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
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 22.09% |
$11.6K - $13.7K
|
199
$71.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
35+ 1.58% |
$11.3K - $13.3K
|
2.25K
$811K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
35+ 4.19% |
$11.3K - $13.3K
|
870
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35+ 18.52% |
$11.3K - $13.3K
|
224
$80.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
34+ 19.43% |
$10.9K - $12.9K
|
209
$75.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
33+ 5.58% |
$10.6K - $12.5K
|
624
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 1.65% |
$10.3K - $12.1K
|
1.97K
$710K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 1.43% |
$10.3K - $12.1K
|
2.28K
$821K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
31+ 0.97% |
$9.97K - $11.8K
|
3.22K
$1.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
31+ 1.19% |
$9.97K - $11.8K
|
2.64K
$950K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
31+ 2.86% |
$9.97K - $11.8K
|
1.12K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
31+ 0.09% |
$9.97K - $11.8K
|
32.9K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
31+ 1.81% |
$9.97K - $11.8K
|
1.74K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
30+ 2.77% |
$9.64K - $11.4K
|
1.11K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
30+ 1.41% |
$9.64K - $11.4K
|
2.16K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
30+ 0.73% |
$9.64K - $11.4K
|
4.16K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
29+ 3.41% |
$9.32K - $11K
|
880
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
29+ 0.88% |
$9.32K - $11K
|
3.31K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
29+ 2.65% |
$9.32K - $11K
|
1.12K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
29+ 2.1% |
$9.32K - $11K
|
1.41K
$509K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
29+ 0.8% |
$9.32K - $11K
|
3.66K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
28+ 2.52% |
$9K - $10.6K
|
1.14K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
28New |
$9K - $10.6K
|
28
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28+ 2.55% |
$9K - $10.6K
|
1.13K
$406K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
27+ 4.09% |
$8.68K - $10.2K
|
687
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
26+ 0.15% |
$8.36K - $9.86K
|
16.8K
$6.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26New |
$8.36K - $9.86K
|
26
$9.37K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
26+ 2.04% |
$8.36K - $9.86K
|
1.3K
$469K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
25+ 0.92% |
$8.04K - $9.48K
|
2.76K
$993K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 3.58% |
$8.04K - $9.48K
|
723
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
25+ 1.88% |
$8.04K - $9.48K
|
1.36K
$488K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
25+ 0.82% |
$8.04K - $9.48K
|
3.07K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 1.44% |
$8.04K - $9.48K
|
1.77K
$636K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25+ 250.0% |
$8.04K - $9.48K
|
35
$12.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
25+ 0.66% |
$8.04K - $9.48K
|
3.81K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
25+ 0.4% |
$8.04K - $9.48K
|
6.31K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24+ 2.37% |
$7.72K - $9.1K
|
1.04K
$374K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
24+ 3.42% |
$7.72K - $9.1K
|
725
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24+ 1.16% |
$7.72K - $9.1K
|
2.09K
$752K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
24+ 1.94% |
$7.72K - $9.1K
|
1.26K
$456K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 3.81% |
$7.72K - $9.1K
|
654
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24+ 2.33% |
$7.72K - $9.1K
|
1.05K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
23+ 1.12% |
$7.39K - $8.72K
|
2.08K
$749K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
23+ 1.69% |
$7.39K - $8.72K
|
1.39K
$499K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22+ 5.9% |
$7.07K - $8.34K
|
395
$142K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
22+ 2.64% |
$7.07K - $8.34K
|
854
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
22+ 0.91% |
$7.07K - $8.34K
|
2.43K
$876K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
22+ 0.18% |
$7.07K - $8.34K
|
12.5K
$4.49M
|