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
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
26.3KNew |
$8.44M - $9.96M
|
26.3K
$8.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
23.4K+ 210.81% |
$7.51M - $8.86M
|
34.5K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
23K+ 43.1% |
$7.38M - $8.71M
|
76.2K
$25.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
22.6K+ 16.61% |
$7.28M - $8.58M
|
159K
$52.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
22.3K+ 128.58% |
$7.17M - $8.46M
|
39.6K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.7K+ 2684.01% |
$6.96M - $8.22M
|
22.5K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
21.4K+ 310.14% |
$6.88M - $8.12M
|
28.3K
$9.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
21.4K+ 5.73% |
$6.87M - $8.11M
|
394K
$131M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
21.1K+ 11.36% |
$6.78M - $8M
|
207K
$68.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21K+ 7.08% |
$6.76M - $7.98M
|
318K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.9K+ 1.2% |
$6.72M - $7.93M
|
1.77M
$588M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.5K+ 10.09% |
$6.6M - $7.79M
|
224K
$74.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.2K+ 1640.1% |
$6.18M - $7.29M
|
20.4K
$6.77M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.9K+ 30.61% |
$6.08M - $7.18M
|
80.7K
$26.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.9K+ 35.31% |
$6.07M - $7.16M
|
72.3K
$24M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
18.7K+ 13.8% |
$6.01M - $7.09M
|
154K
$51.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
18.4K+ 7.39% |
$5.91M - $6.98M
|
267K
$88.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
18.3KNew |
$5.88M - $6.94M
|
18.3K
$6.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17.8K+ 245.38% |
$5.71M - $6.73M
|
25K
$8.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.1K+ 4.62% |
$5.5M - $6.49M
|
388K
$129M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1KNew |
$5.49M - $6.47M
|
17.1K
$5.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.7K+ 18.71% |
$5.37M - $6.33M
|
106K
$35.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
16.5KNew |
$5.31M - $6.27M
|
16.5K
$5.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
15.5K+ 7.21% |
$4.97M - $5.87M
|
230K
$76.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
15.3K+ 15.96% |
$4.92M - $5.8M
|
111K
$36.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
15KNew |
$4.82M - $5.69M
|
15K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.9K+ 5.93% |
$4.8M - $5.67M
|
267K
$88.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14.9K+ 27.33% |
$4.8M - $5.67M
|
69.6K
$23.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.9K+ 29.04% |
$4.78M - $5.64M
|
66.1K
$21.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.4K+ 59.29% |
$4.62M - $5.46M
|
38.6K
$12.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
14.3KNew |
$4.61M - $5.44M
|
14.3K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
14.1KNew |
$4.55M - $5.36M
|
14.1K
$4.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
13.7K+ 13.79% |
$4.41M - $5.21M
|
113K
$37.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13.4K+ 11.42% |
$4.32M - $5.1M
|
131K
$43.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
13.3K+ 49.7% |
$4.27M - $5.04M
|
40K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
13K+ 0.99% |
$4.17M - $4.92M
|
1.32M
$438M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12.8K+ 2164.47% |
$4.11M - $4.85M
|
13.4K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.6K+ 44.01% |
$4.06M - $4.79M
|
41.3K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
12.5K+ 31.05% |
$4.03M - $4.76M
|
53K
$17.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
12.5K+ 127.51% |
$4.02M - $4.74M
|
22.3K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 253.45% |
$3.94M - $4.65M
|
17.1K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 8.21% |
$3.93M - $4.63M
|
161K
$53.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
12.2K+ 275.91% |
$3.92M - $4.62M
|
16.6K
$5.51M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 6.42% |
$3.7M - $4.37M
|
191K
$63.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11.5KNew |
$3.69M - $4.35M
|
11.5K
$3.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.5KNew |
$3.68M - $4.34M
|
11.5K
$3.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 20.06% |
$3.65M - $4.31M
|
68K
$22.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2K+ 79.79% |
$3.6M - $4.25M
|
25.2K
$8.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
11.2K+ 13.9% |
$3.59M - $4.23M
|
91.4K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11K+ 75.91% |
$3.55M - $4.19M
|
25.6K
$8.5M
|