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 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-783- 16.88% |
$140K - $184K
|
3.86K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-787- 19.37% |
$141K - $185K
|
3.28K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-789- 1.01% |
$141K - $185K
|
77.3K
$28.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-792- 1.75% |
$142K - $186K
|
44.4K
$16.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-793- 19.8% |
$142K - $186K
|
3.21K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 4.82% |
$143K - $188K
|
15.8K
$5.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-815- 14.39% |
$146K - $192K
|
4.85K
$1.76M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-817- 4.68% |
$146K - $192K
|
16.6K
$6.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-819- 0.37% |
$146K - $193K
|
221K
$80.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-824- 4.3% |
$147K - $194K
|
18.3K
$6.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-839- 11.66% |
$150K - $197K
|
6.35K
$2.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-842- 26.14% |
$150K - $198K
|
2.38K
$866K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-849- 12.29% |
$152K - $200K
|
6.06K
$2.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-859- 5.14% |
$153K - $202K
|
15.9K
$5.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-863- 0.91% |
$154K - $203K
|
93.8K
$34.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-879Closed |
$157K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-881- 28.14% |
$157K - $207K
|
2.25K
$819K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-894- 11.31% |
$160K - $210K
|
7.01K
$2.55M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-897Closed |
$160K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-897- 11.18% |
$160K - $211K
|
7.13K
$2.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-900Closed |
$161K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-900Closed |
$161K - $212K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-900Closed |
$161K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-904- 15.42% |
$162K - $213K
|
4.96K
$1.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-907Closed |
$162K - $213K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-908Closed |
$162K - $213K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-909Closed |
$162K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-914Closed |
$163K - $215K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-923Closed |
$165K - $217K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-925Closed |
$165K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-927Closed |
$166K - $218K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-928Closed |
$166K - $218K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-929Closed |
$166K - $218K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-929- 2.26% |
$166K - $218K
|
40.2K
$14.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-929- 6.54% |
$166K - $218K
|
13.3K
$4.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-930- 1.56% |
$166K - $219K
|
58.5K
$21.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-934Closed |
$167K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-937Closed |
$167K - $220K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-940Closed |
$168K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-940- 32.36% |
$168K - $221K
|
1.97K
$715K
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-943Closed |
$168K - $222K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-943Closed |
$168K - $222K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-944Closed |
$169K - $222K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-945Closed |
$169K - $222K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-947Closed |
$169K - $223K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-947Closed |
$169K - $223K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-950Closed |
$170K - $223K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-950Closed |
$170K - $223K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-952Closed |
$170K - $224K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-953Closed |
$170K - $224K
|
0
$0
|