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 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-60- 1.8% |
$10.7K - $14.1K
|
3.27K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60- 1.75% |
$10.7K - $14.1K
|
3.38K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-60- 2.98% |
$10.7K - $14.1K
|
1.95K
$711K
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-61Closed |
$10.9K - $14.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-61- 0.55% |
$10.9K - $14.3K
|
10.9K
$3.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-64- 4.13% |
$11.4K - $15K
|
1.49K
$541K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-65- 3.63% |
$11.6K - $15.3K
|
1.73K
$628K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-66- 0.59% |
$11.8K - $15.5K
|
11.1K
$4.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-67- 4.24% |
$12K - $15.8K
|
1.51K
$551K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-67Closed |
$12K - $15.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-68- 1.03% |
$12.1K - $16K
|
6.52K
$2.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-69- 5.43% |
$12.3K - $16.2K
|
1.2K
$437K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-70- 9.46% |
$12.5K - $16.5K
|
670
$244K
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-70- 0.22% |
$12.5K - $16.5K
|
31.4K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-70- 3.62% |
$12.5K - $16.5K
|
1.87K
$679K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-70- 2.39% |
$12.5K - $16.5K
|
2.86K
$1.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-73- 5.43% |
$13K - $17.2K
|
1.27K
$463K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-73- 0.66% |
$13K - $17.2K
|
11K
$4.01M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-73- 2.2% |
$13K - $17.2K
|
3.25K
$1.18M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-73- 2.2% |
$13K - $17.2K
|
3.25K
$1.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-74- 0.29% |
$13.2K - $17.4K
|
25.5K
$9.27M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 2.28% |
$13.4K - $17.6K
|
3.21K
$1.17M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-75- 4.4% |
$13.4K - $17.6K
|
1.63K
$593K
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-75- 0.78% |
$13.4K - $17.6K
|
9.58K
$3.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.21% |
$13.4K - $17.6K
|
6.12K
$2.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-75- 1.15% |
$13.4K - $17.6K
|
6.47K
$2.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-75- 0.57% |
$13.4K - $17.6K
|
13.2K
$4.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-77- 1.54% |
$13.8K - $18.1K
|
4.94K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-77- 0.41% |
$13.8K - $18.1K
|
18.7K
$6.79M
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-78- 1.09% |
$13.9K - $18.3K
|
7.09K
$2.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-78- 15.35% |
$13.9K - $18.3K
|
430
$156K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-79- 0.37% |
$14.1K - $18.6K
|
21.2K
$7.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-79- 88.76% |
$14.1K - $18.6K
|
10
$3.64K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-81- 2.87% |
$14.5K - $19K
|
2.74K
$997K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-82- 6.73% |
$14.7K - $19.3K
|
1.14K
$414K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-82- 2.66% |
$14.7K - $19.3K
|
3K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-84- 4.71% |
$15K - $19.7K
|
1.7K
$619K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-85- 2.28% |
$15.2K - $20K
|
3.64K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-85- 2.6% |
$15.2K - $20K
|
3.18K
$1.16M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-88- 0.55% |
$15.7K - $20.7K
|
15.8K
$5.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-90- 0.96% |
$16.1K - $21.2K
|
9.33K
$3.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-91- 2.57% |
$16.3K - $21.4K
|
3.45K
$1.26M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-91- 4.08% |
$16.3K - $21.4K
|
2.14K
$778K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-92- 1.31% |
$16.4K - $21.6K
|
6.92K
$2.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-92- 0.51% |
$16.4K - $21.6K
|
18K
$6.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-93- 1.14% |
$16.6K - $21.9K
|
8.08K
$2.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-93- 1.95% |
$16.6K - $21.9K
|
4.67K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-94- 0.63% |
$16.8K - $22.1K
|
14.8K
$5.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-94- 2.6% |
$16.8K - $22.1K
|
3.53K
$1.28M
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-95- 6.63% |
$17K - $22.3K
|
1.34K
$487K
|