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 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.07K- 46.65% |
$345K - $407K
|
1.23K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 2.49% |
$349K - $412K
|
42.4K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.09K- 6.67% |
$350K - $413K
|
15.2K
$5.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.11K- 2.19% |
$357K - $421K
|
49.5K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.13K- 1.85% |
$363K - $429K
|
60K
$19.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.13K- 6.64% |
$364K - $430K
|
15.9K
$5.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 4.29% |
$365K - $431K
|
25.3K
$8.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.18K- 4.44% |
$381K - $449K
|
25.5K
$8.46M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.19K- 2.82% |
$382K - $451K
|
40.9K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.2K- 17.48% |
$384K - $453K
|
5.64K
$1.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-1.26K- 8.94% |
$405K - $478K
|
12.8K
$4.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 16.71% |
$405K - $478K
|
6.28K
$2.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.32K- 0.9% |
$423K - $500K
|
145K
$48.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.33K- 1.33% |
$429K - $506K
|
98.8K
$32.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.34K- 5.35% |
$430K - $508K
|
23.7K
$7.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.36K- 6.21% |
$436K - $514K
|
20.5K
$6.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.36K- 3.18% |
$437K - $516K
|
41.5K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.38K- 1.68% |
$444K - $523K
|
80.8K
$26.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 6.74% |
$445K - $525K
|
19.1K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.39K- 1.03% |
$446K - $526K
|
134K
$44.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 4.9% |
$446K - $526K
|
26.9K
$8.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$2.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 3.72% |
$450K - $531K
|
36.2K
$12M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 2.68% |
$450K - $531K
|
50.9K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.43K- 42.29% |
$459K - $542K
|
1.95K
$647K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.43K- 32.49% |
$460K - $543K
|
2.97K
$987K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.44K- 2.8% |
$462K - $545K
|
49.9K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.44K- 7.61% |
$462K - $545K
|
17.5K
$5.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.47K- 19.11% |
$471K - $556K
|
6.2K
$2.06M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.48K- 66.56% |
$477K - $563K
|
745
$247K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 9.21% |
$477K - $563K
|
14.6K
$4.86M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 55.8% |
$481K - $567K
|
1.18K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1.5K- 61.22% |
$482K - $569K
|
950
$315K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.51K- 16.98% |
$484K - $572K
|
7.37K
$2.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.51K- 29.7% |
$485K - $572K
|
3.57K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 0.58% |
$485K - $573K
|
257K
$85.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.52K- 2.63% |
$490K - $578K
|
56.3K
$18.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.53K- 3.51% |
$491K - $580K
|
42K
$13.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.56K- 4.75% |
$503K - $593K
|
31.3K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.6K- 72.53% |
$514K - $607K
|
606
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.61K- 71.85% |
$517K - $610K
|
630
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.63K- 9.47% |
$523K - $617K
|
15.5K
$5.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.63K- 30.38% |
$525K - $619K
|
3.74K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.65K- 10.49% |
$531K - $626K
|
14.1K
$4.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 0.28% |
$546K - $644K
|
603K
$200M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.72K- 38.82% |
$552K - $652K
|
2.71K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.73K- 16.39% |
$557K - $657K
|
8.84K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.75K- 4.39% |
$562K - $663K
|
38.1K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.81K- 4.68% |
$581K - $686K
|
36.9K
$12.2M
|