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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.69K+ 9.88% |
$1.19M - $1.4M
|
41K
$15.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.69K+ 187.63% |
$1.18M - $1.4M
|
5.65K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 25.03% |
$1.18M - $1.39M
|
18.3K
$6.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.62K+ 4.04% |
$1.16M - $1.37M
|
93.2K
$35M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
3.5K+ 2.51% |
$1.13M - $1.33M
|
143K
$53.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.48K+ 86.95% |
$1.12M - $1.32M
|
7.48K
$2.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.44K+ 9.42% |
$1.11M - $1.31M
|
40K
$15M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.41K+ 5.04% |
$1.1M - $1.29M
|
71.1K
$26.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.36KNew |
$1.08M - $1.27M
|
3.36K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
- |
3.33KNew |
$1.07M - $1.26M
|
3.33K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
3.33K+ 69.57% |
$1.07M - $1.26M
|
8.11K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.33K+ 648.54% |
$1.07M - $1.26M
|
3.84K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.25K+ 50.25% |
$1.05M - $1.23M
|
9.72K
$3.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23K+ 16.8% |
$1.04M - $1.23M
|
22.5K
$8.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.21K+ 7.66% |
$1.03M - $1.22M
|
45.1K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.21KNew |
$1.03M - $1.22M
|
3.21K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.2KNew |
$1.03M - $1.21M
|
3.2K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.2K+ 11.0% |
$1.03M - $1.21M
|
32.3K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.19K+ 162.84% |
$1.03M - $1.21M
|
5.15K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.17KNew |
$1.02M - $1.2M
|
3.17K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.17K+ 125.05% |
$1.02M - $1.2M
|
5.71K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.17KNew |
$1.02M - $1.2M
|
3.17K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$1.01M - $1.2M
|
3.16K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.09K+ 137.7% |
$993K - $1.17M
|
5.33K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.06K+ 10.33% |
$984K - $1.16M
|
32.7K
$12.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.02K+ 13.72% |
$971K - $1.15M
|
25K
$9.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.02K+ 12.5% |
$969K - $1.14M
|
27.1K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.01K+ 225.28% |
$968K - $1.14M
|
4.35K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3KNew |
$964K - $1.14M
|
3K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.94KNew |
$944K - $1.11M
|
2.94K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.89K+ 31.74% |
$929K - $1.1M
|
12K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.88K+ 163.82% |
$926K - $1.09M
|
4.64K
$1.74M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.88KNew |
$925K - $1.09M
|
2.88K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.85K+ 38.16% |
$917K - $1.08M
|
10.3K
$3.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.8K+ 1503.76% |
$899K - $1.06M
|
2.98K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.79K+ 3.11% |
$896K - $1.06M
|
92.5K
$34.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.78KNew |
$894K - $1.05M
|
2.78K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.78K+ 0.7% |
$892K - $1.05M
|
400K
$150M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.77KNew |
$890K - $1.05M
|
2.77K
$1.04M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.73KNew |
$877K - $1.04M
|
2.73K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.73K+ 11.61% |
$876K - $1.03M
|
26.2K
$9.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.71K+ 15.7% |
$871K - $1.03M
|
20K
$7.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
2.7KNew |
$868K - $1.02M
|
2.7K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.69K+ 4.85% |
$863K - $1.02M
|
58.1K
$21.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67K+ 15.55% |
$858K - $1.01M
|
19.8K
$7.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.66K+ 6.18% |
$856K - $1.01M
|
45.8K
$17.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.63K+ 10.48% |
$845K - $996K
|
27.7K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.56K+ 21.64% |
$823K - $971K
|
14.4K
$5.4M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.51KNew |
$808K - $953K
|
2.51K
$944K
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
2.5KNew |
$804K - $948K
|
2.5K
$940K
|