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 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.01K+ 52.52% |
$1.93M - $2.28M
|
17.4K
$6.35M
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.96KNew |
$1.92M - $2.26M
|
5.96K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.7K+ 2.15% |
$1.83M - $2.16M
|
271K
$98.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.57K+ 33.41% |
$1.79M - $2.11M
|
22.2K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.52K+ 14.47% |
$1.77M - $2.09M
|
43.7K
$15.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.52K+ 9.04% |
$1.77M - $2.09M
|
66.6K
$24.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.52KNew |
$1.77M - $2.09M
|
5.52K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
5.43KNew |
$1.74M - $2.06M
|
5.43K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.39K+ 34.68% |
$1.73M - $2.05M
|
20.9K
$7.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
5.27K+ 520.97% |
$1.69M - $2M
|
6.28K
$2.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.23K+ 36.0% |
$1.68M - $1.98M
|
19.8K
$7.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.18K+ 580.49% |
$1.66M - $1.96M
|
6.07K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.17K+ 768.6% |
$1.66M - $1.96M
|
5.84K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
5.12K+ 0.55% |
$1.65M - $1.94M
|
937K
$341M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.05K+ 45.27% |
$1.62M - $1.91M
|
16.2K
$5.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.96K+ 85.2% |
$1.6M - $1.88M
|
10.8K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
4.96K+ 45.25% |
$1.6M - $1.88M
|
15.9K
$5.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
4.96KNew |
$1.59M - $1.88M
|
4.96K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.9K+ 4.41% |
$1.58M - $1.86M
|
116K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.87K+ 2.47% |
$1.57M - $1.85M
|
202K
$73.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.87K+ 70.14% |
$1.57M - $1.85M
|
11.8K
$4.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
4.85K+ 210.14% |
$1.56M - $1.84M
|
7.16K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.78KNew |
$1.54M - $1.81M
|
4.78K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4.66KNew |
$1.5M - $1.77M
|
4.66K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.59K+ 24.89% |
$1.48M - $1.74M
|
23K
$8.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.57K+ 10.21% |
$1.47M - $1.73M
|
49.3K
$17.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.5K+ 23.32% |
$1.45M - $1.71M
|
23.8K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.47K+ 2.56% |
$1.44M - $1.69M
|
179K
$65.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$1.43M - $1.69M
|
4.46K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.37K+ 66.32% |
$1.41M - $1.66M
|
11K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.35K+ 9.73% |
$1.4M - $1.65M
|
49K
$17.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.31KNew |
$1.39M - $1.63M
|
4.31K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.27K+ 19.54% |
$1.37M - $1.62M
|
26.1K
$9.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.23K+ 59.92% |
$1.36M - $1.6M
|
11.3K
$4.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.18KNew |
$1.34M - $1.59M
|
4.18K
$1.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.16K+ 191.66% |
$1.34M - $1.58M
|
6.33K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.1K+ 15.5% |
$1.32M - $1.55M
|
30.6K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.1K+ 26.46% |
$1.32M - $1.55M
|
19.6K
$7.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.09K+ 617.07% |
$1.31M - $1.55M
|
4.75K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.99K+ 37.57% |
$1.28M - $1.51M
|
14.6K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
3.98KNew |
$1.28M - $1.51M
|
3.98K
$1.45M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
3.91KNew |
$1.26M - $1.48M
|
3.91K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.9K+ 1.27% |
$1.25M - $1.48M
|
312K
$113M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.89K+ 612.93% |
$1.25M - $1.47M
|
4.52K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.86K+ 31.76% |
$1.24M - $1.46M
|
16K
$5.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.85K+ 3.37% |
$1.24M - $1.46M
|
118K
$43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.78K+ 1.85% |
$1.22M - $1.43M
|
208K
$75.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
3.78K+ 59.44% |
$1.21M - $1.43M
|
10.1K
$3.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.75KNew |
$1.2M - $1.42M
|
3.75K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.73K+ 232.9% |
$1.2M - $1.42M
|
5.33K
$1.94M
|