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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-464- 31.14% |
$79.5K - $113K
|
1.03K
$370K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-471- 26.43% |
$80.6K - $115K
|
1.31K
$472K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-475- 2.07% |
$81.3K - $115K
|
22.4K
$8.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-477- 0.86% |
$81.7K - $116K
|
55.2K
$19.9M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-481- 20.34% |
$82.4K - $117K
|
1.88K
$679K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-485- 1.29% |
$83K - $118K
|
37.3K
$13.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-485- 6.91% |
$83K - $118K
|
6.53K
$2.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-488- 3.92% |
$83.6K - $119K
|
12K
$4.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-488- 2.53% |
$83.6K - $119K
|
18.8K
$6.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-493- 4.07% |
$84.4K - $120K
|
11.6K
$4.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-493- 10.07% |
$84.4K - $120K
|
4.4K
$1.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-496- 19.54% |
$84.9K - $121K
|
2.04K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-497- 0.81% |
$85.1K - $121K
|
60.5K
$21.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-498- 2.77% |
$85.3K - $121K
|
17.5K
$6.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-498- 27.5% |
$85.3K - $121K
|
1.31K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 8.26% |
$85.6K - $122K
|
5.55K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-500- 19.23% |
$85.6K - $122K
|
2.1K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-501- 29.54% |
$85.8K - $122K
|
1.2K
$431K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-502- 14.96% |
$86K - $122K
|
2.85K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-510- 5.42% |
$87.3K - $124K
|
8.89K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-510- 12.0% |
$87.3K - $124K
|
3.74K
$1.35M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-521- 8.15% |
$89.2K - $127K
|
5.87K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-525- 35.52% |
$89.9K - $128K
|
953
$343K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-529- 2.57% |
$90.6K - $129K
|
20K
$7.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-539- 11.74% |
$92.3K - $131K
|
4.05K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
SELL
|
- |
-540- 1.16% |
$92.5K - $131K
|
46K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-543- 15.14% |
$93K - $132K
|
3.04K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-544- 8.03% |
$93.1K - $132K
|
6.23K
$2.25M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-553- 9.04% |
$94.7K - $134K
|
5.57K
$2.01M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-556- 11.39% |
$95.2K - $135K
|
4.33K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-561- 2.79% |
$96.1K - $136K
|
19.6K
$7.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-573- 5.53% |
$98.1K - $139K
|
9.79K
$3.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-575- 7.32% |
$98.5K - $140K
|
7.28K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-580- 3.52% |
$99.3K - $141K
|
15.9K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-581- 0.9% |
$99.5K - $141K
|
64.1K
$23.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-584- 3.35% |
$100K - $142K
|
16.9K
$6.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-584- 10.7% |
$100K - $142K
|
4.87K
$1.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-586- 0.7% |
$100K - $142K
|
82.8K
$29.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-594- 4.12% |
$102K - $144K
|
13.8K
$4.98M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 17.63% |
$103K - $146K
|
2.8K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-600- 15.6% |
$103K - $146K
|
3.25K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-600- 4.7% |
$103K - $146K
|
12.2K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-632- 8.24% |
$108K - $154K
|
7.03K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-643- 8.48% |
$110K - $156K
|
6.94K
$2.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-647- 16.27% |
$111K - $157K
|
3.33K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-661- 0.56% |
$113K - $161K
|
117K
$42.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-671- 2.46% |
$115K - $163K
|
26.7K
$9.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-684- 2.56% |
$117K - $166K
|
26K
$9.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-698- 29.75% |
$120K - $170K
|
1.65K
$594K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-699- 19.75% |
$120K - $170K
|
2.84K
$1.02M
|