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
|
Hudock, Inc.
|
SELL
|
- |
-201- 2.05% |
$36.7K - $46.2K
|
9.6K
$3.61M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-202- 6.77% |
$36.9K - $46.4K
|
2.78K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-202- 10.64% |
$36.9K - $46.4K
|
1.7K
$638K
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-202- 2.25% |
$36.9K - $46.4K
|
8.79K
$3.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-210- 8.79% |
$38.4K - $48.3K
|
2.18K
$819K
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
SELL
|
- |
-212- 0.39% |
$38.8K - $48.7K
|
54.5K
$20.5M
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-217- 16.4% |
$39.7K - $49.9K
|
1.11K
$416K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-217- 62.72% |
$39.7K - $49.9K
|
129
$48.5K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-219- 1.11% |
$40K - $50.3K
|
19.5K
$7.34M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-219- 1.12% |
$40K - $50.3K
|
19.4K
$7.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-220- 5.56% |
$40.2K - $50.6K
|
3.73K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-220- 1.2% |
$40.2K - $50.6K
|
18.1K
$6.78M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-222- 0.91% |
$40.6K - $51K
|
24.3K
$9.12M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-227- 2.3% |
$41.5K - $52.2K
|
9.65K
$3.63M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-229- 2.66% |
$41.9K - $52.6K
|
8.39K
$3.15M
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-231Closed |
$42.2K - $53.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-232- 3.11% |
$42.4K - $53.3K
|
7.22K
$2.71M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-234- 7.12% |
$42.8K - $53.8K
|
3.05K
$1.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-235- 1.96% |
$43K - $54K
|
11.7K
$4.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-235- 2.15% |
$43K - $54K
|
10.7K
$4.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-236- 0.69% |
$43.1K - $54.2K
|
33.7K
$12.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-236Closed |
$43.1K - $54.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-241- 13.61% |
$44.1K - $55.4K
|
1.53K
$575K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-243- 10.18% |
$44.4K - $55.9K
|
2.14K
$805K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-245- 10.61% |
$44.8K - $56.3K
|
2.06K
$776K
|
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
SELL
|
- |
-247- 0.53% |
$45.2K - $56.8K
|
46.3K
$17.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-248- 2.08% |
$45.3K - $57K
|
11.7K
$4.38M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-249- 17.62% |
$45.5K - $57.2K
|
1.16K
$437K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-250- 5.09% |
$45.7K - $57.5K
|
4.66K
$1.75M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-251- 90.94% |
$45.9K - $57.7K
|
25
$9.4K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-253- 5.35% |
$46.3K - $58.2K
|
4.48K
$1.68M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-258- 0.98% |
$47.2K - $59.3K
|
26K
$9.76M
|
|
|
May 10, 2022
Q1 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-261- 0.34% |
$47.7K - $60K
|
75.9K
$28.5M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-261- 2.67% |
$47.7K - $60K
|
9.51K
$3.57M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-265- 2.62% |
$48.4K - $60.9K
|
9.87K
$3.71M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-265- 0.95% |
$48.4K - $60.9K
|
27.7K
$10.4M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-274- 8.44% |
$50.1K - $63K
|
2.97K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-277- 11.28% |
$50.6K - $63.7K
|
2.18K
$818K
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-279- 1.02% |
$51K - $64.1K
|
27K
$10.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-282- 3.2% |
$51.6K - $64.8K
|
8.53K
$3.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-284- 6.26% |
$51.9K - $65.3K
|
4.25K
$1.6M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-291- 6.56% |
$53.2K - $66.9K
|
4.15K
$1.56M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-297- 2.6% |
$54.3K - $68.3K
|
11.1K
$4.19M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-299- 18.91% |
$54.7K - $68.7K
|
1.28K
$482K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-300- 8.11% |
$54.8K - $69K
|
3.4K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-300- 4.18% |
$54.8K - $69K
|
6.88K
$2.58M
|
|
|
May 05, 2022
Q1 2022
|
Saybrook Capital
|
SELL
|
- |
-300- 6.98% |
$54.8K - $69K
|
4K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-300- 93.75% |
$54.8K - $69K
|
20
$7.52K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-300Closed |
$54.8K - $69K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-305- 2.25% |
$55.8K - $70.1K
|
13.2K
$4.98M
|