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 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.15% |
$964 - $1.14K
|
2.03K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.44% |
$964 - $1.14K
|
678
$244K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 1.07% |
$964 - $1.14K
|
283
$102K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.92% |
$964 - $1.14K
|
329
$119K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 1.8% |
$643 - $759
|
113
$40.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.14% |
$643 - $759
|
1.43K
$515K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.26% |
$643 - $759
|
786
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.19% |
$643 - $759
|
1.05K
$379K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2+ 0.33% |
$643 - $759
|
615
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.21% |
$643 - $759
|
956
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$643 - $759
|
1.63K
$587K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$643 - $759
|
845
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.29% |
$643 - $759
|
680
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2+ 0.27% |
$643 - $759
|
752
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
2+ 0.1% |
$643 - $759
|
1.98K
$713K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.1% |
$643 - $759
|
2.09K
$754K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$643 - $759
|
3.51K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 1.52% |
$643 - $759
|
134
$48.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.31% |
$643 - $759
|
657
$237K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$643 - $759
|
2
$721
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
2+ 0.26% |
$643 - $759
|
774
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$643 - $759
|
15.1K
$5.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2+ 0.21% |
$643 - $759
|
956
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2+ 0.04% |
$643 - $759
|
4.98K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2+ 0.09% |
$643 - $759
|
2.28K
$820K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2+ 0.33% |
$643 - $759
|
616
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.31% |
$643 - $759
|
637
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.07% |
$643 - $759
|
2.79K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$643 - $759
|
1.53K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.21% |
$643 - $759
|
940
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2+ 0.05% |
$643 - $759
|
3.71K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.09% |
$643 - $759
|
2.15K
$776K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$321 - $379
|
1.79K
$643K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$321 - $379
|
1.2K
$432K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1+ 0.09% |
$321 - $379
|
1.08K
$387K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$321 - $379
|
1.86K
$670K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$321 - $379
|
5.38K
$1.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.15% |
$321 - $379
|
681
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
1+ 0.12% |
$321 - $379
|
861
$310K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$321 - $379
|
862
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$321 - $379
|
849
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$321 - $379
|
805
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$321 - $379
|
2.07K
$744K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$321 - $379
|
1.46K
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$321 - $379
|
5.28K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$321 - $379
|
3.17K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$321 - $379
|
842
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$321 - $379
|
1.11K
$398K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.05% |
$321 - $379
|
2.16K
$779K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.59% |
$321 - $379
|
170
$61.3K
|