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 19, 2024
Q2 2024
|
Paradiem, LLC
|
BUY
|
- |
1.66K+ 5.78% |
$533K - $629K
|
30.4K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.64K+ 101.74% |
$528K - $622K
|
3.25K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.63KNew |
$525K - $620K
|
1.63K
$595K
|
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.63K+ 3.98% |
$525K - $619K
|
42.6K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.63K+ 37.06% |
$524K - $618K
|
6.03K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.63KNew |
$524K - $618K
|
1.63K
$593K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.61K+ 5.04% |
$516K - $609K
|
33.5K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.6K+ 10.52% |
$515K - $608K
|
16.8K
$6.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.59K+ 56.95% |
$510K - $602K
|
4.37K
$1.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.58K+ 22.07% |
$506K - $597K
|
8.71K
$3.17M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.57KNew |
$505K - $596K
|
1.57K
$572K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.57K+ 12.34% |
$505K - $596K
|
14.3K
$5.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.57KNew |
$505K - $596K
|
1.57K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.55KNew |
$497K - $586K
|
1.55K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.54K+ 1.9% |
$495K - $585K
|
82.8K
$30.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.54K+ 19.28% |
$493K - $582K
|
9.5K
$3.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.53KNew |
$491K - $580K
|
1.53K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.5K+ 25.86% |
$483K - $570K
|
7.31K
$2.66M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.5K+ 10.8% |
$482K - $569K
|
15.4K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.49K+ 19.6% |
$478K - $564K
|
9.08K
$3.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.48KNew |
$477K - $563K
|
1.48K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.48KNew |
$474K - $560K
|
1.48K
$537K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.47KNew |
$472K - $557K
|
1.47K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.45K+ 1.13% |
$465K - $548K
|
129K
$47M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
1.41KNew |
$454K - $535K
|
1.41K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.41K+ 1.77% |
$452K - $534K
|
81K
$29.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.4K+ 130.84% |
$450K - $531K
|
2.47K
$899K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.39KNew |
$447K - $528K
|
1.39K
$507K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.38K+ 2.68% |
$445K - $525K
|
53.1K
$19.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.38KNew |
$444K - $524K
|
1.38K
$503K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.38K+ 8.46% |
$443K - $522K
|
17.6K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.37K+ 4.3% |
$441K - $520K
|
33.3K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.35K+ 3.87% |
$434K - $512K
|
36.3K
$13.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.35K+ 7.1% |
$433K - $511K
|
20.3K
$7.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.34K+ 0.83% |
$432K - $510K
|
162K
$59.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.33K+ 46.67% |
$428K - $505K
|
4.19K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.32KNew |
$425K - $501K
|
1.32K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.32KNew |
$423K - $499K
|
1.32K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.31K+ 43.96% |
$421K - $497K
|
4.29K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.31K+ 96.96% |
$421K - $497K
|
2.66K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.31K+ 1.06% |
$420K - $495K
|
125K
$45.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$418K - $493K
|
1.3K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 5.3% |
$416K - $491K
|
25.7K
$9.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.28KNew |
$411K - $486K
|
1.28K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.28K+ 919.42% |
$411K - $485K
|
1.42K
$516K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.27KNew |
$408K - $481K
|
1.27K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.26KNew |
$404K - $477K
|
1.26K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.25K+ 18.44% |
$400K - $472K
|
8K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.24KNew |
$397K - $468K
|
1.24K
$449K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.22K+ 45.1% |
$393K - $464K
|
3.94K
$1.43M
|