Purchases and Sales Made in Q2 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.08% |
$179 - $235
|
1.23K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$179 - $235
|
1.44K
$525K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.99% |
$179 - $235
|
102
$37.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-1- 0.1% |
$179 - $235
|
1K
$365K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$179 - $235
|
4.07K
$1.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$179 - $235
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1- 0.03% |
$179 - $235
|
3.93K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.02% |
$179 - $235
|
4.19K
$1.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1Closed |
$179 - $235
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1- 0.06% |
$179 - $235
|
1.55K
$565K
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
SELL
|
- |
-2- 0.09% |
$357 - $470
|
2.24K
$814K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.44% |
$357 - $470
|
448
$163K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 0.99% |
$536 - $705
|
300
$109K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.21% |
$536 - $705
|
1.41K
$514K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3- 0.08% |
$536 - $705
|
3.57K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.57% |
$536 - $705
|
188
$68.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4- 0.13% |
$715 - $940
|
3.06K
$1.11M
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.17% |
$893 - $1.18K
|
2.9K
$1.06M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.26% |
$893 - $1.18K
|
1.94K
$706K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5- 0.36% |
$893 - $1.18K
|
1.4K
$509K
|
|
|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
SELL
|
- |
-5- 0.12% |
$893 - $1.18K
|
4.01K
$1.46M
|
|
|
Aug 03, 2022
Q2 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5- 0.44% |
$893 - $1.18K
|
1.13K
$410K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-6- 0.11% |
$1.07K - $1.41K
|
5.29K
$1.92M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6- 0.14% |
$1.07K - $1.41K
|
4.15K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$1.07K - $1.41K
|
8.03K
$2.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 0.74% |
$1.07K - $1.41K
|
803
$292K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.41% |
$1.07K - $1.41K
|
1.47K
$533K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 0.95% |
$1.07K - $1.41K
|
627
$228K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 0.14% |
$1.07K - $1.41K
|
4.24K
$1.54M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-7- 0.32% |
$1.25K - $1.65K
|
2.15K
$781K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-7- 0.51% |
$1.25K - $1.65K
|
1.36K
$495K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-7- 0.44% |
$1.25K - $1.65K
|
1.59K
$577K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-7- 0.21% |
$1.25K - $1.65K
|
3.3K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9Closed |
$1.61K - $2.12K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9- 2.54% |
$1.61K - $2.12K
|
346
$126K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-10- 0.22% |
$1.79K - $2.35K
|
4.47K
$1.62M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 0.22% |
$1.79K - $2.35K
|
4.52K
$1.64M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.83% |
$1.79K - $2.35K
|
1.2K
$437K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-10- 0.29% |
$1.79K - $2.35K
|
3.38K
$1.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 0.61% |
$1.79K - $2.35K
|
1.63K
$593K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10- 0.42% |
$1.79K - $2.35K
|
2.36K
$859K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-11- 0.23% |
$1.97K - $2.59K
|
4.78K
$1.74M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-11- 0.35% |
$1.97K - $2.59K
|
3.13K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11- 0.6% |
$1.97K - $2.59K
|
1.82K
$664K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-12- 0.23% |
$2.14K - $2.82K
|
5.32K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-12- 0.06% |
$2.14K - $2.82K
|
19.1K
$6.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.36% |
$2.14K - $2.82K
|
3.31K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-13- 0.43% |
$2.32K - $3.06K
|
3.03K
$1.1M
|