Purchases and Sales Made in Q4 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10- 0.64% |
$1.71K - $2.43K
|
1.54K
$580K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-10- 0.38% |
$1.71K - $2.43K
|
2.59K
$975K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 1.4% |
$1.88K - $2.67K
|
773
$290K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 0.53% |
$1.88K - $2.67K
|
2.08K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-11- 0.76% |
$1.88K - $2.67K
|
1.43K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-12- 0.27% |
$2.05K - $2.92K
|
4.47K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-12- 0.68% |
$2.05K - $2.92K
|
1.74K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12- 0.14% |
$2.05K - $2.92K
|
8.78K
$3.3M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-12- 0.22% |
$2.05K - $2.92K
|
5.47K
$2.06M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-13- 0.47% |
$2.23K - $3.16K
|
2.73K
$1.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-13- 0.14% |
$2.23K - $3.16K
|
8.96K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.75% |
$2.23K - $3.16K
|
1.73K
$649K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 2.14% |
$2.23K - $3.16K
|
594
$223K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-13- 0.4% |
$2.23K - $3.16K
|
3.26K
$1.22M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.47% |
$2.23K - $3.16K
|
2.73K
$1.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-14- 0.47% |
$2.4K - $3.4K
|
2.98K
$1.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-14- 0.23% |
$2.4K - $3.4K
|
6.16K
$2.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 2.94% |
$2.4K - $3.4K
|
463
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 0.25% |
$2.4K - $3.4K
|
5.66K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-14- 0.9% |
$2.4K - $3.4K
|
1.54K
$577K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.74% |
$2.57K - $3.65K
|
2K
$752K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-15- 0.91% |
$2.57K - $3.65K
|
1.63K
$614K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-15- 0.33% |
$2.57K - $3.65K
|
4.51K
$1.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.28% |
$2.57K - $3.65K
|
5.36K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-15- 0.23% |
$2.57K - $3.65K
|
6.6K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-15- 0.16% |
$2.57K - $3.65K
|
9.33K
$3.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-15- 0.5% |
$2.57K - $3.65K
|
3.01K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-16- 0.71% |
$2.74K - $3.89K
|
2.24K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 3.19% |
$2.74K - $3.89K
|
486
$183K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17- 0.54% |
$2.91K - $4.13K
|
3.11K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-17- 0.16% |
$2.91K - $4.13K
|
10.6K
$3.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 0.68% |
$2.91K - $4.13K
|
2.47K
$928K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 2.34% |
$3.08K - $4.38K
|
751
$282K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-18- 1.56% |
$3.08K - $4.38K
|
1.14K
$427K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-18- 0.94% |
$3.08K - $4.38K
|
1.9K
$715K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-19- 0.51% |
$3.25K - $4.62K
|
3.72K
$1.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-19- 0.36% |
$3.25K - $4.62K
|
5.32K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19- 1.3% |
$3.25K - $4.62K
|
1.44K
$542K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-20- 0.24% |
$3.42K - $4.86K
|
8.49K
$3.19M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-20- 0.82% |
$3.42K - $4.86K
|
2.42K
$908K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 9.13% |
$3.42K - $4.86K
|
199
$74.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20- 39.22% |
$3.42K - $4.86K
|
31
$11.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-20- 0.51% |
$3.42K - $4.86K
|
3.9K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-20- 21.28% |
$3.42K - $4.86K
|
74
$27.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-20- 0.71% |
$3.42K - $4.86K
|
2.82K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-20- 2.05% |
$3.42K - $4.86K
|
957
$360K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 87.5% |
$3.6K - $5.11K
|
3
$1.13K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-22- 0.36% |
$3.77K - $5.35K
|
6.12K
$2.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-22- 0.22% |
$3.77K - $5.35K
|
10.1K
$3.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-22- 0.24% |
$3.77K - $5.35K
|
9.3K
$3.49M
|