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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-38- 2.4% |
$6.79K - $8.93K
|
1.55K
$563K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-38- 1.19% |
$6.79K - $8.93K
|
3.15K
$1.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-38- 0.65% |
$6.79K - $8.93K
|
5.81K
$2.11M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-39- 28.06% |
$6.97K - $9.17K
|
100
$36.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-40- 0.75% |
$7.15K - $9.4K
|
5.31K
$1.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-40- 2.58% |
$7.15K - $9.4K
|
1.51K
$549K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-40- 2.85% |
$7.15K - $9.4K
|
1.36K
$496K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-41- 1.22% |
$7.33K - $9.64K
|
3.33K
$1.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-42- 0.07% |
$7.5K - $9.87K
|
59.3K
$21.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 42.57% |
$7.68K - $10.1K
|
58
$21.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-43- 0.53% |
$7.68K - $10.1K
|
8.02K
$2.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-43Closed |
$7.68K - $10.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 4.96% |
$7.86K - $10.3K
|
843
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-44- 1.62% |
$7.86K - $10.3K
|
2.67K
$973K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
SELL
|
- |
-45- 0.94% |
$8.04K - $10.6K
|
4.74K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-45- 0.54% |
$8.04K - $10.6K
|
8.27K
$3.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-46- 1.54% |
$8.22K - $10.8K
|
2.94K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-46- 2.13% |
$8.22K - $10.8K
|
2.12K
$770K
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-47- 1.84% |
$8.4K - $11K
|
2.51K
$913K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-47- 0.89% |
$8.4K - $11K
|
5.26K
$1.91M
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 1.02% |
$8.4K - $11K
|
4.54K
$1.65M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-50- 3.09% |
$8.93K - $11.8K
|
1.57K
$570K
|
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-50- 0.25% |
$8.93K - $11.8K
|
19.8K
$7.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 6.11% |
$8.93K - $11.8K
|
769
$280K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 6.99% |
$8.93K - $11.8K
|
665
$242K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 0.95% |
$8.93K - $11.8K
|
5.2K
$1.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.45% |
$8.93K - $11.8K
|
1.4K
$509K
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 0.88% |
$8.93K - $11.8K
|
5.61K
$2.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 2.39% |
$8.93K - $11.8K
|
2.05K
$744K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 1.36% |
$8.93K - $11.8K
|
3.63K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 0.11% |
$8.93K - $11.8K
|
44.2K
$16.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 29.07% |
$8.93K - $11.8K
|
122
$44.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-50- 0.92% |
$8.93K - $11.8K
|
5.36K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 1.84% |
$8.93K - $11.8K
|
2.67K
$970K
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-51- 3.36% |
$9.11K - $12K
|
1.47K
$535K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-51- 16.61% |
$9.11K - $12K
|
256
$93.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-52- 2.61% |
$9.29K - $12.2K
|
1.94K
$706K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-53- 2.94% |
$9.47K - $12.5K
|
1.75K
$638K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-53- 3.51% |
$9.47K - $12.5K
|
1.46K
$530K
|
|
|
Jul 19, 2022
Q2 2022
|
Bender Robert & Associates
|
SELL
|
- |
-55- 3.29% |
$9.83K - $12.9K
|
1.62K
$588K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-55- 2.8% |
$9.83K - $12.9K
|
1.91K
$695K
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-55- 0.33% |
$9.83K - $12.9K
|
16.5K
$5.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-55- 1.35% |
$9.83K - $12.9K
|
4.02K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-56- 3.66% |
$10K - $13.2K
|
1.48K
$537K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56- 1.15% |
$10K - $13.2K
|
4.8K
$1.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-57- 0.92% |
$10.2K - $13.4K
|
6.16K
$2.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-57- 3.74% |
$10.2K - $13.4K
|
1.47K
$534K
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-59- 0.11% |
$10.5K - $13.9K
|
53.8K
$19.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-59- 3.4% |
$10.5K - $13.9K
|
1.68K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-59- 0.26% |
$10.5K - $13.9K
|
22.8K
$8.31M
|