Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 2.0% |
$1.28K - $1.61K
|
343
$134K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7- 0.03% |
$1.28K - $1.61K
|
25.3K
$9.86M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$1.28K - $1.61K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-8- 0.62% |
$1.46K - $1.84K
|
1.29K
$501K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-8- 0.36% |
$1.46K - $1.84K
|
2.2K
$857K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$1.46K - $1.84K
|
6.89K
$2.68M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.35% |
$1.46K - $1.84K
|
2.31K
$898K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9- 0.22% |
$1.65K - $2.07K
|
4.16K
$1.62M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9- 0.67% |
$1.65K - $2.07K
|
1.33K
$520K
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-10- 0.59% |
$1.83K - $2.3K
|
1.7K
$662K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-10- 0.39% |
$1.83K - $2.3K
|
2.58K
$1.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 0.37% |
$1.83K - $2.3K
|
2.72K
$1.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-10- 0.5% |
$1.83K - $2.3K
|
2.01K
$782K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-10- 7.94% |
$1.83K - $2.3K
|
116
$45.2K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.46% |
$2.01K - $2.53K
|
2.41K
$937K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-11- 4.17% |
$2.01K - $2.53K
|
253
$98.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-11- 0.66% |
$2.01K - $2.53K
|
1.65K
$644K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-12- 1.02% |
$2.19K - $2.76K
|
1.16K
$452K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 0.05% |
$2.19K - $2.76K
|
24.4K
$9.52M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-12- 1.15% |
$2.19K - $2.76K
|
1.03K
$400K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12- 0.13% |
$2.19K - $2.76K
|
9.29K
$3.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-13- 1.23% |
$2.38K - $2.99K
|
1.04K
$406K
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.23% |
$2.56K - $3.22K
|
1.12K
$437K
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
SELL
|
- |
-14- 0.35% |
$2.56K - $3.22K
|
4.02K
$1.56M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-15- 0.33% |
$2.74K - $3.45K
|
4.53K
$1.76M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-15- 0.81% |
$2.74K - $3.45K
|
1.84K
$715K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15- 0.12% |
$2.74K - $3.45K
|
13K
$5.07M
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-16- 1.47% |
$2.93K - $3.68K
|
1.08K
$419K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.11% |
$2.93K - $3.68K
|
15.2K
$5.91M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-17- 0.84% |
$3.11K - $3.91K
|
2.02K
$785K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-17- 1.04% |
$3.11K - $3.91K
|
1.61K
$627K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-17- 1.48% |
$3.11K - $3.91K
|
1.14K
$442K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.69% |
$3.29K - $4.14K
|
2.6K
$1.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-18Closed |
$3.29K - $4.14K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-19- 33.33% |
$3.47K - $4.37K
|
38
$14.8K
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-19- 0.45% |
$3.47K - $4.37K
|
4.19K
$1.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20Closed |
$3.66K - $4.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-20- 1.62% |
$3.66K - $4.6K
|
1.22K
$473K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-21- 0.23% |
$3.84K - $4.83K
|
9.12K
$3.55M
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-21- 1.02% |
$3.84K - $4.83K
|
2.04K
$796K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-22- 0.68% |
$4.02K - $5.06K
|
3.22K
$1.25M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-23- 1.46% |
$4.21K - $5.29K
|
1.55K
$604K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-24- 2.1% |
$4.39K - $5.52K
|
1.12K
$436K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24- 2.21% |
$4.39K - $5.52K
|
1.06K
$414K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 16.67% |
$4.39K - $5.52K
|
120
$46.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-25- 2.29% |
$4.57K - $5.75K
|
1.07K
$415K
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-25- 1.57% |
$4.57K - $5.75K
|
1.57K
$611K
|
|
|
Apr 14, 2022
Q1 2022
|
Bender Robert & Associates
|
SELL
|
- |
-25- 1.47% |
$4.57K - $5.75K
|
1.67K
$651K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 2.45% |
$4.57K - $5.75K
|
997
$388K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-25- 0.03% |
$4.57K - $5.75K
|
94.8K
$36.9M
|