
$16.1K - $19K
|
72.4K
$26.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
50+ 1.42% |
$16.1K - $19K
|
3.58K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 4.1% |
$16.1K - $19K
|
1.27K
$458K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
50+ 2.74% |
$16.1K - $19K
|
1.87K
$675K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
50+ 2.76% |
$16.1K - $19K
|
1.86K
$671K
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
49+ 0.07% |
$15.8K - $18.6K
|
66.8K
$24.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
49+ 1.04% |
$15.8K - $18.6K
|
4.77K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
48+ 1.27% |
$15.4K - $18.2K
|
3.83K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
48New |
$15.4K - $18.2K
|
48
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
47+ 0.3% |
$15.1K - $17.8K
|
15.9K
$5.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
46+ 1.32% |
$14.8K - $17.4K
|
3.54K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
46+ 0.18% |
$14.8K - $17.4K
|
25.9K
$9.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
BUY
|
- |
45+ 3.73% |
$14.5K - $17.1K
|
1.25K
$451K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
45+ 0.49% |
$14.5K - $17.1K
|
9.31K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
45+ 0.88% |
$14.5K - $17.1K
|
5.18K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
45+ 1.93% |
$14.5K - $17.1K
|
2.37K
$855K
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
43+ 3.84% |
$13.8K - $16.3K
|
1.16K
$419K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
43+ 3.84% |
$13.8K - $16.3K
|
1.16K
$419K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
42+ 2.4% |
$13.5K - $15.9K
|
1.79K
$646K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
42+ 0.74% |
$13.5K - $15.9K
|
5.68K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41+ 2.08% |
$13.2K - $15.6K
|
2.01K
$724K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
41+ 4.6% |
$13.2K - $15.6K
|
932
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
41+ 1.51% |
$13.2K - $15.6K
|
2.76K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
41+ 1.36% |
$13.2K - $15.6K
|
3.05K
$1.1M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
40+ 0.84% |
$12.9K - $15.2K
|
4.79K
$1.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
39+ 18.48% |
$12.5K - $14.8K
|
250
$90.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 557.14% |
$12.5K - $14.8K
|
46
$16.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
39+ 4.8% |
$12.5K - $14.8K
|
852
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
39+ 5.98% |
$12.5K - $14.8K
|
691
$249K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
38+ 0.67% |
$12.2K - $14.4K
|
5.72K
$2.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
38+ 6.75% |
$12.2K - $14.4K
|
601
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38+ 2.51% |
$12.2K - $14.4K
|
1.55K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38+ 21.47% |
$12.2K - $14.4K
|
215
$77.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
37+ 5.39% |
$11.9K - $14K
|
724
$261K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
37+ 5.85% |
$11.9K - $14K
|
670
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
37+ 0.48% |
$11.9K - $14K
|
7.78K
$2.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
37+ 1.75% |
$11.9K - $14K
|
2.15K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
37+ 0.54% |
$11.9K - $14K
|
6.93K
$2.5M
|