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 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-1.26K- 8.94% |
$405K - $478K
|
12.8K
$4.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 16.71% |
$405K - $478K
|
6.28K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.32K- 0.9% |
$423K - $500K
|
145K
$54.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.33K- 1.33% |
$429K - $506K
|
98.8K
$37.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.34K- 5.35% |
$430K - $508K
|
23.7K
$8.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.36K- 6.21% |
$436K - $514K
|
20.5K
$7.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.36K- 3.18% |
$437K - $516K
|
41.5K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.38K- 1.68% |
$444K - $523K
|
80.8K
$30.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 6.74% |
$445K - $525K
|
19.1K
$7.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.39K- 1.03% |
$446K - $526K
|
134K
$50.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 4.9% |
$446K - $526K
|
26.9K
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$2.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 3.72% |
$450K - $531K
|
36.2K
$13.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 2.68% |
$450K - $531K
|
50.9K
$19.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.43K- 42.29% |
$459K - $542K
|
1.95K
$733K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.43K- 32.49% |
$460K - $543K
|
2.97K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.44K- 2.8% |
$462K - $545K
|
49.9K
$18.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.44K- 7.61% |
$462K - $545K
|
17.5K
$6.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.47K- 19.11% |
$471K - $556K
|
6.2K
$2.33M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.48K- 66.56% |
$477K - $563K
|
745
$280K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 9.21% |
$477K - $563K
|
14.6K
$5.5M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 55.8% |
$481K - $567K
|
1.18K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1.5K- 61.22% |
$482K - $569K
|
950
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.51K- 16.98% |
$484K - $572K
|
7.37K
$2.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.51K- 29.7% |
$485K - $572K
|
3.57K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 0.58% |
$485K - $573K
|
257K
$96.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.52K- 2.63% |
$490K - $578K
|
56.3K
$21.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.53K- 3.51% |
$491K - $580K
|
42K
$15.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.56K- 4.75% |
$503K - $593K
|
31.3K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.6K- 72.53% |
$514K - $607K
|
606
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.61K- 71.85% |
$517K - $610K
|
630
$237K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.63K- 9.47% |
$523K - $617K
|
15.5K
$5.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.63K- 30.38% |
$525K - $619K
|
3.74K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.65K- 10.49% |
$531K - $626K
|
14.1K
$5.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 0.28% |
$546K - $644K
|
603K
$227M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.72K- 38.82% |
$552K - $652K
|
2.71K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.73K- 16.39% |
$557K - $657K
|
8.84K
$3.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.75K- 4.39% |
$562K - $663K
|
38.1K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.81K- 4.68% |
$581K - $686K
|
36.9K
$13.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.84K- 15.51% |
$592K - $698K
|
10K
$3.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.86K- 6.22% |
$599K - $707K
|
28.1K
$10.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 6.42% |
$611K - $721K
|
27.7K
$10.4M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.91K- 4.71% |
$614K - $725K
|
38.7K
$14.5M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.92K- 2.2% |
$617K - $727K
|
85.1K
$32M
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.94K- 2.44% |
$625K - $737K
|
77.6K
$29.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.97K- 1.43% |
$635K - $749K
|
136K
$51.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.98K- 14.19% |
$635K - $749K
|
11.9K
$4.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.98K- 64.46% |
$637K - $752K
|
1.09K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.99K- 1.54% |
$638K - $753K
|
127K
$47.8M
|