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 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-126- 12.28% |
$22.5K - $29.6K
|
900
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-129- 2.56% |
$23K - $30.3K
|
4.92K
$1.79M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-129- 2.56% |
$23K - $30.3K
|
4.92K
$1.79M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-130- 0.33% |
$23.2K - $30.6K
|
39K
$14.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-130- 0.62% |
$23.2K - $30.6K
|
20.7K
$7.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-132- 1.89% |
$23.6K - $31K
|
6.86K
$2.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-132- 1.78% |
$23.6K - $31K
|
7.28K
$2.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-134- 11.97% |
$23.9K - $31.5K
|
985
$358K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-136- 51.13% |
$24.3K - $32K
|
130
$47.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-136- 5.9% |
$24.3K - $32K
|
2.17K
$789K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-136- 2.03% |
$24.3K - $32K
|
6.56K
$2.39M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-140- 0.61% |
$25K - $32.9K
|
23K
$8.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-140- 1.11% |
$25K - $32.9K
|
12.5K
$4.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-140- 3.22% |
$25K - $32.9K
|
4.21K
$1.53M
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-141- 1.35% |
$25.2K - $33.1K
|
10.3K
$3.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-144- 8.27% |
$25.7K - $33.9K
|
1.6K
$581K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-148- 1.88% |
$26.4K - $34.8K
|
7.73K
$2.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-149- 3.22% |
$26.6K - $35K
|
4.48K
$1.63M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-150- 1.35% |
$26.8K - $35.3K
|
11K
$3.99M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-150- 0.58% |
$26.8K - $35.3K
|
25.8K
$9.39M
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-150- 4.32% |
$26.8K - $35.3K
|
3.33K
$1.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-150- 47.77% |
$26.8K - $35.3K
|
164
$59.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-150- 3.35% |
$26.8K - $35.3K
|
4.33K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-152- 3.23% |
$27.2K - $35.7K
|
4.56K
$1.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-154- 2.02% |
$27.5K - $36.2K
|
7.47K
$2.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-155- 8.48% |
$27.7K - $36.4K
|
1.67K
$608K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-158- 5.31% |
$28.2K - $37.1K
|
2.82K
$1.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-159- 4.14% |
$28.4K - $37.4K
|
3.68K
$1.34M
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-160- 9.42% |
$28.6K - $37.6K
|
1.54K
$560K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-160- 0.92% |
$28.6K - $37.6K
|
17.3K
$6.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-160- 2.26% |
$28.6K - $37.6K
|
6.92K
$2.52M
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-162- 5.52% |
$28.9K - $38.1K
|
2.77K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-162- 1.08% |
$28.9K - $38.1K
|
14.8K
$5.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-164- 3.44% |
$29.3K - $38.6K
|
4.6K
$1.67M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-169- 2.6% |
$30.2K - $39.7K
|
6.32K
$2.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-172- 2.5% |
$30.7K - $40.4K
|
6.72K
$2.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-176- 7.68% |
$31.4K - $41.4K
|
2.12K
$770K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-177- 7.94% |
$31.6K - $41.6K
|
2.05K
$747K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-178- 2.42% |
$31.8K - $41.8K
|
7.19K
$2.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-179- 1.9% |
$32K - $42.1K
|
9.26K
$3.37M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-180- 3.71% |
$32.2K - $42.3K
|
4.67K
$1.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-180- 0.74% |
$32.2K - $42.3K
|
24.3K
$8.83M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-183- 17.31% |
$32.7K - $43K
|
874
$318K
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-185- 2.21% |
$33.1K - $43.5K
|
8.18K
$2.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-189- 1.48% |
$33.8K - $44.4K
|
12.6K
$4.58M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-193- 1.56% |
$34.5K - $45.4K
|
12.2K
$4.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-193- 1.33% |
$34.5K - $45.4K
|
14.3K
$5.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-193- 14.68% |
$34.5K - $45.4K
|
1.12K
$408K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 9.7% |
$34.7K - $45.6K
|
1.81K
$657K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-195- 0.8% |
$34.8K - $45.8K
|
24.2K
$8.82M
|