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 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$321 - $379
|
1.78K
$643K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.02% |
$321 - $379
|
5.57K
$2.01M
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$321 - $379
|
2.43K
$875K
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.1% |
$321 - $379
|
956
$345K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$321 - $379
|
1.94K
$699K
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$321 - $379
|
1.75K
$630K
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.08% |
$321 - $379
|
1.24K
$445K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.52% |
$321 - $379
|
67
$24.1K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$321 - $379
|
5.85K
$2.11M
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$321 - $379
|
2.06K
$742K
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.6% |
$321 - $379
|
168
$60.5K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.55% |
$321 - $379
|
183
$65.9K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$321 - $379
|
3.08K
$1.11M
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.13% |
$321 - $379
|
799
$288K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.04% |
$321 - $379
|
2.78K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.03% |
$321 - $379
|
3.95K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
1+ 0.07% |
$321 - $379
|
1.41K
$507K
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.15% |
$321 - $379
|
672
$242K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$321 - $379
|
26
$9.37K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1+ 0.62% |
$321 - $379
|
163
$58.7K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1- 0.14% |
$321 - $379
|
721
$260K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 0.02% |
$321 - $379
|
4.45K
$1.6M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
$321 - $379
|
1.76K
$635K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1- 0.07% |
$321 - $379
|
1.47K
$530K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 8.33% |
$321 - $379
|
11
$3.96K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1- 0.06% |
$321 - $379
|
1.59K
$572K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.31% |
$321 - $379
|
322
$116K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-1- 0.06% |
$321 - $379
|
1.68K
$605K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$321 - $379
|
5.5K
$1.98M
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1- 0.06% |
$321 - $379
|
1.65K
$593K
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 0.7% |
$321 - $379
|
142
$51.2K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2- 0.07% |
$643 - $759
|
2.88K
$1.04M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2- 0.25% |
$643 - $759
|
783
$282K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2- 0.15% |
$643 - $759
|
1.31K
$471K
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2- 0.12% |
$643 - $759
|
1.66K
$597K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2- 0.17% |
$643 - $759
|
1.16K
$418K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.2% |
$643 - $759
|
1.01K
$362K
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-2- 0.2% |
$643 - $759
|
1.01K
$362K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2- 0.06% |
$643 - $759
|
3.52K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2- 0.17% |
$643 - $759
|
1.15K
$414K
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2- 8.7% |
$643 - $759
|
21
$7.57K
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2- 0.21% |
$643 - $759
|
932
$336K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.14% |
$964 - $1.14K
|
2.07K
$745K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 2.75% |
$964 - $1.14K
|
106
$38.2K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-3- 0.37% |
$964 - $1.14K
|
810
$292K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-4- 0.45% |
$1.29K - $1.52K
|
883
$318K
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-4- 0.02% |
$1.29K - $1.52K
|
26.2K
$9.45M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4- 0.41% |
$1.29K - $1.52K
|
968
$349K
|