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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
22+ 1.68% |
$7.07K - $8.34K
|
1.33K
$480K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 6.77% |
$6.75K - $7.97K
|
331
$119K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21+ 2.9% |
$6.75K - $7.97K
|
746
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
21+ 0.37% |
$6.75K - $7.97K
|
5.62K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
21+ 210.0% |
$6.75K - $7.97K
|
31
$11.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20+ 1.29% |
$6.43K - $7.59K
|
1.57K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.85% |
$6.43K - $7.59K
|
2.36K
$852K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
20+ 0.54% |
$6.43K - $7.59K
|
3.71K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
20+ 0.08% |
$6.43K - $7.59K
|
26.7K
$9.61M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20New |
$6.43K - $7.59K
|
20
$7.21K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
20+ 0.26% |
$6.43K - $7.59K
|
7.63K
$2.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20+ 0.32% |
$6.43K - $7.59K
|
6.21K
$2.24M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
20+ 0.69% |
$6.43K - $7.59K
|
2.94K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
20+ 0.9% |
$6.43K - $7.59K
|
2.24K
$808K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20+ 0.86% |
$6.43K - $7.59K
|
2.35K
$846K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 0.38% |
$6.43K - $7.59K
|
5.22K
$1.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
19+ 0.18% |
$6.11K - $7.21K
|
10.5K
$3.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
19+ 0.44% |
$6.11K - $7.21K
|
4.35K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
19+ 0.71% |
$6.11K - $7.21K
|
2.71K
$975K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
18+ 0.42% |
$5.79K - $6.83K
|
4.32K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
18+ 0.14% |
$5.79K - $6.83K
|
12.6K
$4.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18+ 0.13% |
$5.79K - $6.83K
|
13.4K
$4.82M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18New |
$5.79K - $6.83K
|
18
$6.49K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 1.19% |
$5.46K - $6.45K
|
1.45K
$521K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17+ 1.37% |
$5.46K - $6.45K
|
1.26K
$455K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 2.91% |
$5.46K - $6.45K
|
602
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17+ 0.52% |
$5.46K - $6.45K
|
3.27K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
17+ 1.23% |
$5.46K - $6.45K
|
1.4K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
17+ 0.55% |
$5.46K - $6.45K
|
3.1K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 8.94% |
$5.14K - $6.07K
|
195
$70.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
16+ 0.93% |
$5.14K - $6.07K
|
1.73K
$623K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
15+ 0.25% |
$4.82K - $5.69K
|
6.11K
$2.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15+ 30.0% |
$4.82K - $5.69K
|
65
$23.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
15+ 1.2% |
$4.82K - $5.69K
|
1.26K
$455K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
15+ 2.15% |
$4.82K - $5.69K
|
712
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
15+ 0.5% |
$4.82K - $5.69K
|
3.03K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.71% |
$4.82K - $5.69K
|
891
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
15+ 1.08% |
$4.82K - $5.69K
|
1.41K
$507K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.77% |
$4.5K - $5.31K
|
1.82K
$657K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 0.76% |
$4.5K - $5.31K
|
1.87K
$672K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
14+ 1.02% |
$4.5K - $5.31K
|
1.39K
$501K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
14+ 0.35% |
$4.5K - $5.31K
|
4.02K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 2.83% |
$4.5K - $5.31K
|
509
$183K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
13+ 1.57% |
$4.18K - $4.93K
|
840
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
13+ 1.34% |
$4.18K - $4.93K
|
984
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.11% |
$4.18K - $4.93K
|
12.2K
$4.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.51% |
$4.18K - $4.93K
|
2.58K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13+ 0.31% |
$4.18K - $4.93K
|
4.23K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.31% |
$4.18K - $4.93K
|
4.22K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13+ 5.31% |
$4.18K - $4.93K
|
258
$93K
|