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 |
---|---|---|---|---|---|---|---|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.5K+ 69.44% |
$804K - $948K
|
6.1K
$2.22M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.46K+ 11.62% |
$791K - $934K
|
23.6K
$8.6M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.4KNew |
$771K - $910K
|
2.4K
$873K
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.32K+ 301.43% |
$746K - $880K
|
3.09K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.3KNew |
$740K - $874K
|
2.3K
$838K
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.28K+ 61.73% |
$734K - $866K
|
5.98K
$2.18M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.26K+ 43.86% |
$726K - $856K
|
7.41K
$2.69M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.25K+ 32.39% |
$725K - $855K
|
9.21K
$3.35M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.23KNew |
$716K - $845K
|
2.23K
$811K
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.22K+ 0.25% |
$715K - $843K
|
904K
$329M
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$714K - $842K
|
2.22K
$808K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.21K+ 8.06% |
$712K - $840K
|
29.7K
$10.8M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.21K+ 20.9% |
$710K - $838K
|
12.8K
$4.65M
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.2K+ 173.52% |
$708K - $835K
|
3.47K
$1.26M
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.19KNew |
$703K - $830K
|
2.19K
$796K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.18K+ 14.52% |
$702K - $828K
|
17.2K
$6.27M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.17K+ 9.5% |
$696K - $821K
|
25K
$9.08M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.15K+ 67.64% |
$690K - $814K
|
5.32K
$1.94M
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
2.12KNew |
$682K - $805K
|
2.12K
$773K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.12K+ 5.36% |
$682K - $804K
|
41.7K
$15.2M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.06K+ 83.45% |
$663K - $782K
|
4.54K
$1.65M
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.06K+ 47.19% |
$663K - $782K
|
6.43K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.05KNew |
$657K - $776K
|
2.05K
$744K
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.04KNew |
$655K - $773K
|
2.04K
$742K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.03K+ 12.17% |
$654K - $771K
|
18.8K
$6.82M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.03K+ 57.29% |
$652K - $769K
|
5.57K
$2.03M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2KNew |
$644K - $759K
|
2K
$729K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2K+ 32.05% |
$642K - $757K
|
8.23K
$2.99M
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.97K+ 9.5% |
$632K - $746K
|
22.7K
$8.25M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.96K+ 26.6% |
$629K - $743K
|
9.32K
$3.39M
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.95KNew |
$628K - $741K
|
1.95K
$711K
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.95K+ 40.93% |
$626K - $738K
|
6.7K
$2.44M
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.92KNew |
$618K - $729K
|
1.92K
$699K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.91K+ 142.72% |
$614K - $725K
|
3.25K
$1.18M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.91K+ 123.85% |
$613K - $723K
|
3.45K
$1.25M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 290.46% |
$607K - $716K
|
2.54K
$924K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.84K+ 8.56% |
$591K - $698K
|
23.3K
$8.49M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.82KNew |
$583K - $688K
|
1.82K
$660K
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.81KNew |
$583K - $688K
|
1.81K
$660K
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$579K - $683K
|
1.8K
$655K
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.8KNew |
$577K - $681K
|
1.8K
$653K
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.76K+ 32.53% |
$567K - $669K
|
7.18K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 110.47% |
$563K - $665K
|
3.34K
$1.21M
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.74K+ 434.41% |
$560K - $661K
|
2.14K
$780K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.72K+ 3.66% |
$553K - $652K
|
48.7K
$17.7M
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.7KNew |
$548K - $646K
|
1.7K
$620K
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
1.7K+ 39.82% |
$547K - $646K
|
5.98K
$2.18M
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.69KNew |
$543K - $641K
|
1.69K
$615K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.68KNew |
$541K - $639K
|
1.68K
$613K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 7.97% |
$538K - $635K
|
22.7K
$8.25M
|