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 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21- 0.22% |
$6.75K - $7.97K
|
9.53K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22- 2.88% |
$7.07K - $8.34K
|
743
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-22- 2.45% |
$7.07K - $8.34K
|
877
$316K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-23- 0.28% |
$7.39K - $8.72K
|
8.26K
$2.98M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-23- 0.57% |
$7.39K - $8.72K
|
4.02K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-23- 0.47% |
$7.39K - $8.72K
|
4.9K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-23- 0.22% |
$7.39K - $8.72K
|
10.5K
$3.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-23- 0.86% |
$7.39K - $8.72K
|
2.65K
$956K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-24- 2.48% |
$7.72K - $9.1K
|
945
$341K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-24- 0.68% |
$7.72K - $9.1K
|
3.53K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-24- 0.27% |
$7.72K - $9.1K
|
8.84K
$3.18M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-25- 2.6% |
$8.04K - $9.48K
|
936
$337K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-25- 2.26% |
$8.04K - $9.48K
|
1.08K
$389K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 1.67% |
$8.04K - $9.48K
|
1.47K
$530K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-25- 2.1% |
$8.04K - $9.48K
|
1.17K
$420K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-25- 4.69% |
$8.04K - $9.48K
|
508
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-25- 1.25% |
$8.04K - $9.48K
|
1.98K
$715K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 0.8% |
$8.04K - $9.48K
|
3.08K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-25- 0.26% |
$8.04K - $9.48K
|
9.45K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.51% |
$8.04K - $9.48K
|
4.85K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-25- 1.28% |
$8.04K - $9.48K
|
1.93K
$696K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-26- 0.29% |
$8.36K - $9.86K
|
8.84K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-26- 0.09% |
$8.36K - $9.86K
|
27.5K
$9.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-27- 0.82% |
$8.68K - $10.2K
|
3.27K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-28- 1.85% |
$9K - $10.6K
|
1.49K
$535K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 2.73% |
$9K - $10.6K
|
997
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 1.28% |
$9K - $10.6K
|
2.16K
$778K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-29- 0.28% |
$9.32K - $11K
|
10.2K
$3.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-29- 0.44% |
$9.32K - $11K
|
6.59K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 2.29% |
$9.32K - $11K
|
1.24K
$445K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 22.73% |
$9.64K - $11.4K
|
102
$36.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-30- 0.14% |
$9.64K - $11.4K
|
20.8K
$7.49M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-30- 1.3% |
$9.64K - $11.4K
|
2.28K
$822K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-30- 1.37% |
$9.64K - $11.4K
|
2.17K
$781K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 2.92% |
$9.64K - $11.4K
|
997
$359K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-30- 1.3% |
$9.64K - $11.4K
|
2.28K
$822K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-31- 0.17% |
$9.97K - $11.8K
|
18K
$6.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-31- 1.89% |
$9.97K - $11.8K
|
1.61K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-31- 1.9% |
$9.97K - $11.8K
|
1.6K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-31- 3.37% |
$9.97K - $11.8K
|
889
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 3.59% |
$10.3K - $12.1K
|
860
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-32- 0.14% |
$10.3K - $12.1K
|
23.4K
$8.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.58% |
$10.3K - $12.1K
|
302
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-32- 1.6% |
$10.3K - $12.1K
|
1.96K
$708K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-32- 0.8% |
$10.3K - $12.1K
|
3.95K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-33- 1.11% |
$10.6K - $12.5K
|
2.94K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-34- 4.75% |
$10.9K - $12.9K
|
682
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-34- 8.42% |
$10.9K - $12.9K
|
370
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-34- 3.3% |
$10.9K - $12.9K
|
995
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-34- 0.44% |
$10.9K - $12.9K
|
7.68K
$2.77M
|