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 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-98- 3.68% |
$31.5K - $37.2K
|
2.56K
$851K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-98- 4.11% |
$31.5K - $37.2K
|
2.29K
$759K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-98- 11.54% |
$31.5K - $37.2K
|
751
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-98- 1.04% |
$31.5K - $37.2K
|
9.34K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-99- 11.28% |
$31.8K - $37.6K
|
779
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-99- 1.23% |
$31.8K - $37.6K
|
7.96K
$2.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 7.84% |
$32.1K - $37.9K
|
1.18K
$390K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.29% |
$32.1K - $37.9K
|
4.27K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-100- 4.59% |
$32.1K - $37.9K
|
2.08K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-100- 2.3% |
$32.1K - $37.9K
|
4.25K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 10.25% |
$32.1K - $37.9K
|
876
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.09% |
$32.1K - $37.9K
|
4.69K
$1.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-100- 1.79% |
$32.1K - $37.9K
|
5.49K
$1.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-100- 9.66% |
$32.1K - $37.9K
|
935
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-100- 2.39% |
$32.1K - $37.9K
|
4.08K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 1.06% |
$32.1K - $37.9K
|
9.3K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-100- 0.78% |
$32.1K - $37.9K
|
12.7K
$4.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 6.9% |
$32.1K - $37.9K
|
1.35K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 4.29% |
$32.1K - $37.9K
|
2.23K
$741K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 2.08% |
$32.1K - $37.9K
|
4.71K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 3.07% |
$32.1K - $37.9K
|
3.16K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 2.83% |
$32.1K - $37.9K
|
3.43K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 9.96% |
$32.1K - $37.9K
|
904
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-101- 9.12% |
$32.5K - $38.3K
|
1.01K
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-103- 1.99% |
$33.1K - $39.1K
|
5.08K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-103- 1.97% |
$33.1K - $39.1K
|
5.14K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-104- 2.45% |
$33.4K - $39.4K
|
4.15K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-105- 5.25% |
$33.8K - $39.8K
|
1.9K
$629K
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-105- 3.35% |
$33.8K - $39.8K
|
3.03K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-106- 5.82% |
$34.1K - $40.2K
|
1.72K
$570K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-108- 7.28% |
$34.7K - $41K
|
1.38K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-109- 4.68% |
$35K - $41.3K
|
2.22K
$737K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-110- 1.37% |
$35.4K - $41.7K
|
7.92K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110- 9.49% |
$35.4K - $41.7K
|
1.05K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-110- 39.71% |
$35.4K - $41.7K
|
167
$55.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-110- 4.07% |
$35.4K - $41.7K
|
2.6K
$862K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-110- 1.49% |
$35.4K - $41.7K
|
7.27K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-110- 5.37% |
$35.4K - $41.7K
|
1.94K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-110- 9.87% |
$35.4K - $41.7K
|
1K
$333K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-111- 3.27% |
$35.7K - $42.1K
|
3.29K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-113- 1.82% |
$36.3K - $42.9K
|
6.09K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-113- 0.71% |
$36.3K - $42.9K
|
15.7K
$5.23M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-114- 0.69% |
$36.6K - $43.2K
|
16.5K
$5.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-115- 2.42% |
$37K - $43.6K
|
4.63K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-115- 6.44% |
$37K - $43.6K
|
1.67K
$555K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-116- 11.53% |
$37.3K - $44K
|
890
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-117- 1.37% |
$37.6K - $44.4K
|
8.41K
$2.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-117- 5.57% |
$37.6K - $44.4K
|
1.99K
$659K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-117- 1.0% |
$37.6K - $44.4K
|
11.6K
$3.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-119- 7.18% |
$38.3K - $45.1K
|
1.54K
$511K
|