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 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-238- 4.7% |
$76.5K - $90.3K
|
4.82K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-238- 1.22% |
$76.5K - $90.3K
|
19.2K
$7.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-239- 33.06% |
$76.8K - $90.7K
|
484
$182K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-240- 6.76% |
$77.2K - $91K
|
3.31K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-240- 10.7% |
$77.2K - $91K
|
2K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-240- 7.72% |
$77.2K - $91K
|
2.87K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-241- 1.98% |
$77.5K - $91.4K
|
11.9K
$4.48M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-243- 9.8% |
$78.1K - $92.2K
|
2.24K
$841K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-246- 6.45% |
$79.1K - $93.3K
|
3.57K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-248- 0.93% |
$79.7K - $94.1K
|
26.4K
$9.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-249- 5.56% |
$80K - $94.4K
|
4.23K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-250- 1.39% |
$80.4K - $94.8K
|
17.7K
$6.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 2.4% |
$80.4K - $94.8K
|
10.2K
$3.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-250- 25.0% |
$80.4K - $94.8K
|
750
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 7.69% |
$80.4K - $94.8K
|
3K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-250- 1.53% |
$80.4K - $94.8K
|
16.1K
$6.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-253- 2.67% |
$81.3K - $96K
|
9.21K
$3.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-254- 17.86% |
$81.7K - $96.3K
|
1.17K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-254- 3.72% |
$81.7K - $96.3K
|
6.57K
$2.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-256- 3.51% |
$82.3K - $97.1K
|
7.04K
$2.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-257- 1.08% |
$82.6K - $97.5K
|
23.5K
$8.83M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-263- 29.75% |
$84.5K - $99.8K
|
621
$233K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-268- 2.99% |
$86.2K - $102K
|
8.69K
$3.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-268- 1.27% |
$86.2K - $102K
|
20.8K
$7.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-269- 9.31% |
$86.5K - $102K
|
2.62K
$985K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-269- 9.75% |
$86.5K - $102K
|
2.49K
$936K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-271- 1.69% |
$87.1K - $103K
|
15.7K
$5.91M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-275- 7.86% |
$88.4K - $104K
|
3.22K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-275- 16.08% |
$88.4K - $104K
|
1.44K
$539K
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-275- 4.27% |
$88.4K - $104K
|
6.16K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-276- 22.04% |
$88.7K - $105K
|
976
$367K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-278- 20.13% |
$89.4K - $105K
|
1.1K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-281- 5.61% |
$90.3K - $107K
|
4.73K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-282- 2.11% |
$90.7K - $107K
|
13.1K
$4.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-284- 12.07% |
$91.3K - $108K
|
2.07K
$777K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-284- 2.51% |
$91.3K - $108K
|
11K
$4.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-287- 0.71% |
$92.3K - $109K
|
39.9K
$15M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-287- 0.36% |
$92.3K - $109K
|
80.5K
$30.2M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-287- 12.24% |
$92.3K - $109K
|
2.06K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-287- 4.62% |
$92.3K - $109K
|
5.92K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-288- 18.41% |
$92.6K - $109K
|
1.28K
$480K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-288- 8.45% |
$92.6K - $109K
|
3.12K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-290- 11.06% |
$93.2K - $110K
|
2.33K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-294- 19.42% |
$94.5K - $112K
|
1.22K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-295- 3.81% |
$94.8K - $112K
|
7.45K
$2.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-295- 5.5% |
$94.8K - $112K
|
5.07K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-295- 4.43% |
$94.8K - $112K
|
6.37K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-296- 3.61% |
$95.2K - $112K
|
7.9K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-296- 20.83% |
$95.2K - $112K
|
1.13K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-297- 0.68% |
$95.5K - $113K
|
43.4K
$16.3M
|