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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-629- 1.25% |
$115K - $145K
|
49.7K
$18.7M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-643- 3.32% |
$118K - $148K
|
18.7K
$7.04M
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-655- 0.51% |
$120K - $151K
|
127K
$47.7M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-656- 27.31% |
$120K - $151K
|
1.75K
$656K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-688- 3.47% |
$126K - $158K
|
19.2K
$7.2M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-694- 7.64% |
$127K - $160K
|
8.39K
$3.15M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-696- 98.72% |
$127K - $160K
|
9
$3.38K
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-697- 1.56% |
$127K - $160K
|
44K
$16.5M
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.58% |
$128K - $161K
|
43.7K
$16.4M
|
|
May 11, 2022
Q1 2022
|
Boit C F David
Boston, MA |
SELL
|
- |
-700- 3.32% |
$128K - $161K
|
20.4K
$7.67M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-704- 8.49% |
$129K - $162K
|
7.59K
$2.85M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-706- 21.09% |
$129K - $162K
|
2.64K
$992K
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-710- 10.72% |
$130K - $163K
|
5.91K
$2.22M
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
SELL
|
- |
-710- 1.49% |
$130K - $163K
|
46.8K
$17.6M
|
|
Apr 19, 2022
Q1 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-720- 3.48% |
$132K - $166K
|
20K
$7.5M
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-722- 14.4% |
$132K - $166K
|
4.29K
$1.61M
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-725- 20.95% |
$133K - $167K
|
2.74K
$1.03M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-727Closed |
$133K - $167K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-728- 25.11% |
$133K - $167K
|
2.17K
$816K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-738Closed |
$135K - $170K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-748- 0.28% |
$137K - $172K
|
270K
$102M
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-750- 6.12% |
$137K - $172K
|
11.5K
$4.32M
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-753- 45.47% |
$138K - $173K
|
903
$339K
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-763- 25.5% |
$139K - $175K
|
2.23K
$838K
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-764- 3.35% |
$140K - $176K
|
22.1K
$8.29M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-790- 0.79% |
$144K - $182K
|
98.9K
$37.2M
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-794- 24.67% |
$145K - $183K
|
2.43K
$911K
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-795- 7.4% |
$145K - $183K
|
9.95K
$3.74M
|
|
May 16, 2022
Q1 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-799- 99.88% |
$146K - $184K
|
1
$376
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-800- 5.97% |
$146K - $184K
|
12.6K
$4.73M
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-800- 7.84% |
$146K - $184K
|
9.4K
$3.53M
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-800- 42.87% |
$146K - $184K
|
1.07K
$401K
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-803- 11.85% |
$147K - $185K
|
5.97K
$2.24M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-811- 37.03% |
$148K - $186K
|
1.38K
$518K
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-814- 3.61% |
$149K - $187K
|
21.8K
$8.17M
|
|
May 06, 2022
Q1 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-820- 30.6% |
$150K - $188K
|
1.86K
$699K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-822- 12.08% |
$150K - $189K
|
5.99K
$2.25M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-849- 9.7% |
$155K - $195K
|
7.91K
$2.97M
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-856- 0.27% |
$157K - $197K
|
319K
$120M
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-860- 9.32% |
$157K - $198K
|
8.37K
$3.14M
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-861- 2.55% |
$157K - $198K
|
32.9K
$12.4M
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-872- 30.38% |
$159K - $200K
|
2K
$751K
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-896- 12.65% |
$164K - $206K
|
6.19K
$2.32M
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-900- 15.83% |
$165K - $207K
|
4.79K
$1.8M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-914- 20.97% |
$167K - $210K
|
3.45K
$1.29M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-915Closed |
$167K - $210K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-928- 16.53% |
$170K - $213K
|
4.69K
$1.76M
|
|
Apr 27, 2022
Q1 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-933- 4.51% |
$171K - $214K
|
19.7K
$7.42M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-950- 22.19% |
$174K - $218K
|
3.33K
$1.25M
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-950- 26.84% |
$174K - $218K
|
2.59K
$973K
|