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 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$190K - $251K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.07KClosed |
$190K - $251K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.07KClosed |
$191K - $251K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.07KClosed |
$192K - $252K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.07KClosed |
$192K - $252K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.08KClosed |
$192K - $253K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.08KClosed |
$192K - $253K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.08KClosed |
$193K - $253K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.08KClosed |
$193K - $254K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.08KClosed |
$193K - $254K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.08KClosed |
$193K - $254K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.08KClosed |
$194K - $255K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.09KClosed |
$195K - $257K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.1K- 19.91% |
$196K - $258K
|
4.41K
$1.6M
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$197K - $259K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.11KClosed |
$198K - $261K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.11KClosed |
$199K - $261K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.11K- 11.06% |
$199K - $262K
|
8.95K
$3.26M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$200K - $264K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.13KClosed |
$201K - $264K
|
0
$0
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.13KClosed |
$203K - $267K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.15K- 5.2% |
$205K - $270K
|
20.9K
$7.61M
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.16KClosed |
$207K - $272K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 24.18% |
$207K - $272K
|
3.63K
$1.32M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 25.62% |
$207K - $272K
|
3.36K
$1.22M
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.16K- 9.22% |
$207K - $273K
|
11.4K
$4.16M
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$208K - $274K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.17K- 1.87% |
$209K - $276K
|
61.6K
$22.4M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.17K- 34.72% |
$210K - $276K
|
2.21K
$803K
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.18K- 36.57% |
$210K - $277K
|
2.04K
$743K
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.18KClosed |
$211K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.19K- 0.83% |
$212K - $279K
|
141K
$51.3M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 10.08% |
$212K - $279K
|
10.6K
$3.85M
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.2K- 1.8% |
$214K - $282K
|
65.4K
$23.8M
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-1.2KClosed |
$214K - $282K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.2K- 29.9% |
$214K - $282K
|
2.81K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.21K- 40.87% |
$216K - $284K
|
1.75K
$635K
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.21K- 6.58% |
$216K - $284K
|
17.2K
$6.26M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.21K- 5.51% |
$217K - $285K
|
20.8K
$7.58M
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.21KClosed |
$217K - $285K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.22KClosed |
$218K - $287K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.22K- 14.9% |
$219K - $288K
|
6.99K
$2.54M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.23KClosed |
$219K - $288K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.23KClosed |
$219K - $288K
|
0
$0
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.23KClosed |
$220K - $290K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.24K- 99.84% |
$222K - $292K
|
2
$728
|