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
|
Oak Asset Management, LLC
|
SELL
|
- |
-47- 0.66% |
$8.05K - $11.4K
|
7.02K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-48- 0.22% |
$8.22K - $11.7K
|
22.2K
$8.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-48- 0.35% |
$8.22K - $11.7K
|
13.7K
$5.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-49- 2.41% |
$8.39K - $11.9K
|
1.98K
$744K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-50- 1.36% |
$8.56K - $12.2K
|
3.63K
$1.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-50- 0.55% |
$8.56K - $12.2K
|
9.01K
$3.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 1.59% |
$8.56K - $12.2K
|
3.09K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 2.45% |
$8.56K - $12.2K
|
1.99K
$749K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-50- 1.48% |
$8.56K - $12.2K
|
3.34K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50- 1.12% |
$8.56K - $12.2K
|
4.42K
$1.66M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 13.7% |
$8.56K - $12.2K
|
315
$118K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-51- 1.26% |
$8.73K - $12.4K
|
3.99K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 0.2% |
$8.73K - $12.4K
|
24.9K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-51- 2.67% |
$8.73K - $12.4K
|
1.86K
$699K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-53- 3.34% |
$9.08K - $12.9K
|
1.53K
$576K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-53- 0.61% |
$9.08K - $12.9K
|
8.64K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-53- 2.16% |
$9.08K - $12.9K
|
2.41K
$904K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-53- 1.69% |
$9.08K - $12.9K
|
3.08K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-55- 1.29% |
$9.42K - $13.4K
|
4.21K
$1.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-56- 3.01% |
$9.59K - $13.6K
|
1.8K
$678K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-57- 0.34% |
$9.76K - $13.9K
|
16.6K
$6.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-58- 0.45% |
$9.93K - $14.1K
|
12.9K
$4.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-58- 0.95% |
$9.93K - $14.1K
|
6.06K
$2.28M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-61- 1.86% |
$10.4K - $14.8K
|
3.21K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-61- 3.27% |
$10.4K - $14.8K
|
1.8K
$678K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-61- 0.22% |
$10.4K - $14.8K
|
28K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-63- 0.32% |
$10.8K - $15.3K
|
19.6K
$7.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-64- 3.11% |
$11K - $15.6K
|
2K
$750K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-64- 0.51% |
$11K - $15.6K
|
12.5K
$4.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-65- 3.07% |
$11.1K - $15.8K
|
2.05K
$771K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-66- 0.38% |
$11.3K - $16K
|
17.2K
$6.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-68- 1.68% |
$11.6K - $16.5K
|
3.98K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-71- 0.39% |
$12.2K - $17.3K
|
18.2K
$6.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-72- 0.24% |
$12.3K - $17.5K
|
29.7K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-72- 1.78% |
$12.3K - $17.5K
|
3.97K
$1.49M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-74- 0.8% |
$12.7K - $18K
|
9.14K
$3.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-74- 0.16% |
$12.7K - $18K
|
44.8K
$16.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-75- 0.18% |
$12.8K - $18.2K
|
40.6K
$15.2M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-75- 7.24% |
$12.8K - $18.2K
|
961
$361K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-75- 2.94% |
$12.8K - $18.2K
|
2.48K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-75- 4.89% |
$12.8K - $18.2K
|
1.46K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-75- 1.23% |
$12.8K - $18.2K
|
6.03K
$2.27M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-76- 1.66% |
$13K - $18.5K
|
4.49K
$1.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-77- 0.51% |
$13.2K - $18.7K
|
14.9K
$5.59M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-77- 1.67% |
$13.2K - $18.7K
|
4.53K
$1.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-77- 2.61% |
$13.2K - $18.7K
|
2.87K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-77- 97.47% |
$13.2K - $18.7K
|
2
$752
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-78- 2.04% |
$13.4K - $19K
|
3.74K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-78- 1.91% |
$13.4K - $19K
|
4K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-80- 5.45% |
$13.7K - $19.5K
|
1.39K
$522K
|