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 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-35- 1.47% |
$11.3K - $13.3K
|
2.34K
$843K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 0.56% |
$11.3K - $13.3K
|
6.19K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-35- 0.05% |
$11.3K - $13.3K
|
69.3K
$25M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-36- 1.23% |
$11.6K - $13.7K
|
2.89K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-36- 0.2% |
$11.6K - $13.7K
|
18.1K
$6.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-37- 0.52% |
$11.9K - $14K
|
7.08K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-37- 0.94% |
$11.9K - $14K
|
3.9K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-37- 2.61% |
$11.9K - $14K
|
1.38K
$498K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-38- 6.7% |
$12.2K - $14.4K
|
529
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-38- 3.69% |
$12.2K - $14.4K
|
991
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-39- 1.99% |
$12.5K - $14.8K
|
1.92K
$691K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-39- 2.54% |
$12.5K - $14.8K
|
1.5K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-39- 1.37% |
$12.5K - $14.8K
|
2.81K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-39- 0.74% |
$12.5K - $14.8K
|
5.23K
$1.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-39- 0.49% |
$12.5K - $14.8K
|
7.92K
$2.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 3.13% |
$12.9K - $15.2K
|
1.24K
$446K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-40- 5.89% |
$12.9K - $15.2K
|
639
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-40- 1.46% |
$12.9K - $15.2K
|
2.69K
$971K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-40- 0.88% |
$12.9K - $15.2K
|
4.49K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-40- 1.96% |
$12.9K - $15.2K
|
2.01K
$723K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-40- 0.73% |
$12.9K - $15.2K
|
5.46K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-40- 1.61% |
$12.9K - $15.2K
|
2.44K
$879K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-41- 0.16% |
$13.2K - $15.6K
|
26.3K
$9.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-41- 6.18% |
$13.2K - $15.6K
|
622
$224K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42- 22.11% |
$13.5K - $15.9K
|
148
$53.3K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-42- 5.54% |
$13.5K - $15.9K
|
716
$258K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-43- 2.36% |
$13.8K - $16.3K
|
1.78K
$641K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-43- 2.9% |
$13.8K - $16.3K
|
1.44K
$519K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-44- 4.17% |
$14.1K - $16.7K
|
1.01K
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-44- 0.07% |
$14.1K - $16.7K
|
61.8K
$22.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-45- 5.67% |
$14.5K - $17.1K
|
749
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-45- 1.15% |
$14.5K - $17.1K
|
3.87K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-46- 1.72% |
$14.8K - $17.4K
|
2.63K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-46- 15.54% |
$14.8K - $17.4K
|
250
$90.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-48- 11.91% |
$15.4K - $18.2K
|
355
$128K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-48- 2.62% |
$15.4K - $18.2K
|
1.78K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-48- 0.19% |
$15.4K - $18.2K
|
25.4K
$9.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-49- 2.58% |
$15.8K - $18.6K
|
1.85K
$668K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-49- 1.45% |
$15.8K - $18.6K
|
3.34K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-49- 0.22% |
$15.8K - $18.6K
|
22.3K
$8.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-49- 0.04% |
$15.8K - $18.6K
|
118K
$42.4M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-49- 3.28% |
$15.8K - $18.6K
|
1.45K
$521K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 4.14% |
$16.1K - $19K
|
1.16K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-50- 0.12% |
$16.1K - $19K
|
42.3K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.38% |
$16.1K - $19K
|
2.06K
$741K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-51- 5.3% |
$16.4K - $19.3K
|
912
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-51- 3.6% |
$16.4K - $19.3K
|
1.36K
$492K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 18.09% |
$16.4K - $19.3K
|
231
$83.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-51- 0.26% |
$16.4K - $19.3K
|
19.5K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-51- 1.13% |
$16.4K - $19.3K
|
4.45K
$1.6M
|