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
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.3KClosed |
$589K - $776K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-3.31K- 7.35% |
$592K - $779K
|
41.8K
$15.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.34K- 46.54% |
$596K - $785K
|
3.84K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.34K- 1.03% |
$597K - $785K
|
319K
$116M
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.36K- 15.8% |
$600K - $790K
|
17.9K
$6.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.37K- 5.45% |
$601K - $791K
|
58.4K
$21.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Guardian Investment Management
|
SELL
|
- |
-3.37K- 33.51% |
$602K - $792K
|
6.69K
$2.43M
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.37KClosed |
$603K - $793K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3.43K- 30.08% |
$612K - $806K
|
7.97K
$2.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.49K- 1.13% |
$624K - $820K
|
304K
$111M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-3.57K- 3.61% |
$637K - $839K
|
95.4K
$34.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.61K- 66.2% |
$644K - $847K
|
1.84K
$670K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.65K- 28.35% |
$652K - $858K
|
9.22K
$3.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.68K- 2.27% |
$657K - $864K
|
159K
$57.7M
|
|
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.68K- 2.27% |
$657K - $864K
|
159K
$57.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.68K- 20.97% |
$658K - $865K
|
13.9K
$5.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.73K- 47.35% |
$666K - $876K
|
4.15K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.76K- 6.5% |
$671K - $883K
|
54K
$19.6M
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.76K- 0.59% |
$672K - $884K
|
635K
$231M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.77KClosed |
$673K - $886K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.81K- 29.79% |
$681K - $896K
|
8.98K
$3.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-3.83K- 47.15% |
$685K - $901K
|
4.3K
$1.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.87KClosed |
$692K - $911K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.98K- 20.5% |
$711K - $935K
|
15.4K
$5.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Tredje Ap Fonden
|
SELL
|
- |
-4K- 4.0% |
$715K - $940K
|
96.1K
$35M
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4K- 3.12% |
$715K - $940K
|
124K
$45.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.18K- 43.15% |
$747K - $982K
|
5.51K
$2M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.42K- 2.66% |
$790K - $1.04M
|
162K
$58.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-4.46K- 30.77% |
$797K - $1.05M
|
10K
$3.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-4.5K- 2.79% |
$804K - $1.06M
|
157K
$57.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.56K- 1.69% |
$815K - $1.07M
|
266K
$96.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.57K- 51.33% |
$816K - $1.07M
|
4.33K
$1.58M
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-4.68K- 98.82% |
$837K - $1.1M
|
56
$20.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.71K- 61.79% |
$841K - $1.11M
|
2.91K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.84K- 10.28% |
$865K - $1.14M
|
42.3K
$15.4M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.84K- 10.28% |
$865K - $1.14M
|
42.3K
$15.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.91K- 9.46% |
$878K - $1.15M
|
47K
$17.1M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.99KClosed |
$891K - $1.17M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-5K- 83.06% |
$893K - $1.18M
|
1.02K
$371K
|
|
|
Aug 12, 2022
Q2 2022
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
SELL
|
- |
-5KClosed |
$894K - $1.18M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-5.04K- 43.45% |
$901K - $1.19M
|
6.57K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-5.22KClosed |
$932K - $1.23M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-5.23K- 5.44% |
$934K - $1.23M
|
90.8K
$33.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.29K- 0.6% |
$946K - $1.24M
|
879K
$320M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.35K- 3.18% |
$956K - $1.26M
|
163K
$59.2M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.35K- 3.18% |
$956K - $1.26M
|
163K
$59.2M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.35K- 3.18% |
$956K - $1.26M
|
163K
$59.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-5.37K- 10.25% |
$960K - $1.26M
|
47K
$17.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.4K- 22.7% |
$965K - $1.27M
|
18.4K
$6.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-5.42K- 5.4% |
$968K - $1.27M
|
94.9K
$34.5M
|