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 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-310- 10.04% |
$56.7K - $71.3K
|
2.78K
$1.08M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-310- 11.23% |
$56.7K - $71.3K
|
2.45K
$955K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-313- 1.71% |
$57.2K - $71.9K
|
18K
$7.03M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-317- 2.68% |
$58K - $72.9K
|
11.5K
$4.48M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-322- 2.27% |
$58.9K - $74K
|
13.9K
$5.41M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-325- 6.38% |
$59.4K - $74.7K
|
4.77K
$1.86M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-327- 10.18% |
$59.8K - $75.2K
|
2.89K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-329- 1.95% |
$60.2K - $75.6K
|
16.5K
$6.43M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-330- 16.41% |
$60.3K - $75.9K
|
1.68K
$655K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-330- 9.86% |
$60.3K - $75.9K
|
3.02K
$1.18M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-333- 1.1% |
$60.9K - $76.5K
|
29.9K
$11.7M
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-336- 16.72% |
$61.4K - $77.2K
|
1.67K
$652K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-338- 1.99% |
$61.8K - $77.7K
|
16.7K
$6.5M
|
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-338- 0.95% |
$61.8K - $77.7K
|
35.2K
$13.7M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-339- 4.17% |
$62K - $77.9K
|
7.78K
$3.03M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-340- 7.91% |
$62.2K - $78.2K
|
3.96K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-346- 0.24% |
$63.3K - $79.5K
|
146K
$56.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-347Closed |
$63.4K - $79.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-347- 2.67% |
$63.4K - $79.8K
|
12.6K
$4.92M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-349- 10.07% |
$63.8K - $80.2K
|
3.12K
$1.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-350- 22.21% |
$64K - $80.5K
|
1.23K
$478K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-350Closed |
$64K - $80.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-350Closed |
$64K - $80.5K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-351- 21.9% |
$64.2K - $80.7K
|
1.25K
$488K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-357- 1.81% |
$65.3K - $82.1K
|
19.4K
$7.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-360- 19.46% |
$65.8K - $82.8K
|
1.49K
$580K
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-363- 3.7% |
$66.4K - $83.4K
|
9.44K
$3.68M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-366- 28.09% |
$66.9K - $84.1K
|
937
$365K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-368- 3.37% |
$67.3K - $84.6K
|
10.5K
$4.11M
|
|
|
May 13, 2022
Q1 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-370- 0.29% |
$67.6K - $85.1K
|
128K
$50M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-370- 4.49% |
$67.6K - $85.1K
|
7.87K
$3.07M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-374- 11.99% |
$68.4K - $86K
|
2.75K
$1.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-375- 6.71% |
$68.6K - $86.2K
|
5.21K
$2.03M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-375- 12.27% |
$68.6K - $86.2K
|
2.68K
$1.04M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-375- 0.83% |
$68.6K - $86.2K
|
44.9K
$17.5M
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-375- 1.45% |
$68.6K - $86.2K
|
25.5K
$9.95M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-375Closed |
$68.6K - $86.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-381- 1.2% |
$69.7K - $87.6K
|
31.3K
$12.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-389- 9.12% |
$71.1K - $89.4K
|
3.88K
$1.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-397- 8.37% |
$72.6K - $91.3K
|
4.35K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-399- 7.43% |
$72.9K - $91.7K
|
4.97K
$1.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-400- 5.76% |
$73.1K - $91.9K
|
6.55K
$2.55M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-400- 18.19% |
$73.1K - $91.9K
|
1.8K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-400- 12.94% |
$73.1K - $91.9K
|
2.69K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-400Closed |
$73.1K - $91.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-403- 1.89% |
$73.7K - $92.6K
|
20.9K
$8.15M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-414- 43.86% |
$75.7K - $95.2K
|
530
$206K
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-427- 15.4% |
$78.1K - $98.2K
|
2.35K
$914K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-431- 21.29% |
$78.8K - $99.1K
|
1.59K
$621K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-434- 2.3% |
$79.3K - $99.8K
|
18.4K
$7.17M
|