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
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-70- 1.89% |
$22.5K - $26.6K
|
3.64K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-71- 9.66% |
$22.8K - $26.9K
|
664
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-72- 1.47% |
$23.1K - $27.3K
|
4.81K
$1.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-73- 1.7% |
$23.5K - $27.7K
|
4.22K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-73- 0.96% |
$23.5K - $27.7K
|
7.52K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-73- 1.5% |
$23.5K - $27.7K
|
4.79K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-74- 8.25% |
$23.8K - $28.1K
|
823
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-75- 1.13% |
$24.1K - $28.4K
|
6.57K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-75- 5.19% |
$24.1K - $28.4K
|
1.37K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-75- 1.71% |
$24.1K - $28.4K
|
4.32K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-75- 6.98% |
$24.1K - $28.4K
|
1K
$364K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-76- 1.32% |
$24.4K - $28.8K
|
5.68K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-77- 5.65% |
$24.8K - $29.2K
|
1.29K
$468K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-77- 2.23% |
$24.8K - $29.2K
|
3.37K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-77- 8.69% |
$24.8K - $29.2K
|
809
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-77- 2.07% |
$24.8K - $29.2K
|
3.64K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-77- 2.9% |
$24.8K - $29.2K
|
2.58K
$937K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-77- 1.28% |
$24.8K - $29.2K
|
5.95K
$2.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-78- 4.32% |
$25.1K - $29.6K
|
1.73K
$629K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-79- 5.12% |
$25.4K - $30K
|
1.46K
$533K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-80- 0.83% |
$25.7K - $30.3K
|
9.54K
$3.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-80- 1.3% |
$25.7K - $30.3K
|
6.05K
$2.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 51.61% |
$25.7K - $30.3K
|
75
$27.3K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-82- 5.06% |
$26.4K - $31.1K
|
1.54K
$560K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-83- 8.69% |
$26.7K - $31.5K
|
872
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-83- 2.73% |
$26.7K - $31.5K
|
2.96K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-83- 34.16% |
$26.7K - $31.5K
|
160
$58.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-84- 0.89% |
$27K - $31.9K
|
9.33K
$3.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-84- 0.79% |
$27K - $31.9K
|
10.6K
$3.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-85- 3.72% |
$27.3K - $32.2K
|
2.2K
$799K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-85- 4.64% |
$27.3K - $32.2K
|
1.75K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-89- 4.04% |
$28.6K - $33.8K
|
2.12K
$770K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-89- 9.32% |
$28.6K - $33.8K
|
866
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-89- 2.89% |
$28.6K - $33.8K
|
2.99K
$1.09M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-93- 6.0% |
$29.9K - $35.3K
|
1.46K
$531K
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-95- 0.76% |
$30.5K - $36K
|
12.4K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-95- 2.95% |
$30.5K - $36K
|
3.13K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-95- 3.32% |
$30.5K - $36K
|
2.77K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-96- 2.79% |
$30.9K - $36.4K
|
3.34K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.36% |
$30.9K - $36.4K
|
3.97K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-97- 3.13% |
$31.2K - $36.8K
|
3K
$1.09M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-98- 3.68% |
$31.5K - $37.2K
|
2.56K
$932K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-98- 4.11% |
$31.5K - $37.2K
|
2.29K
$831K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-98- 11.54% |
$31.5K - $37.2K
|
751
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-98- 1.04% |
$31.5K - $37.2K
|
9.34K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-99- 11.28% |
$31.8K - $37.6K
|
779
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-99- 1.23% |
$31.8K - $37.6K
|
7.96K
$2.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 7.84% |
$32.1K - $37.9K
|
1.18K
$428K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.29% |
$32.1K - $37.9K
|
4.27K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-100- 4.59% |
$32.1K - $37.9K
|
2.08K
$756K
|