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 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-50- 20.0% |
$9.14K - $11.5K
|
200
$79.5K
|
|
|
May 16, 2022
Q1 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-50- 1.43% |
$9.14K - $11.5K
|
3.44K
$1.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-51Closed |
$9.32K - $11.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-52- 39.69% |
$9.51K - $12K
|
79
$31.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-53- 0.32% |
$9.69K - $12.2K
|
16.5K
$6.56M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-54Closed |
$9.87K - $12.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-54- 1.86% |
$9.87K - $12.4K
|
2.85K
$1.13M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-56- 3.04% |
$10.2K - $12.9K
|
1.78K
$709K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56- 0.71% |
$10.2K - $12.9K
|
7.79K
$3.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-57- 3.81% |
$10.4K - $13.1K
|
1.44K
$573K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-58- 5.53% |
$10.6K - $13.3K
|
990
$394K
|
|
|
Apr 15, 2022
Q1 2022
|
Paradiem, LLC
|
SELL
|
- |
-59- 0.26% |
$10.8K - $13.6K
|
22.4K
$8.92M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-59- 0.43% |
$10.8K - $13.6K
|
13.8K
$5.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-59- 0.86% |
$10.8K - $13.6K
|
6.79K
$2.7M
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-59- 1.99% |
$10.8K - $13.6K
|
2.91K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-60- 44.78% |
$11K - $13.8K
|
74
$29.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-61- 0.44% |
$11.2K - $14K
|
13.9K
$5.51M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-61- 26.18% |
$11.2K - $14K
|
172
$68.4K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-62- 0.17% |
$11.3K - $14.3K
|
35.4K
$14.1M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-62- 0.76% |
$11.3K - $14.3K
|
8.13K
$3.23M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-62- 4.39% |
$11.3K - $14.3K
|
1.35K
$537K
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-63- 4.46% |
$11.5K - $14.5K
|
1.35K
$537K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-65- 1.89% |
$11.9K - $14.9K
|
3.37K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-65- 4.41% |
$11.9K - $14.9K
|
1.41K
$560K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-66- 0.2% |
$12.1K - $15.2K
|
33K
$13.1M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-67- 0.45% |
$12.2K - $15.4K
|
15K
$5.94M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-70- 0.23% |
$12.8K - $16.1K
|
29.8K
$11.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-70- 0.11% |
$12.8K - $16.1K
|
61.2K
$24.3M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-70- 3.77% |
$12.8K - $16.1K
|
1.79K
$710K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-75- 39.47% |
$13.7K - $17.2K
|
115
$45.7K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-75- 0.78% |
$13.7K - $17.2K
|
9.58K
$3.81M
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-75Closed |
$13.7K - $17.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-76- 5.67% |
$13.9K - $17.5K
|
1.27K
$503K
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-77- 3.49% |
$14.1K - $17.7K
|
2.13K
$845K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-77- 7.52% |
$14.1K - $17.7K
|
947
$376K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-78- 0.15% |
$14.3K - $17.9K
|
52.2K
$20.8M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78- 3.65% |
$14.3K - $17.9K
|
2.06K
$818K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-79- 3.21% |
$14.4K - $18.2K
|
2.39K
$948K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-80Closed |
$14.6K - $18.4K
|
0
$0
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-80- 5.89% |
$14.6K - $18.4K
|
1.28K
$508K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-80- 1.95% |
$14.6K - $18.4K
|
4.01K
$1.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-85- 1.55% |
$15.5K - $19.5K
|
5.39K
$2.14M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-86- 2.31% |
$15.7K - $19.8K
|
3.64K
$1.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-86- 2.07% |
$15.7K - $19.8K
|
4.07K
$1.62M
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-87- 4.55% |
$15.9K - $20K
|
1.83K
$725K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-87- 0.7% |
$15.9K - $20K
|
12.3K
$4.9M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-88- 1.63% |
$16.1K - $20.2K
|
5.3K
$2.11M
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-90- 1.99% |
$16.5K - $20.7K
|
4.43K
$1.76M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-90- 3.65% |
$16.5K - $20.7K
|
2.37K
$943K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-91- 1.04% |
$16.6K - $20.9K
|
8.65K
$3.44M
|