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 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-126- 3.38% |
$40.5K - $47.8K
|
3.6K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-129- 1.9% |
$41.5K - $48.9K
|
6.65K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-131- 2.25% |
$42.1K - $49.7K
|
5.68K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-131- 4.68% |
$42.1K - $49.7K
|
2.67K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-135- 3.0% |
$43.4K - $51.2K
|
4.37K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-135- 6.25% |
$43.4K - $51.2K
|
2.03K
$761K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-135- 2.62% |
$43.4K - $51.2K
|
5.02K
$1.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-136- 8.26% |
$43.7K - $51.6K
|
1.51K
$567K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-136- 2.53% |
$43.7K - $51.6K
|
5.24K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-138- 12.06% |
$44.4K - $52.3K
|
1.01K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-138- 10.61% |
$44.4K - $52.3K
|
1.16K
$437K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-139- 2.25% |
$44.7K - $52.7K
|
6.05K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-140- 0.88% |
$45K - $53.1K
|
15.8K
$5.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-141- 1.63% |
$45.3K - $53.5K
|
8.53K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-144- 7.82% |
$46.3K - $54.6K
|
1.7K
$638K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-144- 5.04% |
$46.3K - $54.6K
|
2.72K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-145- 7.64% |
$46.6K - $55K
|
1.75K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-145- 1.5% |
$46.6K - $55K
|
9.53K
$3.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-147- 4.23% |
$47.3K - $55.8K
|
3.33K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-147- 4.74% |
$47.3K - $55.8K
|
2.95K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-147- 0.39% |
$47.3K - $55.8K
|
37.8K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-148- 8.25% |
$47.6K - $56.1K
|
1.65K
$619K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-151- 3.25% |
$48.5K - $57.3K
|
4.5K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-152- 1.49% |
$48.9K - $57.7K
|
10K
$3.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-154- 4.77% |
$49.5K - $58.4K
|
3.07K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-154- 4.38% |
$49.5K - $58.4K
|
3.36K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-155- 8.16% |
$49.8K - $58.8K
|
1.75K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-156- 3.51% |
$50.1K - $59.2K
|
4.29K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-157- 0.5% |
$50.5K - $59.6K
|
31.1K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-161- 4.75% |
$51.8K - $61.1K
|
3.23K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-161- 11.2% |
$51.8K - $61.1K
|
1.28K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-161- 4.31% |
$51.8K - $61.1K
|
3.58K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-162- 5.81% |
$52.1K - $61.4K
|
2.63K
$987K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-163- 3.43% |
$52.4K - $61.8K
|
4.6K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-164- 1.89% |
$52.7K - $62.2K
|
8.52K
$3.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-164- 1.28% |
$52.7K - $62.2K
|
12.7K
$4.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-167- 6.33% |
$53.7K - $63.3K
|
2.47K
$929K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-169- 51.06% |
$54.3K - $64.1K
|
162
$60.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-169- 6.42% |
$54.3K - $64.1K
|
2.46K
$926K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-170- 1.15% |
$54.6K - $64.5K
|
14.6K
$5.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-170- 18.38% |
$54.6K - $64.5K
|
755
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-173- 2.51% |
$55.6K - $65.6K
|
6.72K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-174- 2.13% |
$55.9K - $66K
|
8K
$3.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-175- 6.85% |
$56.3K - $66.4K
|
2.38K
$894K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-175- 8.18% |
$56.3K - $66.4K
|
1.96K
$738K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-176- 4.27% |
$56.6K - $66.8K
|
3.95K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-178- 9.55% |
$57.2K - $67.5K
|
1.69K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-179- 8.36% |
$57.5K - $67.9K
|
1.96K
$737K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-180- 20.22% |
$57.9K - $68.3K
|
710
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-180- 1.34% |
$57.9K - $68.3K
|
13.3K
$5M
|