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 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-776- 4.33% |
$249K - $294K
|
17.1K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-782- 45.49% |
$251K - $297K
|
937
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-791- 2.8% |
$254K - $300K
|
27.5K
$9.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-798- 3.4% |
$257K - $303K
|
22.7K
$8.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-810- 10.04% |
$260K - $307K
|
7.26K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-818- 9.14% |
$263K - $310K
|
8.14K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-825- 12.99% |
$265K - $313K
|
5.53K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-830- 75.45% |
$267K - $315K
|
270
$98.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-831- 3.24% |
$267K - $315K
|
24.8K
$9.03M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-832- 3.47% |
$267K - $316K
|
23.1K
$8.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-849- 6.5% |
$273K - $322K
|
12.2K
$4.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-850- 53.22% |
$273K - $322K
|
747
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-853- 4.25% |
$274K - $324K
|
19.2K
$7M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-856- 47.53% |
$275K - $325K
|
945
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-864- 3.58% |
$278K - $328K
|
23.3K
$8.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-875- 7.23% |
$281K - $332K
|
11.2K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-875- 1.57% |
$281K - $332K
|
54.8K
$19.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-900- 3.69% |
$289K - $341K
|
23.5K
$8.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-902- 2.47% |
$290K - $342K
|
35.6K
$13M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-907- 12.46% |
$292K - $344K
|
6.37K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-907- 50.61% |
$292K - $344K
|
885
$322K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-908- 5.72% |
$292K - $344K
|
15K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-919- 4.38% |
$295K - $349K
|
20.1K
$7.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-921- 5.14% |
$296K - $349K
|
17K
$6.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-923- 2.38% |
$297K - $350K
|
37.8K
$13.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-923- 10.52% |
$297K - $350K
|
7.85K
$2.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-925- 11.53% |
$297K - $351K
|
7.1K
$2.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-958- 2.9% |
$308K - $363K
|
32.1K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-958- 5.99% |
$308K - $363K
|
15K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-962- 0.19% |
$309K - $365K
|
494K
$180M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-976- 26.59% |
$314K - $370K
|
2.7K
$981K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-977- 4.58% |
$314K - $371K
|
20.3K
$7.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-982- 12.0% |
$316K - $372K
|
7.2K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.03K- 6.11% |
$330K - $389K
|
15.8K
$5.74M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.03K- 17.01% |
$331K - $390K
|
5.02K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-1.04K- 19.64% |
$333K - $393K
|
4.24K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.04K- 1.72% |
$334K - $394K
|
59.3K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.05K- 6.38% |
$338K - $399K
|
15.4K
$5.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.06K- 18.69% |
$340K - $401K
|
4.6K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 4.49% |
$343K - $405K
|
22.7K
$8.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.07K- 46.65% |
$345K - $407K
|
1.23K
$446K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$349K - $412K
|
42.4K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.09K- 6.67% |
$350K - $413K
|
15.2K
$5.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.11K- 2.19% |
$357K - $421K
|
49.5K
$18M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.13K- 1.85% |
$363K - $429K
|
60K
$21.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.13K- 6.64% |
$364K - $430K
|
15.9K
$5.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 4.29% |
$365K - $431K
|
25.3K
$9.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 4.44% |
$381K - $449K
|
25.5K
$9.27M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.19K- 2.82% |
$382K - $451K
|
40.9K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.2K- 17.48% |
$384K - $453K
|
5.64K
$2.05M
|