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 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10.8KNew |
$3.46M - $4.09M
|
10.8K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.8K+ 11827.47% |
$3.46M - $4.08M
|
10.9K
$4.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.7K+ 22.74% |
$3.45M - $4.07M
|
57.9K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.7K+ 237.84% |
$3.45M - $4.06M
|
15.2K
$5.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10.6K+ 2.11% |
$3.4M - $4.01M
|
513K
$193M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.5K+ 73.75% |
$3.37M - $3.97M
|
24.7K
$9.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
10.4KNew |
$3.33M - $3.93M
|
10.4K
$3.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.1K+ 1047.88% |
$3.25M - $3.84M
|
11.1K
$4.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.7K+ 9.69% |
$3.12M - $3.68M
|
110K
$41.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.54KNew |
$3.07M - $3.62M
|
9.54K
$3.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.44KNew |
$3.04M - $3.58M
|
9.44K
$3.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
9.32K+ 11.85% |
$3M - $3.54M
|
88K
$33.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.32K+ 3.47% |
$3M - $3.54M
|
278K
$105M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.16K+ 2.96% |
$2.95M - $3.48M
|
318K
$120M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.16K+ 7.18% |
$2.94M - $3.47M
|
137K
$51.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.68KNew |
$2.79M - $3.29M
|
8.68K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.5K+ 31.36% |
$2.73M - $3.23M
|
35.6K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.47KNew |
$2.72M - $3.21M
|
8.47K
$3.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.42K+ 124.24% |
$2.71M - $3.19M
|
15.2K
$5.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.4KNew |
$2.7M - $3.19M
|
8.4K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8.3K+ 11.51% |
$2.67M - $3.15M
|
80.4K
$30.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.25K+ 3.17% |
$2.65M - $3.13M
|
269K
$101M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.21KNew |
$2.64M - $3.11M
|
8.21K
$3.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.17K+ 23.23% |
$2.63M - $3.1M
|
43.4K
$16.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.06K+ 5.27% |
$2.59M - $3.06M
|
161K
$60.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.02K+ 807.75% |
$2.58M - $3.04M
|
9.01K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.95KNew |
$2.56M - $3.02M
|
7.95K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
7.87K+ 5.37% |
$2.53M - $2.98M
|
154K
$58M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.75K+ 129.13% |
$2.49M - $2.94M
|
13.7K
$5.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 3.71% |
$2.48M - $2.93M
|
216K
$81.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.68K+ 64.94% |
$2.47M - $2.91M
|
19.5K
$7.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.68K+ 86.53% |
$2.47M - $2.91M
|
16.6K
$6.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.65K+ 585.46% |
$2.46M - $2.9M
|
8.96K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.58K+ 1.62% |
$2.44M - $2.88M
|
476K
$179M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.43K+ 22.16% |
$2.39M - $2.82M
|
40.9K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.39K+ 1.98% |
$2.38M - $2.8M
|
380K
$143M
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
7.24K+ 9.07% |
$2.33M - $2.75M
|
87.1K
$32.7M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.24KNew |
$2.33M - $2.74M
|
7.24K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7K+ 1166.67% |
$2.25M - $2.66M
|
7.6K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.95K+ 38.59% |
$2.23M - $2.63M
|
24.9K
$9.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75KNew |
$2.17M - $2.56M
|
6.75K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.68KNew |
$2.15M - $2.53M
|
6.68K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
6.62K+ 15.68% |
$2.13M - $2.51M
|
48.8K
$18.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.49K+ 141.64% |
$2.09M - $2.46M
|
11.1K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.46K+ 177.83% |
$2.08M - $2.45M
|
10.1K
$3.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6.36K+ 181.64% |
$2.05M - $2.41M
|
9.87K
$3.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.29KNew |
$2.02M - $2.39M
|
6.29K
$2.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.27K+ 46.57% |
$2.01M - $2.38M
|
19.7K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
6.26KNew |
$2.01M - $2.37M
|
6.26K
$2.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
6.09KNew |
$1.96M - $2.31M
|
6.09K
$2.29M
|