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 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22- 1.35% |
$3.77K - $5.35K
|
1.61K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-22- 0.11% |
$3.77K - $5.35K
|
19.4K
$7.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-23- 0.7% |
$3.94K - $5.59K
|
3.28K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-25- 0.24% |
$4.28K - $6.08K
|
10.3K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-25- 1.1% |
$4.28K - $6.08K
|
2.25K
$844K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.71% |
$4.45K - $6.32K
|
3.64K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Paradiem, LLC
|
SELL
|
- |
-26- 0.11% |
$4.45K - $6.32K
|
23.7K
$8.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-26- 2.58% |
$4.45K - $6.32K
|
981
$369K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-27- 0.7% |
$4.62K - $6.56K
|
3.81K
$1.43M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-27- 17.09% |
$4.62K - $6.56K
|
131
$49.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-29- 1.72% |
$4.97K - $7.05K
|
1.65K
$621K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-29- 2.28% |
$4.97K - $7.05K
|
1.24K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-29- 1.22% |
$4.97K - $7.05K
|
2.34K
$880K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-30- 2.1% |
$5.14K - $7.29K
|
1.4K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.62% |
$5.14K - $7.29K
|
4.78K
$1.8M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-30- 0.76% |
$5.14K - $7.29K
|
3.9K
$1.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-32- 2.51% |
$5.48K - $7.78K
|
1.24K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-33- 2.32% |
$5.65K - $8.02K
|
1.39K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-33- 1.44% |
$5.65K - $8.02K
|
2.26K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-34- 2.69% |
$5.82K - $8.27K
|
1.23K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-35- 1.49% |
$5.99K - $8.51K
|
2.31K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-35- 2.72% |
$5.99K - $8.51K
|
1.25K
$471K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-36- 1.42% |
$6.16K - $8.75K
|
2.51K
$942K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-36- 1.75% |
$6.16K - $8.75K
|
2.02K
$759K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-36- 1.05% |
$6.16K - $8.75K
|
3.39K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-36- 1.8% |
$6.16K - $8.75K
|
1.96K
$737K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-37- 0.09% |
$6.34K - $9K
|
40.4K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 6.15% |
$6.34K - $9K
|
565
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-37- 0.06% |
$6.34K - $9K
|
64.6K
$24.3M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-37- 1.85% |
$6.34K - $9K
|
1.96K
$737K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-38- 1.74% |
$6.51K - $9.24K
|
2.14K
$805K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-39- 5.49% |
$6.68K - $9.48K
|
672
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-40- 0.22% |
$6.85K - $9.73K
|
18.1K
$6.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-40- 0.22% |
$6.85K - $9.73K
|
17.9K
$6.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-40- 0.73% |
$6.85K - $9.73K
|
5.45K
$2.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.69% |
$6.85K - $9.73K
|
5.8K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-40- 0.56% |
$6.85K - $9.73K
|
7.11K
$2.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-41- 1.91% |
$7.02K - $9.97K
|
2.1K
$789K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-41- 1.2% |
$7.02K - $9.97K
|
3.39K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-41- 2.05% |
$7.02K - $9.97K
|
1.96K
$735K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-42- 3.2% |
$7.19K - $10.2K
|
1.27K
$477K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-43- 0.66% |
$7.36K - $10.5K
|
6.47K
$2.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-44- 0.61% |
$7.53K - $10.7K
|
7.21K
$2.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-44- 0.79% |
$7.53K - $10.7K
|
5.5K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-44- 1.07% |
$7.53K - $10.7K
|
4.07K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-45- 0.17% |
$7.71K - $10.9K
|
26.4K
$9.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-45- 0.56% |
$7.71K - $10.9K
|
7.99K
$3M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-45- 2.46% |
$7.71K - $10.9K
|
1.79K
$671K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-45- 1.08% |
$7.71K - $10.9K
|
4.12K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-46- 0.88% |
$7.88K - $11.2K
|
5.19K
$1.95M
|