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
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-5.43K- 17.02% |
$970K - $1.28M
|
26.5K
$9.63M
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.44K- 1.71% |
$972K - $1.28M
|
313K
$114M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.61K- 29.4% |
$1M - $1.32M
|
13.5K
$4.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.69K- 10.88% |
$1.02M - $1.34M
|
46.6K
$17M
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.72K- 5.44% |
$1.02M - $1.35M
|
99.6K
$36.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-5.78KClosed |
$1.03M - $1.36M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.78K- 54.88% |
$1.03M - $1.36M
|
4.76K
$1.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.81KClosed |
$1.04M - $1.37M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.96K- 1.38% |
$1.06M - $1.4M
|
425K
$155M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.96K- 2.56% |
$1.06M - $1.4M
|
227K
$82.5M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-5.97K- 7.46% |
$1.07M - $1.4M
|
74K
$26.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.03K- 16.96% |
$1.08M - $1.42M
|
29.5K
$10.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-6.3K- 75.38% |
$1.12M - $1.48M
|
2.06K
$748K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.32K- 3.55% |
$1.13M - $1.48M
|
172K
$62.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.4K- 23.83% |
$1.14M - $1.5M
|
20.4K
$7.44M
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-6.52K- 5.14% |
$1.17M - $1.53M
|
120K
$43.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-6.55K- 7.77% |
$1.17M - $1.54M
|
77.7K
$28.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6.62K- 18.8% |
$1.18M - $1.56M
|
28.6K
$10.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-6.69KClosed |
$1.2M - $1.57M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.94K- 3.34% |
$1.24M - $1.63M
|
201K
$73.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-7.08KClosed |
$1.26M - $1.66M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.27K- 8.05% |
$1.3M - $1.71M
|
83.1K
$30.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.52K- 0.89% |
$1.34M - $1.77M
|
839K
$305M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.73K- 15.56% |
$1.38M - $1.82M
|
41.9K
$15.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-7.74K- 68.03% |
$1.38M - $1.82M
|
3.64K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.75K- 0.29% |
$1.38M - $1.82M
|
2.69M
$979M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.93K- 7.52% |
$1.42M - $1.86M
|
97.6K
$35.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.95K- 28.24% |
$1.42M - $1.87M
|
20.2K
$7.35M
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 57.14% |
$1.43M - $1.88M
|
6K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.03K- 3.08% |
$1.43M - $1.89M
|
253K
$92M
|
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-8.15K- 3.03% |
$1.46M - $1.92M
|
261K
$94.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-8.35K- 7.49% |
$1.49M - $1.96M
|
103K
$37.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.42K- 72.99% |
$1.5M - $1.98M
|
3.12K
$1.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.52K- 73.04% |
$1.52M - $2M
|
3.14K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.63K- 26.51% |
$1.54M - $2.03M
|
23.9K
$8.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-8.64KClosed |
$1.54M - $2.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-8.66K- 6.37% |
$1.55M - $2.04M
|
127K
$46.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.74K- 4.35% |
$1.56M - $2.06M
|
192K
$69.9M
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-8.92K- 75.33% |
$1.59M - $2.1M
|
2.92K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.18K- 0.84% |
$1.64M - $2.16M
|
1.08M
$394M
|
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-9.54K- 1.03% |
$1.71M - $2.24M
|
913K
$332M
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-9.74K- 45.9% |
$1.74M - $2.29M
|
11.5K
$4.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-9.84K- 6.86% |
$1.76M - $2.31M
|
134K
$48.6M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.84K- 10.26% |
$1.76M - $2.31M
|
86K
$31.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.85K- 13.69% |
$1.76M - $2.32M
|
62.1K
$22.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-9.86K- 2.14% |
$1.76M - $2.32M
|
450K
$164M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.91KClosed |
$1.77M - $2.33M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10K- 61.37% |
$1.79M - $2.35M
|
6.3K
$2.29M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$1.84M - $2.42M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-10.6K- 3.44% |
$1.9M - $2.49M
|
298K
$108M
|