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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-120- 1.03% |
$20.5K - $29.2K
|
11.5K
$4.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-121- 0.6% |
$20.7K - $29.4K
|
20.2K
$7.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-122- 1.25% |
$20.9K - $29.7K
|
9.66K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 6.26% |
$20.9K - $29.7K
|
1.83K
$664K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-123- 8.02% |
$21.1K - $29.9K
|
1.41K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-123- 1.46% |
$21.1K - $29.9K
|
8.31K
$3.02M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-125- 0.59% |
$21.4K - $30.4K
|
21K
$7.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-125- 1.51% |
$21.4K - $30.4K
|
8.17K
$2.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-125- 1.76% |
$21.4K - $30.4K
|
7K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-125- 2.36% |
$21.4K - $30.4K
|
5.17K
$1.88M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-125- 2.82% |
$21.4K - $30.4K
|
4.31K
$1.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-128- 6.67% |
$21.9K - $31.1K
|
1.79K
$652K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-128- 3.62% |
$21.9K - $31.1K
|
3.41K
$1.24M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-129- 4.53% |
$22.1K - $31.4K
|
2.72K
$988K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-131- 2.53% |
$22.4K - $31.9K
|
5.05K
$1.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-131- 6.75% |
$22.4K - $31.9K
|
1.81K
$659K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
SELL
|
- |
-133- 1.33% |
$22.8K - $32.3K
|
9.87K
$3.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-134- 5.07% |
$22.9K - $32.6K
|
2.51K
$913K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-135- 6.05% |
$23.1K - $32.8K
|
2.1K
$763K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-135- 0.47% |
$23.1K - $32.8K
|
28.5K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-137- 1.54% |
$23.5K - $33.3K
|
8.78K
$3.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-138- 3.92% |
$23.6K - $33.6K
|
3.38K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-139- 2.69% |
$23.8K - $33.8K
|
5.02K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-140- 0.77% |
$24K - $34K
|
18K
$6.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-144- 0.69% |
$24.7K - $35K
|
20.6K
$7.5M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-144- 3.28% |
$24.7K - $35K
|
4.25K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-145- 0.97% |
$24.8K - $35.3K
|
14.8K
$5.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
SELL
|
- |
-147- 0.32% |
$25.2K - $35.7K
|
45.6K
$16.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-149- 1.84% |
$25.5K - $36.2K
|
7.95K
$2.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-149- 0.36% |
$25.5K - $36.2K
|
41.1K
$15M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-150- 6.75% |
$25.7K - $36.5K
|
2.07K
$754K
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-150- 1.45% |
$25.7K - $36.5K
|
10.2K
$3.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-150- 9.09% |
$25.7K - $36.5K
|
1.5K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-150- 1.8% |
$25.7K - $36.5K
|
8.16K
$2.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-155- 3.93% |
$26.5K - $37.7K
|
3.79K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-156- 4.43% |
$26.7K - $37.9K
|
3.36K
$1.22M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-157- 7.35% |
$26.9K - $38.2K
|
1.98K
$721K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-159- 1.01% |
$27.2K - $38.7K
|
15.5K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-160- 3.66% |
$27.4K - $38.9K
|
4.21K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-161- 0.99% |
$27.6K - $39.1K
|
16.1K
$5.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-163- 0.07% |
$27.9K - $39.6K
|
235K
$85.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-164- 0.1% |
$28.1K - $39.9K
|
160K
$58.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-164- 4.69% |
$28.1K - $39.9K
|
3.33K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-165- 0.15% |
$28.3K - $40.1K
|
110K
$40M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-167- 4.13% |
$28.6K - $40.6K
|
3.88K
$1.41M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-170- 10.43% |
$29.1K - $41.3K
|
1.46K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-171- 5.47% |
$29.3K - $41.6K
|
2.96K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-173- 0.96% |
$29.6K - $42.1K
|
17.8K
$6.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-174- 1.96% |
$29.8K - $42.3K
|
8.72K
$3.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-180- 4.63% |
$30.8K - $43.8K
|
3.71K
$1.35M
|