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 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-182- 1.09% |
$58.5K - $69K
|
16.5K
$6.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-183- 15.5% |
$58.8K - $69.4K
|
998
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-185- 9.74% |
$59.5K - $70.2K
|
1.72K
$644K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-185- 1.07% |
$59.5K - $70.2K
|
17.2K
$6.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-185- 3.37% |
$59.5K - $70.2K
|
5.3K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-186- 2.65% |
$59.8K - $70.5K
|
6.82K
$2.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-186- 19.96% |
$59.8K - $70.5K
|
746
$280K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-190- 5.81% |
$61.1K - $72.1K
|
3.08K
$1.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-193- 6.46% |
$62K - $73.2K
|
2.79K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-193- 11.78% |
$62K - $73.2K
|
1.45K
$543K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-193- 5.71% |
$62K - $73.2K
|
3.19K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-193- 22.52% |
$62K - $73.2K
|
664
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-195- 2.96% |
$62.7K - $74K
|
6.39K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-195- 5.01% |
$62.7K - $74K
|
3.7K
$1.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-196- 11.09% |
$63K - $74.3K
|
1.57K
$591K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 3.68% |
$64.3K - $75.9K
|
5.23K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-200- 0.62% |
$64.3K - $75.9K
|
32.3K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-200- 22.5% |
$64.3K - $75.9K
|
689
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-200- 3.0% |
$64.3K - $75.9K
|
6.47K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 11.76% |
$64.3K - $75.9K
|
1.5K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-202- 10.76% |
$64.9K - $76.6K
|
1.68K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-202- 3.26% |
$64.9K - $76.6K
|
5.99K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-204- 0.62% |
$65.6K - $77.4K
|
32.6K
$12.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-205- 18.98% |
$65.9K - $77.8K
|
875
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-205- 5.62% |
$65.9K - $77.8K
|
3.44K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-205- 2.5% |
$65.9K - $77.8K
|
7.99K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-205- 1.48% |
$65.9K - $77.8K
|
13.7K
$5.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-206- 1.81% |
$66.2K - $78.1K
|
11.2K
$4.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-207- 5.2% |
$66.5K - $78.5K
|
3.78K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-208- 0.16% |
$66.9K - $78.9K
|
131K
$49.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-210- 12.7% |
$67.5K - $79.7K
|
1.44K
$542K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-210- 7.98% |
$67.5K - $79.7K
|
2.42K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-212- 1.94% |
$68.2K - $80.4K
|
10.7K
$4.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-213- 1.45% |
$68.5K - $80.8K
|
14.5K
$5.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-216- 20.47% |
$69.4K - $81.9K
|
839
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-219- 4.16% |
$70.4K - $83.1K
|
5.05K
$1.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-219- 12.17% |
$70.4K - $83.1K
|
1.58K
$594K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-220- 1.51% |
$70.7K - $83.4K
|
14.3K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-221- 0.65% |
$71K - $83.8K
|
33.7K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-222- 13.31% |
$71.4K - $84.2K
|
1.45K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-222- 33.84% |
$71.4K - $84.2K
|
434
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-228- 2.65% |
$73.3K - $86.5K
|
8.38K
$3.15M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-229- 27.26% |
$73.6K - $86.9K
|
611
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-229- 4.69% |
$73.6K - $86.9K
|
4.65K
$1.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-230- 10.64% |
$73.9K - $87.2K
|
1.93K
$726K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-230- 2.46% |
$73.9K - $87.2K
|
9.11K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-232- 0.14% |
$74.6K - $88K
|
161K
$60.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-234- 15.45% |
$75.2K - $88.8K
|
1.28K
$481K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-234- 4.48% |
$75.2K - $88.8K
|
4.98K
$1.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-235- 5.04% |
$75.5K - $89.1K
|
4.43K
$1.67M
|