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 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-49- 3.28% |
$15.8K - $18.6K
|
1.45K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 4.14% |
$16.1K - $19K
|
1.16K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-50- 0.12% |
$16.1K - $19K
|
42.3K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.38% |
$16.1K - $19K
|
2.06K
$682K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-51- 5.3% |
$16.4K - $19.3K
|
912
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-51- 3.6% |
$16.4K - $19.3K
|
1.36K
$453K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 18.09% |
$16.4K - $19.3K
|
231
$76.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-51- 0.26% |
$16.4K - $19.3K
|
19.5K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-51- 1.13% |
$16.4K - $19.3K
|
4.45K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-52- 0.12% |
$16.7K - $19.7K
|
41.9K
$13.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-52- 1.98% |
$16.7K - $19.7K
|
2.58K
$855K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-52- 0.46% |
$16.7K - $19.7K
|
11.3K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-52- 2.52% |
$16.7K - $19.7K
|
2.01K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-52- 33.55% |
$16.7K - $19.7K
|
103
$34.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-53- 1.71% |
$17K - $20.1K
|
3.04K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-53- 4.38% |
$17K - $20.1K
|
1.16K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-53- 3.69% |
$17K - $20.1K
|
1.39K
$460K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
SELL
|
- |
-54- 5.57% |
$17.4K - $20.5K
|
915
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-55- 1.81% |
$17.7K - $20.9K
|
2.98K
$991K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-55- 4.67% |
$17.7K - $20.9K
|
1.12K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-55- 0.47% |
$17.7K - $20.9K
|
11.6K
$3.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-55- 2.23% |
$17.7K - $20.9K
|
2.41K
$800K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 1.08% |
$17.7K - $20.9K
|
5.02K
$1.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-56- 2.41% |
$18K - $21.2K
|
2.27K
$753K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-57- 0.7% |
$18.3K - $21.6K
|
8.09K
$2.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-57- 4.66% |
$18.3K - $21.6K
|
1.17K
$387K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-57- 5.61% |
$18.3K - $21.6K
|
959
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-57- 0.56% |
$18.3K - $21.6K
|
10.1K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-58- 0.57% |
$18.6K - $22K
|
10.1K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-58- 0.36% |
$18.6K - $22K
|
16K
$5.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-58- 0.87% |
$18.6K - $22K
|
6.64K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-59- 9.75% |
$19K - $22.4K
|
546
$181K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-60- 0.83% |
$19.3K - $22.8K
|
7.21K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-60- 1.13% |
$19.3K - $22.8K
|
5.23K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-60- 0.53% |
$19.3K - $22.8K
|
11.3K
$3.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 4.86% |
$19.3K - $22.8K
|
1.17K
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-60- 4.33% |
$19.3K - $22.8K
|
1.33K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-60- 4.42% |
$19.3K - $22.8K
|
1.3K
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-61- 5.91% |
$19.6K - $23.1K
|
971
$322K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-61- 1.3% |
$19.6K - $23.1K
|
4.64K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-63- 2.2% |
$20.3K - $23.9K
|
2.8K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-63- 0.66% |
$20.3K - $23.9K
|
9.41K
$3.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-64- 1.85% |
$20.6K - $24.3K
|
3.39K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-64- 5.82% |
$20.6K - $24.3K
|
1.04K
$344K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-64- 1.82% |
$20.6K - $24.3K
|
3.46K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-65- 8.26% |
$20.9K - $24.7K
|
722
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-65- 0.65% |
$20.9K - $24.7K
|
9.95K
$3.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-65- 0.74% |
$20.9K - $24.7K
|
8.73K
$2.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-66- 1.31% |
$21.2K - $25K
|
4.97K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-66- 4.02% |
$21.2K - $25K
|
1.57K
$523K
|