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 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-300- 0.44% |
$96.4K - $114K
|
68.6K
$25.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-300- 4.63% |
$96.4K - $114K
|
6.17K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-300- 19.11% |
$96.4K - $114K
|
1.27K
$477K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-300- 16.46% |
$96.4K - $114K
|
1.52K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-300- 2.45% |
$96.4K - $114K
|
12K
$4.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-301- 0.78% |
$96.8K - $114K
|
38.2K
$14.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-313- 5.33% |
$101K - $119K
|
5.55K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-317- 11.32% |
$102K - $120K
|
2.48K
$933K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-320- 0.5% |
$103K - $121K
|
63.1K
$23.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-322- 13.17% |
$104K - $122K
|
2.12K
$798K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-322- 6.41% |
$104K - $122K
|
4.7K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-326- 3.12% |
$105K - $124K
|
10.1K
$3.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-328- 7.88% |
$105K - $124K
|
3.84K
$1.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-330- 0.8% |
$106K - $125K
|
40.7K
$15.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-330- 3.95% |
$106K - $125K
|
8.02K
$3.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-333- 6.17% |
$107K - $126K
|
5.07K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-335- 1.87% |
$108K - $127K
|
17.6K
$6.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-344- 7.61% |
$111K - $130K
|
4.18K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-345- 2.87% |
$111K - $131K
|
11.7K
$4.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-346- 13.64% |
$111K - $131K
|
2.19K
$823K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-346- 0.87% |
$111K - $131K
|
39.5K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-347- 1.99% |
$112K - $132K
|
17.1K
$6.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-348- 2.62% |
$112K - $132K
|
12.9K
$4.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-348- 7.93% |
$112K - $132K
|
4.04K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-350- 7.57% |
$113K - $133K
|
4.28K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-350- 2.03% |
$113K - $133K
|
16.9K
$6.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-352- 2.8% |
$113K - $134K
|
12.2K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-357- 15.3% |
$115K - $135K
|
1.98K
$743K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-359- 2.37% |
$115K - $136K
|
14.8K
$5.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-364- 2.09% |
$117K - $138K
|
17K
$6.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-367- 2.25% |
$118K - $139K
|
16K
$6M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-367- 34.24% |
$118K - $139K
|
705
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-369- 0.86% |
$119K - $140K
|
42.7K
$16M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-375- 0.23% |
$121K - $142K
|
160K
$60.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-377- 4.49% |
$121K - $143K
|
8.02K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-377- 2.1% |
$121K - $143K
|
17.6K
$6.61M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-378- 8.13% |
$122K - $143K
|
4.27K
$1.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-379- 23.37% |
$122K - $144K
|
1.24K
$467K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-379- 2.02% |
$122K - $144K
|
18.4K
$6.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-381- 2.98% |
$122K - $145K
|
12.4K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-381- 3.75% |
$122K - $145K
|
9.79K
$3.68M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-392- 36.84% |
$126K - $149K
|
672
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-392- 1.58% |
$126K - $149K
|
24.5K
$9.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-392- 13.74% |
$126K - $149K
|
2.46K
$925K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-394- 39.84% |
$127K - $149K
|
595
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-395- 8.67% |
$127K - $150K
|
4.16K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-398- 15.98% |
$128K - $151K
|
2.09K
$786K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-399- 10.29% |
$128K - $151K
|
3.48K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 10.81% |
$129K - $152K
|
3.3K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-400- 3.9% |
$129K - $152K
|
9.86K
$3.71M
|