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 04, 2022
Q2 2022
|
Capital Square, LLC
|
SELL
|
- |
-2.01K- 56.65% |
$358K - $471K
|
1.53K
$558K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.06K- 15.24% |
$367K - $483K
|
11.4K
$4.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.09KClosed |
$374K - $492K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.11K- 39.62% |
$377K - $496K
|
3.22K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.12KClosed |
$379K - $498K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.13K- 3.85% |
$380K - $500K
|
53.1K
$19.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.13K- 15.43% |
$381K - $501K
|
11.7K
$4.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.15KClosed |
$384K - $505K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-2.16K- 4.66% |
$386K - $508K
|
44.2K
$16.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.19K- 2.11% |
$392K - $516K
|
102K
$37M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.21K- 7.41% |
$394K - $519K
|
27.5K
$10M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-2.21K- 2.63% |
$394K - $519K
|
81.6K
$29.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.24K- 22.91% |
$399K - $525K
|
7.52K
$2.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.25KClosed |
$403K - $530K
|
0
$0
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.26K- 9.52% |
$403K - $530K
|
21.4K
$7.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.27K- 1.87% |
$405K - $533K
|
119K
$43.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.28K- 31.45% |
$407K - $536K
|
4.97K
$1.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.34K- 42.11% |
$419K - $551K
|
3.22K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.35K- 0.98% |
$419K - $551K
|
236K
$85.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.36K- 6.37% |
$421K - $554K
|
34.6K
$12.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.38K- 4.49% |
$426K - $560K
|
50.7K
$18.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.39K- 1.97% |
$426K - $561K
|
119K
$43.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.46K- 27.98% |
$439K - $578K
|
6.32K
$2.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-2.58KClosed |
$461K - $607K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.64KClosed |
$471K - $620K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.65K- 8.05% |
$473K - $622K
|
30.2K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.65K- 28.12% |
$473K - $623K
|
6.78K
$2.47M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.66K- 45.45% |
$476K - $626K
|
3.2K
$1.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-2.67K- 4.9% |
$477K - $628K
|
51.9K
$18.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.68K- 27.96% |
$478K - $630K
|
6.9K
$2.51M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.68K- 5.4% |
$479K - $631K
|
47K
$17.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.72K- 17.14% |
$485K - $638K
|
13.1K
$4.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.72K- 60.0% |
$485K - $638K
|
1.81K
$659K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.72K- 28.56% |
$485K - $638K
|
6.79K
$2.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.75K- 34.73% |
$491K - $646K
|
5.17K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.8K- 11.81% |
$500K - $658K
|
20.9K
$7.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.9KClosed |
$518K - $681K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.9K- 55.77% |
$518K - $682K
|
2.3K
$837K
|
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.97K- 13.61% |
$531K - $698K
|
18.9K
$6.86M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 25.34% |
$532K - $700K
|
8.77K
$3.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-3K- 2.22% |
$536K - $705K
|
132K
$48.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3K- 60.0% |
$536K - $705K
|
2K
$728K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.01K- 11.34% |
$538K - $707K
|
23.5K
$8.56M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.11K- 15.75% |
$555K - $730K
|
16.6K
$6.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$555K - $731K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.15K- 0.95% |
$562K - $740K
|
329K
$120M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.15K- 0.94% |
$564K - $741K
|
333K
$121M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.2K- 20.86% |
$572K - $753K
|
12.2K
$4.42M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.25K- 73.54% |
$581K - $764K
|
1.17K
$426K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.26K- 16.38% |
$582K - $766K
|
16.6K
$6.06M
|