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 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-954- 5.34% |
$170K - $224K
|
16.9K
$6.15M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-958- 1.53% |
$171K - $225K
|
61.5K
$22.4M
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-960- 42.48% |
$172K - $226K
|
1.3K
$473K
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-965Closed |
$172K - $227K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-966- 9.85% |
$173K - $227K
|
8.84K
$3.22M
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-975- 23.35% |
$174K - $229K
|
3.2K
$1.16M
|
|
Jul 29, 2022
Q2 2022
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-975Closed |
$174K - $229K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-975- 10.83% |
$174K - $229K
|
8.03K
$2.92M
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-980Closed |
$175K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-985Closed |
$176K - $232K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-991Closed |
$177K - $233K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-992Closed |
$177K - $233K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-994Closed |
$178K - $234K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-994- 15.61% |
$178K - $234K
|
5.38K
$1.96M
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-995- 11.86% |
$178K - $234K
|
7.39K
$2.69M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-995Closed |
$178K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-995Closed |
$178K - $234K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-996Closed |
$178K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-996Closed |
$178K - $234K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-997Closed |
$178K - $234K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1K- 46.19% |
$179K - $235K
|
1.17K
$424K
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 33.33% |
$179K - $235K
|
2K
$728K
|
|
Aug 15, 2022
Q2 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1KClosed |
$179K - $235K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1KClosed |
$179K - $236K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.01KClosed |
$180K - $236K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.01KClosed |
$180K - $237K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.01KClosed |
$180K - $237K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.01K- 34.66% |
$181K - $238K
|
1.91K
$694K
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.01KClosed |
$181K - $238K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.02KClosed |
$181K - $239K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-1.02KClosed |
$182K - $239K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.02KClosed |
$182K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.02KClosed |
$182K - $240K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.02K- 1.0% |
$183K - $240K
|
101K
$36.7M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.02KClosed |
$183K - $240K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 5.4% |
$185K - $244K
|
18.2K
$6.61M
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.04K- 0.35% |
$186K - $244K
|
296K
$108M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.04K- 98.67% |
$186K - $245K
|
14
$5.09K
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.04KClosed |
$186K - $245K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.05KClosed |
$188K - $247K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.05KClosed |
$188K - $248K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.06KClosed |
$189K - $248K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.06KClosed |
$189K - $249K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-1.06K- 3.35% |
$190K - $250K
|
30.7K
$11.2M
|