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
|
First Hawaiian Bank
|
SELL
|
- |
-392- 36.84% |
$126K - $149K
|
672
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-392- 1.58% |
$126K - $149K
|
24.5K
$8.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-392- 13.74% |
$126K - $149K
|
2.46K
$817K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-394- 39.84% |
$127K - $149K
|
595
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-395- 8.67% |
$127K - $150K
|
4.16K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-398- 15.98% |
$128K - $151K
|
2.09K
$695K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-399- 10.29% |
$128K - $151K
|
3.48K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 10.81% |
$129K - $152K
|
3.3K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-400- 3.9% |
$129K - $152K
|
9.86K
$3.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-401- 59.32% |
$129K - $152K
|
275
$91.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-401- 4.6% |
$129K - $152K
|
8.32K
$2.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-404- 28.29% |
$130K - $153K
|
1.02K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-405- 3.02% |
$130K - $154K
|
13K
$4.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-405- 4.45% |
$130K - $154K
|
8.69K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-416- 1.77% |
$134K - $158K
|
23K
$7.65M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-419- 6.34% |
$135K - $159K
|
6.19K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-422- 7.36% |
$136K - $160K
|
5.31K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-423- 1.77% |
$136K - $160K
|
23.5K
$7.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-425- 1.59% |
$137K - $161K
|
26.3K
$8.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-425- 16.06% |
$137K - $161K
|
2.22K
$738K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-426- 37.73% |
$137K - $162K
|
703
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-430- 20.19% |
$138K - $163K
|
1.7K
$564K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-430- 5.08% |
$138K - $163K
|
8.03K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-431- 1.18% |
$139K - $163K
|
36K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-436- 6.35% |
$140K - $165K
|
6.43K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-437- 5.97% |
$140K - $166K
|
6.88K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-438- 5.7% |
$141K - $166K
|
7.25K
$2.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-440- 6.42% |
$141K - $167K
|
6.41K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-440- 13.97% |
$141K - $167K
|
2.71K
$900K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-443- 41.99% |
$142K - $168K
|
612
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-448- 2.69% |
$144K - $170K
|
16.2K
$5.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-449- 2.29% |
$144K - $170K
|
19.2K
$6.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-450- 6.11% |
$145K - $171K
|
6.92K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-451- 2.37% |
$145K - $171K
|
18.6K
$6.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-455- 17.01% |
$146K - $173K
|
2.22K
$737K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-457- 0.24% |
$147K - $173K
|
188K
$62.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-459- 3.14% |
$148K - $174K
|
14.2K
$4.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-459- 5.68% |
$148K - $174K
|
7.62K
$2.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-469- 15.99% |
$151K - $178K
|
2.47K
$818K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-474- 1.02% |
$152K - $180K
|
46.2K
$15.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-474- 5.39% |
$152K - $180K
|
8.33K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-478- 3.11% |
$154K - $181K
|
14.9K
$4.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-484- 10.49% |
$156K - $184K
|
4.13K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-492- 16.87% |
$158K - $187K
|
2.43K
$805K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-494- 17.4% |
$159K - $187K
|
2.35K
$779K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-499- 15.55% |
$160K - $189K
|
2.71K
$900K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-503- 9.17% |
$162K - $191K
|
4.98K
$1.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-508- 3.31% |
$163K - $193K
|
14.8K
$4.92M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-510- 6.32% |
$164K - $193K
|
7.56K
$2.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-512- 4.03% |
$165K - $194K
|
12.2K
$4.05M
|