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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-254- 12.66% |
$45.4K - $59.7K
|
1.75K
$638K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-255- 12.7% |
$45.6K - $59.9K
|
1.75K
$638K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-261- 19.89% |
$46.6K - $61.4K
|
1.05K
$382K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-263- 8.27% |
$47K - $61.8K
|
2.92K
$1.06M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-263- 98.87% |
$47K - $61.8K
|
3
$1.09K
|
|
|
Jul 11, 2022
Q2 2022
|
Paradiem, LLC
|
SELL
|
- |
-264- 1.18% |
$47.2K - $62.1K
|
22.2K
$8.07M
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-264- 15.78% |
$47.2K - $62.1K
|
1.41K
$513K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-265- 15.62% |
$47.3K - $62.3K
|
1.43K
$521K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-266- 13.71% |
$47.5K - $62.5K
|
1.67K
$609K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-266- 13.9% |
$47.5K - $62.5K
|
1.65K
$600K
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-267- 1.25% |
$47.7K - $62.8K
|
21.1K
$7.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-268- 7.3% |
$47.9K - $63K
|
3.4K
$1.24M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
SELL
|
- |
-269- 8.61% |
$48.1K - $63.2K
|
2.86K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-270- 10.69% |
$48.2K - $63.5K
|
2.26K
$821K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-271- 1.2% |
$48.4K - $63.7K
|
22.2K
$8.09M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-275- 27.25% |
$49.1K - $64.6K
|
734
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-277- 4.29% |
$49.5K - $65.1K
|
6.17K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-278- 6.66% |
$49.7K - $65.4K
|
3.9K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-278- 3.96% |
$49.7K - $65.4K
|
6.74K
$2.45M
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-279- 10.05% |
$49.8K - $65.6K
|
2.5K
$908K
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-279- 0.89% |
$49.8K - $65.6K
|
31K
$11.3M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-279- 4.87% |
$49.8K - $65.6K
|
5.45K
$1.98M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-283- 4.32% |
$50.6K - $66.5K
|
6.27K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-284- 0.51% |
$50.7K - $66.8K
|
55.6K
$20.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-285- 1.43% |
$50.9K - $67K
|
19.7K
$7.16M
|
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
SELL
|
- |
-287- 0.75% |
$51.3K - $67.5K
|
38K
$13.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-299- 7.16% |
$53.4K - $70.3K
|
3.88K
$1.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-300- 10.71% |
$53.6K - $70.5K
|
2.5K
$910K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.88% |
$53.6K - $70.5K
|
33.8K
$12.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 2.14% |
$53.6K - $70.5K
|
13.7K
$4.99M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-302- 17.49% |
$54K - $71K
|
1.43K
$519K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-304- 0.71% |
$54.3K - $71.5K
|
42.2K
$15.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-305- 1.62% |
$54.5K - $71.7K
|
18.5K
$6.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-306- 2.31% |
$54.7K - $71.9K
|
12.9K
$4.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-306- 2.3% |
$54.7K - $71.9K
|
13K
$4.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-307- 2.92% |
$54.9K - $72.2K
|
10.2K
$3.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-307Closed |
$54.9K - $72.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-310- 8.47% |
$55.4K - $72.9K
|
3.35K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-310- 7.3% |
$55.4K - $72.9K
|
3.94K
$1.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-310- 1.05% |
$55.4K - $72.9K
|
29.3K
$10.7M
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-321- 13.65% |
$57.4K - $75.5K
|
2.03K
$739K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-323- 1.24% |
$57.7K - $75.9K
|
25.6K
$9.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-325- 4.27% |
$58.1K - $76.4K
|
7.3K
$2.65M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-328- 1.19% |
$58.6K - $77.1K
|
27.3K
$9.95M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-330Closed |
$59K - $77.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-346- 8.29% |
$61.8K - $81.3K
|
3.83K
$1.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-347- 1.92% |
$62K - $81.6K
|
17.7K
$6.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-349- 2.33% |
$62.4K - $82K
|
14.7K
$5.33M
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-350- 19.18% |
$62.5K - $82.3K
|
1.48K
$537K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-351- 1.3% |
$62.7K - $82.5K
|
26.7K
$9.71M
|