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
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 23.33% |
$2.25K - $2.66K
|
37
$14.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7+ 0.49% |
$2.25K - $2.66K
|
1.43K
$577K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.24% |
$2.25K - $2.66K
|
2.88K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7+ 0.64% |
$2.25K - $2.66K
|
1.1K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7+ 0.45% |
$2.25K - $2.66K
|
1.55K
$625K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.36% |
$1.93K - $2.28K
|
1.67K
$670K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.28% |
$1.93K - $2.28K
|
2.15K
$864K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6+ 0.94% |
$1.93K - $2.28K
|
643
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.53% |
$1.93K - $2.28K
|
1.14K
$458K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.32% |
$1.93K - $2.28K
|
1.88K
$754K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6+ 0.82% |
$1.93K - $2.28K
|
740
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
6+ 0.1% |
$1.93K - $2.28K
|
6.06K
$2.44M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.93K - $2.28K
|
6
$2.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.3% |
$1.93K - $2.28K
|
1.98K
$796K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6+ 0.67% |
$1.93K - $2.28K
|
897
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.4% |
$1.93K - $2.28K
|
1.51K
$609K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6+ 0.17% |
$1.93K - $2.28K
|
3.53K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
5+ 0.32% |
$1.61K - $1.9K
|
1.55K
$625K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.11% |
$1.61K - $1.9K
|
4.74K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 3.97% |
$1.61K - $1.9K
|
131
$52.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$1.61K - $1.9K
|
9.35K
$3.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$1.61K - $1.9K
|
1.84K
$741K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 3.65% |
$1.61K - $1.9K
|
142
$57.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
5+ 0.33% |
$1.61K - $1.9K
|
1.51K
$607K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.36% |
$1.61K - $1.9K
|
1.39K
$560K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5+ 0.35% |
$1.61K - $1.9K
|
1.43K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5+ 0.12% |
$1.61K - $1.9K
|
4.15K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.19% |
$1.61K - $1.9K
|
2.63K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.13% |
$1.61K - $1.9K
|
3.88K
$1.56M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5+ 0.07% |
$1.61K - $1.9K
|
7.37K
$2.96M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.29K - $1.52K
|
1.14K
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 2.14% |
$1.29K - $1.52K
|
191
$76.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.38% |
$1.29K - $1.52K
|
1.05K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.39% |
$1.29K - $1.52K
|
1.04K
$418K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 11.76% |
$1.29K - $1.52K
|
38
$15.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$1.29K - $1.52K
|
1.87K
$752K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 3.45% |
$1.29K - $1.52K
|
120
$48.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.59% |
$1.29K - $1.52K
|
680
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
4+ 0.6% |
$1.29K - $1.52K
|
667
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.18% |
$1.29K - $1.52K
|
2.18K
$876K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.12% |
$1.29K - $1.52K
|
3.44K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 2.58% |
$1.29K - $1.52K
|
159
$63.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4+ 0.42% |
$1.29K - $1.52K
|
958
$385K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
4+ 0.26% |
$1.29K - $1.52K
|
1.56K
$627K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.16% |
$1.29K - $1.52K
|
2.58K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.11% |
$964 - $1.14K
|
2.8K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$964 - $1.14K
|
3.96K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.71% |
$964 - $1.14K
|
427
$172K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.33% |
$964 - $1.14K
|
922
$371K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$964 - $1.14K
|
17.7K
$7.13M
|