Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 2.45% |
$4.57K - $5.75K
|
997
$375K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-25- 0.03% |
$4.57K - $5.75K
|
94.8K
$35.6M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-25- 2.02% |
$4.57K - $5.75K
|
1.22K
$457K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.4% |
$4.57K - $5.75K
|
6.2K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-25- 0.08% |
$4.57K - $5.75K
|
31.7K
$11.9M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-27- 0.66% |
$4.94K - $6.21K
|
4.09K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27- 0.33% |
$4.94K - $6.21K
|
8.2K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-28- 1.38% |
$5.12K - $6.44K
|
2.01K
$755K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-29- 0.46% |
$5.3K - $6.67K
|
6.22K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-29- 1.58% |
$5.3K - $6.67K
|
1.81K
$678K
|
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-29- 1.17% |
$5.3K - $6.67K
|
2.46K
$924K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-30- 1.54% |
$5.48K - $6.9K
|
1.91K
$719K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30- 3.9% |
$5.48K - $6.9K
|
740
$278K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-30- 1.16% |
$5.48K - $6.9K
|
2.56K
$961K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.76% |
$5.48K - $6.9K
|
3.93K
$1.48M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-32- 0.35% |
$5.85K - $7.36K
|
9.15K
$3.44M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-32Closed |
$5.85K - $7.36K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32- 4.81% |
$5.85K - $7.36K
|
633
$238K
|
|
|
May 09, 2022
Q1 2022
|
Check Capital Management Inc
|
SELL
|
- |
-33- 1.89% |
$6.03K - $7.59K
|
1.72K
$645K
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-34- 2.17% |
$6.22K - $7.82K
|
1.53K
$575K
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-35- 0.75% |
$6.4K - $8.05K
|
4.62K
$1.74M
|
|
|
May 04, 2022
Q1 2022
|
Beddow Capital Management Inc
|
SELL
|
- |
-35- 2.17% |
$6.4K - $8.05K
|
1.58K
$594K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 1.57% |
$6.4K - $8.05K
|
2.19K
$823K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-36- 1.55% |
$6.58K - $8.28K
|
2.28K
$858K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-36- 0.65% |
$6.58K - $8.28K
|
5.5K
$2.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-37- 6.17% |
$6.76K - $8.51K
|
563
$212K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-38- 0.39% |
$6.95K - $8.74K
|
9.58K
$3.6M
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-39- 0.58% |
$7.13K - $8.96K
|
6.69K
$2.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-39- 2.09% |
$7.13K - $8.96K
|
1.83K
$687K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-39- 15.18% |
$7.13K - $8.96K
|
218
$81.9K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 11.76% |
$7.31K - $9.19K
|
300
$113K
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-40Closed |
$7.31K - $9.19K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-40- 0.41% |
$7.31K - $9.19K
|
9.68K
$3.64M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-40Closed |
$7.31K - $9.19K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-40Closed |
$7.31K - $9.19K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-41- 1.76% |
$7.5K - $9.42K
|
2.29K
$859K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.17% |
$7.5K - $9.42K
|
23.7K
$8.91M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-43Closed |
$7.86K - $9.88K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-44- 1.23% |
$8.04K - $10.1K
|
3.54K
$1.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-45- 0.5% |
$8.23K - $10.3K
|
8.9K
$3.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 0.3% |
$8.78K - $11K
|
16K
$6M
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 2.42% |
$9.14K - $11.5K
|
2.02K
$757K
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-50- 1.25% |
$9.14K - $11.5K
|
3.96K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-50- 5.04% |
$9.14K - $11.5K
|
943
$354K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-50- 0.28% |
$9.14K - $11.5K
|
17.8K
$6.68M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 2.71% |
$9.14K - $11.5K
|
1.79K
$673K
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-50- 3.13% |
$9.14K - $11.5K
|
1.55K
$582K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-50- 2.22% |
$9.14K - $11.5K
|
2.2K
$827K
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-50- 2.86% |
$9.14K - $11.5K
|
1.7K
$639K
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-50- 0.63% |
$9.14K - $11.5K
|
7.92K
$2.98M
|