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 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2K- 50.0% |
$643K - $759K
|
2K
$752K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.01K- 0.45% |
$645K - $761K
|
441K
$166M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.05K- 3.94% |
$658K - $776K
|
50K
$18.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.06K- 56.04% |
$661K - $780K
|
1.61K
$606K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.08K- 1.31% |
$669K - $789K
|
156K
$58.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.14K- 8.64% |
$686K - $810K
|
22.6K
$8.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 24.37% |
$701K - $828K
|
6.77K
$2.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.25K- 2.57% |
$724K - $854K
|
85.5K
$32.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.28K- 3.23% |
$732K - $864K
|
68.3K
$25.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.29K- 16.35% |
$735K - $867K
|
11.7K
$4.39M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.31K- 3.32% |
$744K - $878K
|
67.4K
$25.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.33K- 4.03% |
$747K - $882K
|
55.4K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.35K- 5.41% |
$755K - $891K
|
41.1K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.35K- 2.11% |
$756K - $892K
|
109K
$41.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.4K- 56.8% |
$770K - $909K
|
1.82K
$685K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.52K- 19.16% |
$809K - $955K
|
10.6K
$3.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.54K- 38.12% |
$817K - $964K
|
4.13K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.57K- 1.81% |
$827K - $976K
|
140K
$52.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.58K- 3.71% |
$831K - $980K
|
67.1K
$25.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.6K- 23.27% |
$835K - $985K
|
8.57K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.68K- 5.87% |
$863K - $1.02M
|
43K
$16.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.71K- 51.93% |
$871K - $1.03M
|
2.51K
$943K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.73K- 18.18% |
$879K - $1.04M
|
12.3K
$4.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.74K- 25.62% |
$881K - $1.04M
|
7.96K
$2.99M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-2.75K- 34.13% |
$882K - $1.04M
|
5.3K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-2.81K- 3.51% |
$902K - $1.06M
|
77.2K
$29M
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-2.92K- 3.66% |
$937K - $1.11M
|
76.7K
$28.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.99K- 17.66% |
$962K - $1.13M
|
14K
$5.24M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-3.05K- 2.63% |
$979K - $1.15M
|
113K
$42.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.08K- 6.86% |
$989K - $1.17M
|
41.8K
$15.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.1K- 2.73% |
$997K - $1.18M
|
110K
$41.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.11K- 1.22% |
$998K - $1.18M
|
251K
$94.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.12K- 7.73% |
$1M - $1.18M
|
37.2K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.19K- 70.58% |
$1.02M - $1.21M
|
1.33K
$499K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.24K- 3.49% |
$1.04M - $1.23M
|
89.7K
$33.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.26K- 7.41% |
$1.05M - $1.24M
|
40.8K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.35K- 4.61% |
$1.08M - $1.27M
|
69.3K
$26.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-3.44K- 3.68% |
$1.11M - $1.3M
|
90.1K
$33.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.54K- 16.1% |
$1.14M - $1.34M
|
18.5K
$6.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.55K- 65.89% |
$1.14M - $1.34M
|
1.84K
$690K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.59K- 60.72% |
$1.15M - $1.36M
|
2.32K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.59K- 5.48% |
$1.16M - $1.36M
|
61.9K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.62K- 71.95% |
$1.16M - $1.37M
|
1.41K
$530K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.69K- 4.09% |
$1.19M - $1.4M
|
86.7K
$32.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.73K- 8.02% |
$1.2M - $1.42M
|
42.8K
$16.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.79K- 18.46% |
$1.22M - $1.44M
|
16.7K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-3.81K- 14.22% |
$1.23M - $1.45M
|
23K
$8.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.89K- 3.68% |
$1.25M - $1.48M
|
102K
$38.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.9K- 12.55% |
$1.25M - $1.48M
|
27.2K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.99K- 16.4% |
$1.28M - $1.51M
|
20.3K
$7.64M
|