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 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.38% |
$3.86K - $4.55K
|
3.18K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 3.33% |
$3.86K - $4.55K
|
372
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12+ 1.91% |
$3.86K - $4.55K
|
639
$230K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
12+ 1.31% |
$3.86K - $4.55K
|
930
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 0.89% |
$3.86K - $4.55K
|
1.36K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.96% |
$3.86K - $4.55K
|
1.26K
$453K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.71% |
$3.54K - $4.17K
|
1.57K
$564K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
11+ 1.69% |
$3.54K - $4.17K
|
661
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
11+ 0.19% |
$3.54K - $4.17K
|
5.77K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.26% |
$3.54K - $4.17K
|
4.28K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
11+ 0.07% |
$3.54K - $4.17K
|
15.6K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.12% |
$3.54K - $4.17K
|
8.9K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.71% |
$3.54K - $4.17K
|
1.56K
$561K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 45.83% |
$3.54K - $4.17K
|
35
$12.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
10+ 0.57% |
$3.21K - $3.79K
|
1.75K
$631K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10+ 1.59% |
$3.21K - $3.79K
|
638
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 0.63% |
$3.21K - $3.79K
|
1.59K
$573K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10+ 0.9% |
$3.21K - $3.79K
|
1.12K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
10+ 1.54% |
$3.21K - $3.79K
|
658
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 1.12% |
$3.21K - $3.79K
|
902
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10+ 0.52% |
$3.21K - $3.79K
|
1.92K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
10+ 0.01% |
$3.21K - $3.79K
|
71.6K
$25.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 9.52% |
$3.21K - $3.79K
|
115
$41.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
10+ 0.06% |
$3.21K - $3.79K
|
16.7K
$6.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.29% |
$3.21K - $3.79K
|
3.45K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.74% |
$3.21K - $3.79K
|
1.36K
$490K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.33% |
$2.89K - $3.41K
|
2.77K
$999K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 2.93% |
$2.89K - $3.41K
|
316
$114K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
9+ 0.31% |
$2.89K - $3.41K
|
2.93K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 3.28% |
$2.89K - $3.41K
|
283
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9+ 0.86% |
$2.89K - $3.41K
|
1.05K
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.35% |
$2.89K - $3.41K
|
2.58K
$929K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
9+ 1.35% |
$2.89K - $3.41K
|
677
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 1.16% |
$2.89K - $3.41K
|
788
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9+ 1.13% |
$2.89K - $3.41K
|
809
$292K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 0.16% |
$2.57K - $3.03K
|
5.02K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
8+ 1.06% |
$2.57K - $3.03K
|
760
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.14% |
$2.57K - $3.03K
|
5.61K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
7+ 0.27% |
$2.25K - $2.66K
|
2.6K
$936K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 23.33% |
$2.25K - $2.66K
|
37
$13.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7+ 0.49% |
$2.25K - $2.66K
|
1.43K
$517K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.24% |
$2.25K - $2.66K
|
2.88K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7+ 0.64% |
$2.25K - $2.66K
|
1.1K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7+ 0.45% |
$2.25K - $2.66K
|
1.55K
$560K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.36% |
$1.93K - $2.28K
|
1.67K
$601K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.28% |
$1.93K - $2.28K
|
2.15K
$774K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6+ 0.94% |
$1.93K - $2.28K
|
643
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.53% |
$1.93K - $2.28K
|
1.14K
$410K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.32% |
$1.93K - $2.28K
|
1.88K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6+ 0.82% |
$1.93K - $2.28K
|
740
$267K
|