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
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.27% |
$3.21K - $3.79K
|
3.69K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-11- 1.33% |
$3.54K - $4.17K
|
818
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11- 0.35% |
$3.54K - $4.17K
|
3.11K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11- 6.51% |
$3.54K - $4.17K
|
158
$56.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-12- 0.48% |
$3.86K - $4.55K
|
2.47K
$889K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-12- 0.21% |
$3.86K - $4.55K
|
5.71K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 1.08% |
$3.86K - $4.55K
|
1.1K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-12- 0.66% |
$3.86K - $4.55K
|
1.81K
$652K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-12- 0.21% |
$3.86K - $4.55K
|
5.82K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-12- 0.09% |
$3.86K - $4.55K
|
13K
$4.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-12- 0.19% |
$3.86K - $4.55K
|
6.28K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.6% |
$3.86K - $4.55K
|
1.98K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-12- 0.28% |
$3.86K - $4.55K
|
4.34K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-12- 1.87% |
$3.86K - $4.55K
|
630
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-13- 0.63% |
$4.18K - $4.93K
|
2.04K
$734K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-13- 0.72% |
$4.18K - $4.93K
|
1.8K
$648K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-13- 0.7% |
$4.18K - $4.93K
|
1.84K
$662K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-13- 0.38% |
$4.18K - $4.93K
|
3.38K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-14- 0.59% |
$4.5K - $5.31K
|
2.34K
$843K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-14- 1.53% |
$4.5K - $5.31K
|
900
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-14- 0.03% |
$4.5K - $5.31K
|
40.2K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-14- 0.21% |
$4.5K - $5.31K
|
6.8K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.16% |
$4.5K - $5.31K
|
8.87K
$3.2M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-14- 1.59% |
$4.5K - $5.31K
|
866
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-15- 0.37% |
$4.82K - $5.69K
|
4.03K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-15- 1.59% |
$4.82K - $5.69K
|
926
$334K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-15- 0.89% |
$4.82K - $5.69K
|
1.67K
$603K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-15- 1.03% |
$4.82K - $5.69K
|
1.44K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15- 1.69% |
$4.82K - $5.69K
|
871
$314K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-16- 1.34% |
$5.14K - $6.07K
|
1.18K
$424K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16- 0.57% |
$5.14K - $6.07K
|
2.77K
$998K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-16- 1.66% |
$5.14K - $6.07K
|
945
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-16- 1.4% |
$5.14K - $6.07K
|
1.13K
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.08% |
$5.14K - $6.07K
|
21.2K
$7.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-17- 1.69% |
$5.46K - $6.45K
|
991
$357K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 1.24% |
$5.46K - $6.45K
|
1.35K
$487K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 1.38% |
$5.46K - $6.45K
|
1.22K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-17- 0.6% |
$5.46K - $6.45K
|
2.81K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-18- 0.54% |
$5.79K - $6.83K
|
3.34K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-18- 0.89% |
$5.79K - $6.83K
|
2.01K
$726K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-18- 0.2% |
$5.79K - $6.83K
|
8.87K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-18- 7.41% |
$5.79K - $6.83K
|
225
$81.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-18- 2.73% |
$5.79K - $6.83K
|
641
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-19- 0.41% |
$6.11K - $7.21K
|
4.66K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-19- 2.44% |
$6.11K - $7.21K
|
761
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-20- 0.25% |
$6.43K - $7.59K
|
8.03K
$2.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 3.9% |
$6.43K - $7.59K
|
493
$178K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-20- 2.12% |
$6.43K - $7.59K
|
922
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20- 0.22% |
$6.43K - $7.59K
|
8.91K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-20- 0.25% |
$6.43K - $7.59K
|
8.01K
$2.89M
|