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 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-95- 5.33% |
$17K - $22.3K
|
1.69K
$614K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-96- 2.64% |
$17.2K - $22.6K
|
3.54K
$1.29M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-98- 4.19% |
$17.5K - $23K
|
2.24K
$816K
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-100- 1.31% |
$17.9K - $23.5K
|
7.56K
$2.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-100- 2.53% |
$17.9K - $23.5K
|
3.86K
$1.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-100- 4.38% |
$17.9K - $23.5K
|
2.18K
$795K
|
|
|
Jul 21, 2022
Q2 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 5.29% |
$17.9K - $23.5K
|
1.79K
$652K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 1.4% |
$17.9K - $23.5K
|
7.04K
$2.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-100- 4.94% |
$17.9K - $23.5K
|
1.93K
$700K
|
|
|
Aug 03, 2022
Q2 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 1.47% |
$17.9K - $23.5K
|
6.7K
$2.44M
|
|
|
Aug 03, 2022
Q2 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-100- 0.15% |
$17.9K - $23.5K
|
64.5K
$23.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-100- 6.06% |
$17.9K - $23.5K
|
1.55K
$564K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 3.31% |
$17.9K - $23.5K
|
2.92K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.56% |
$17.9K - $23.5K
|
17.8K
$6.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-100Closed |
$17.9K - $23.5K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-101- 1.1% |
$18K - $23.7K
|
9.05K
$3.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-101- 2.01% |
$18K - $23.7K
|
4.91K
$1.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-101- 7.06% |
$18K - $23.7K
|
1.33K
$484K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-102- 3.68% |
$18.2K - $24K
|
2.67K
$972K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-103- 0.65% |
$18.4K - $24.2K
|
15.9K
$5.77M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-103- 4.09% |
$18.4K - $24.2K
|
2.42K
$879K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-103- 6.13% |
$18.4K - $24.2K
|
1.58K
$574K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-103- 15.61% |
$18.4K - $24.2K
|
557
$203K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-103- 3.57% |
$18.4K - $24.2K
|
2.78K
$1.01M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-103- 6.09% |
$18.4K - $24.2K
|
1.59K
$577K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-104- 0.43% |
$18.6K - $24.4K
|
24.2K
$8.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-104- 23.85% |
$18.6K - $24.4K
|
332
$121K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-105- 1.94% |
$18.8K - $24.7K
|
5.3K
$1.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-105- 0.85% |
$18.8K - $24.7K
|
12.2K
$4.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-105- 0.62% |
$18.8K - $24.7K
|
16.7K
$6.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-105- 1.45% |
$18.8K - $24.7K
|
7.13K
$2.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108- 3.13% |
$19.3K - $25.4K
|
3.34K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-109- 2.15% |
$19.5K - $25.6K
|
4.97K
$1.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-109- 0.45% |
$19.5K - $25.6K
|
24.1K
$8.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-109- 2.81% |
$19.5K - $25.6K
|
3.77K
$1.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-110- 1.72% |
$19.7K - $25.9K
|
6.3K
$2.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-110- 5.2% |
$19.7K - $25.9K
|
2.01K
$730K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-111- 0.73% |
$19.8K - $26.1K
|
15.1K
$5.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-114- 1.65% |
$20.4K - $26.8K
|
6.78K
$2.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-115- 1.15% |
$20.5K - $27K
|
9.87K
$3.59M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-116- 4.06% |
$20.7K - $27.3K
|
2.74K
$997K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-116- 4.89% |
$20.7K - $27.3K
|
2.26K
$821K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-116- 12.75% |
$20.7K - $27.3K
|
794
$289K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-117- 3.1% |
$20.9K - $27.5K
|
3.66K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-118- 0.85% |
$21.1K - $27.7K
|
13.7K
$4.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-120- 2.14% |
$21.4K - $28.2K
|
5.49K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-122- 9.03% |
$21.8K - $28.7K
|
1.23K
$447K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-124- 1.11% |
$22.2K - $29.1K
|
11.1K
$4.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-124- 2.06% |
$22.2K - $29.1K
|
5.89K
$2.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-126- 3.18% |
$22.5K - $29.6K
|
3.84K
$1.4M
|