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 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.22KNew |
$391K - $461K
|
1.22K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.2K+ 6.89% |
$387K - $456K
|
18.7K
$6.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.2K+ 52.1% |
$386K - $456K
|
3.51K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.2K+ 5.59% |
$386K - $456K
|
22.7K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.19KNew |
$384K - $453K
|
1.19K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.19K+ 1.94% |
$383K - $452K
|
62.6K
$22.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.19K+ 136.9% |
$383K - $452K
|
2.06K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.19K+ 51.23% |
$382K - $450K
|
3.5K
$1.28M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 11.14% |
$375K - $442K
|
11.6K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.16K+ 1.32% |
$373K - $440K
|
88.9K
$32.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.16K+ 12.59% |
$372K - $439K
|
10.4K
$3.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 1.19% |
$364K - $430K
|
96.5K
$35.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.13K+ 8.38% |
$363K - $428K
|
14.6K
$5.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.13K+ 6.82% |
$362K - $427K
|
17.7K
$6.43M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.13K+ 15.14% |
$362K - $427K
|
8.56K
$3.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.12K+ 127.39% |
$360K - $425K
|
2K
$728K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.12KNew |
$360K - $425K
|
1.12K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.12KNew |
$359K - $424K
|
1.12K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.11K+ 30.23% |
$357K - $421K
|
4.78K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.1K+ 34.86% |
$355K - $418K
|
4.27K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.1KNew |
$354K - $418K
|
1.1K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.09K+ 55.72% |
$351K - $414K
|
3.05K
$1.11M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.08K+ 48.0% |
$347K - $410K
|
3.33K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.08K+ 8.36% |
$346K - $408K
|
13.9K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.06K+ 12.79% |
$341K - $402K
|
9.35K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.06K+ 172.95% |
$339K - $400K
|
1.67K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 27.62% |
$337K - $397K
|
4.84K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.02K+ 50.9% |
$327K - $386K
|
3.02K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.01KNew |
$325K - $383K
|
1.01K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.01KNew |
$324K - $382K
|
1.01K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1KNew |
$322K - $380K
|
1K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1KNew |
$321K - $379K
|
1K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1K+ 2.86% |
$321K - $379K
|
36K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$321K - $379K
|
1K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
997+ 2.17% |
$321K - $378K
|
47K
$17.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
985New |
$317K - $374K
|
985
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
982+ 162.58% |
$316K - $372K
|
1.59K
$577K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
980+ 37.74% |
$315K - $372K
|
3.58K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
974+ 5.22% |
$313K - $369K
|
19.6K
$7.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
970+ 12.22% |
$312K - $368K
|
8.91K
$3.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
968New |
$311K - $367K
|
968
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
968+ 6.53% |
$311K - $367K
|
15.8K
$5.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
967New |
$311K - $367K
|
967
$352K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
962New |
$309K - $365K
|
962
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
954+ 26.48% |
$307K - $362K
|
4.56K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
945+ 23.7% |
$304K - $358K
|
4.93K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
944+ 147.73% |
$303K - $358K
|
1.58K
$576K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
939New |
$302K - $356K
|
939
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
933+ 34.66% |
$300K - $354K
|
3.63K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
933New |
$300K - $354K
|
933
$340K
|