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 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.26K- 3.76% |
$224K - $295K
|
32.1K
$11.7M
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.26K- 3.76% |
$224K - $295K
|
32.1K
$11.7M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.27KClosed |
$226K - $298K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.27KClosed |
$226K - $298K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.28KClosed |
$228K - $300K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.28K- 35.28% |
$229K - $302K
|
2.35K
$857K
|
|
Aug 03, 2022
Q2 2022
|
Lgt Group Foundation
|
SELL
|
- |
-1.29K- 12.53% |
$230K - $302K
|
8.97K
$3.26M
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-1.31KClosed |
$234K - $308K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.32KClosed |
$236K - $311K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.33K- 2.16% |
$237K - $311K
|
59.9K
$21.8M
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.35K- 6.39% |
$241K - $317K
|
19.8K
$7.2M
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.36KClosed |
$243K - $320K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.39KClosed |
$248K - $326K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 1.45% |
$250K - $329K
|
95.2K
$34.6M
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.42K- 0.95% |
$253K - $333K
|
147K
$53.5M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.47K- 13.77% |
$263K - $346K
|
9.21K
$3.35M
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 4.76% |
$268K - $353K
|
30K
$10.9M
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-1.5K- 98.3% |
$268K - $353K
|
26
$9.46K
|
|
Aug 15, 2022
Q2 2022
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-1.5KClosed |
$268K - $353K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.51KClosed |
$270K - $355K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.52K- 13.95% |
$271K - $357K
|
9.36K
$3.41M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.54KClosed |
$275K - $361K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-1.55KClosed |
$277K - $364K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.55KClosed |
$277K - $364K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-1.56K- 1.01% |
$279K - $366K
|
153K
$55.7M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.56K- 12.95% |
$279K - $366K
|
10.5K
$3.81M
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.57K- 25.51% |
$281K - $369K
|
4.59K
$1.67M
|
|
Aug 02, 2022
Q2 2022
|
Beddow Capital Management Inc
|
SELL
|
- |
-1.58KClosed |
$282K - $371K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.58K- 3.6% |
$282K - $372K
|
42.3K
$15.4M
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.63K- 5.55% |
$291K - $383K
|
27.7K
$10.1M
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$293K - $386K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-1.65KClosed |
$294K - $387K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.65KClosed |
$294K - $387K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.66K- 8.35% |
$297K - $391K
|
18.3K
$6.65M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.69K- 6.85% |
$302K - $397K
|
23K
$8.36M
|
|
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.69K- 0.58% |
$302K - $398K
|
289K
$105M
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.7KClosed |
$304K - $400K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.73K- 2.62% |
$309K - $407K
|
64.4K
$23.4M
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.75K- 9.25% |
$312K - $411K
|
17.2K
$6.25M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.79K- 16.45% |
$320K - $421K
|
9.1K
$3.31M
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.79K- 6.68% |
$320K - $421K
|
25K
$9.11M
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.83K- 34.35% |
$328K - $431K
|
3.5K
$1.27M
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.84K- 48.39% |
$329K - $433K
|
1.97K
$716K
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.87K- 4.28% |
$334K - $439K
|
41.8K
$15.2M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.92KClosed |
$343K - $451K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.92K- 1.89% |
$343K - $452K
|
99.6K
$36.2M
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.93KClosed |
$344K - $453K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.95KClosed |
$348K - $458K
|
0
$0
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.98K- 7.93% |
$353K - $464K
|
22.9K
$8.34M
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.99K- 48.36% |
$355K - $468K
|
2.12K
$773K
|