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 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13- 0.58% |
$2.32K - $3.06K
|
2.21K
$805K
|
|
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.41% |
$2.68K - $3.53K
|
3.63K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.64% |
$2.68K - $3.53K
|
2.32K
$842K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-15- 13.16% |
$2.68K - $3.53K
|
99
$36K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-15- 0.37% |
$2.68K - $3.53K
|
4K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-15- 1.12% |
$2.68K - $3.53K
|
1.32K
$480K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16- 0.04% |
$2.86K - $3.76K
|
36.9K
$13.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-18- 0.32% |
$3.22K - $4.23K
|
5.63K
$2.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-19- 0.25% |
$3.39K - $4.47K
|
7.64K
$2.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-19- 0.04% |
$3.39K - $4.47K
|
42.8K
$15.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
SELL
|
- |
-19- 0.14% |
$3.39K - $4.47K
|
14K
$5.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-19- 0.85% |
$3.39K - $4.47K
|
2.21K
$804K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-20Closed |
$3.57K - $4.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-20- 0.6% |
$3.57K - $4.7K
|
3.33K
$1.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-21- 0.86% |
$3.75K - $4.94K
|
2.43K
$883K
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-21- 0.53% |
$3.75K - $4.94K
|
3.98K
$1.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-22- 3.87% |
$3.93K - $5.17K
|
547
$199K
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-23- 0.56% |
$4.11K - $5.41K
|
4.07K
$1.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-23- 0.02% |
$4.11K - $5.41K
|
94.7K
$34.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-24- 0.55% |
$4.29K - $5.64K
|
4.31K
$1.57M
|
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-25- 1.85% |
$4.47K - $5.88K
|
1.33K
$484K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-25- 12.38% |
$4.47K - $5.88K
|
177
$64.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.81% |
$4.47K - $5.88K
|
1.35K
$492K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-25- 13.89% |
$4.47K - $5.88K
|
155
$56.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-25- 1.15% |
$4.47K - $5.88K
|
2.15K
$783K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-25- 1.4% |
$4.47K - $5.88K
|
1.76K
$641K
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-26- 0.24% |
$4.65K - $6.11K
|
10.8K
$3.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-26- 0.16% |
$4.65K - $6.11K
|
16.5K
$6M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-26- 0.69% |
$4.65K - $6.11K
|
3.76K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-27- 1.35% |
$4.82K - $6.35K
|
1.97K
$717K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-28- 2.41% |
$5K - $6.58K
|
1.13K
$412K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-28- 0.96% |
$5K - $6.58K
|
2.88K
$1.05M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29Closed |
$5.18K - $6.82K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-30- 0.51% |
$5.36K - $7.05K
|
5.86K
$2.13M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-30- 2.19% |
$5.36K - $7.05K
|
1.34K
$488K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31- 0.86% |
$5.54K - $7.29K
|
3.57K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-31- 1.5% |
$5.54K - $7.29K
|
2.03K
$739K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-33- 0.96% |
$5.9K - $7.76K
|
3.41K
$1.24M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-34- 2.19% |
$6.07K - $7.99K
|
1.52K
$553K
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-34- 16.83% |
$6.07K - $7.99K
|
168
$61.1K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-34- 0.61% |
$6.07K - $7.99K
|
5.55K
$2.02M
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.46% |
$6.25K - $8.23K
|
2.37K
$862K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-35- 1.83% |
$6.25K - $8.23K
|
1.88K
$684K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-35- 0.29% |
$6.25K - $8.23K
|
12K
$4.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 0.35% |
$6.25K - $8.23K
|
9.88K
$3.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-35- 1.18% |
$6.25K - $8.23K
|
2.92K
$1.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-36- 1.76% |
$6.43K - $8.46K
|
2.01K
$731K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-36- 1.31% |
$6.43K - $8.46K
|
2.71K
$987K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-37- 2.03% |
$6.61K - $8.7K
|
1.79K
$650K
|
|
|
Aug 09, 2022
Q2 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-37- 0.14% |
$6.61K - $8.7K
|
25.9K
$9.43M
|