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 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.52K
|
1.02K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$1.29K - $1.52K
|
1.55K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4- 0.37% |
$1.29K - $1.52K
|
1.08K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.55% |
$1.29K - $1.52K
|
723
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4- 0.44% |
$1.29K - $1.52K
|
906
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.25% |
$1.29K - $1.52K
|
1.58K
$568K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-5- 0.14% |
$1.61K - $1.9K
|
3.6K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 2.01% |
$1.61K - $1.9K
|
244
$87.9K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 0.63% |
$1.61K - $1.9K
|
790
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5- 0.32% |
$1.61K - $1.9K
|
1.56K
$561K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-5- 0.15% |
$1.61K - $1.9K
|
3.31K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5- 0.55% |
$1.61K - $1.9K
|
909
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5- 0.15% |
$1.61K - $1.9K
|
3.32K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.3% |
$1.61K - $1.9K
|
1.66K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5Closed |
$1.61K - $1.9K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.61K - $1.9K
|
15.4K
$5.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 1.47% |
$1.61K - $1.9K
|
334
$120K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6- 0.68% |
$1.93K - $2.28K
|
878
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 3.64% |
$1.93K - $2.28K
|
159
$57.3K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.15% |
$1.93K - $2.28K
|
4K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 1.6% |
$1.93K - $2.28K
|
368
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-6- 0.35% |
$1.93K - $2.28K
|
1.71K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6- 0.92% |
$1.93K - $2.28K
|
648
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6- 0.06% |
$1.93K - $2.28K
|
10.3K
$3.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-7- 0.93% |
$2.25K - $2.66K
|
743
$268K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7- 0.26% |
$2.25K - $2.66K
|
2.73K
$982K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 4.52% |
$2.25K - $2.66K
|
148
$53.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-8- 57.14% |
$2.57K - $3.03K
|
6
$2.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8- 0.32% |
$2.57K - $3.03K
|
2.53K
$912K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-8- 0.21% |
$2.57K - $3.03K
|
3.79K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8- 0.17% |
$2.57K - $3.03K
|
4.6K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 4.85% |
$2.57K - $3.03K
|
157
$56.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-8- 1.09% |
$2.57K - $3.03K
|
727
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8- 1.09% |
$2.57K - $3.03K
|
727
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8Closed |
$2.57K - $3.03K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-9- 0.59% |
$2.89K - $3.41K
|
1.51K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-9- 0.26% |
$2.89K - $3.41K
|
3.4K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9- 0.82% |
$2.89K - $3.41K
|
1.09K
$391K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-9- 0.89% |
$2.89K - $3.41K
|
1.01K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 0.97% |
$2.89K - $3.41K
|
922
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9- 0.6% |
$2.89K - $3.41K
|
1.5K
$539K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-9- 0.66% |
$2.89K - $3.41K
|
1.35K
$485K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-10- 0.21% |
$3.21K - $3.79K
|
4.87K
$1.75M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.25% |
$3.21K - $3.79K
|
3.95K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 0.21% |
$3.21K - $3.79K
|
4.8K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-10- 11.76% |
$3.21K - $3.79K
|
75
$27K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-10- 1.47% |
$3.21K - $3.79K
|
671
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-10- 1.08% |
$3.21K - $3.79K
|
920
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10- 0.11% |
$3.21K - $3.79K
|
8.96K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 0.86% |
$3.21K - $3.79K
|
1.16K
$417K
|