Purchases and Sales Made in Q2 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-195- 19.94% |
$34.8K - $45.8K
|
783
$308K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-195- 6.16% |
$34.8K - $45.8K
|
2.97K
$1.17M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-199- 10.27% |
$35.6K - $46.8K
|
1.74K
$684K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 3.02% |
$35.7K - $47K
|
6.42K
$2.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
SELL
|
- |
-200- 6.32% |
$35.7K - $47K
|
2.97K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 2.21% |
$35.7K - $47K
|
8.84K
$3.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-200- 1.74% |
$35.7K - $47K
|
11.3K
$4.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$35.7K - $47K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-200- 11.19% |
$35.7K - $47K
|
1.59K
$624K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-200Closed |
$35.7K - $47K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-205- 1.36% |
$36.6K - $48.2K
|
14.9K
$5.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205- 0.74% |
$36.6K - $48.2K
|
27.5K
$10.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-205- 5.95% |
$36.6K - $48.2K
|
3.24K
$1.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-209- 11.5% |
$37.3K - $49.1K
|
1.61K
$633K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-209- 0.29% |
$37.3K - $49.1K
|
72.6K
$28.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-209- 0.32% |
$37.3K - $49.1K
|
65.2K
$25.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 2.32% |
$37.5K - $49.4K
|
8.83K
$3.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-210- 0.58% |
$37.5K - $49.4K
|
36.3K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-211- 5.37% |
$37.7K - $49.6K
|
3.72K
$1.46M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-212- 3.6% |
$37.9K - $49.8K
|
5.68K
$2.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-212- 9.68% |
$37.9K - $49.8K
|
1.98K
$778K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-213- 1.96% |
$38.1K - $50.1K
|
10.6K
$4.19M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-214- 10.62% |
$38.2K - $50.3K
|
1.8K
$708K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-214- 2.82% |
$38.2K - $50.3K
|
7.37K
$2.9M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-215- 4.85% |
$38.4K - $50.5K
|
4.22K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-218- 0.37% |
$39K - $51.2K
|
59K
$23.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-219- 42.69% |
$39.1K - $51.5K
|
294
$116K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-219- 7.93% |
$39.1K - $51.5K
|
2.54K
$1M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-220Closed |
$39.3K - $51.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-220- 2.03% |
$39.3K - $51.7K
|
10.6K
$4.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-221- 10.05% |
$39.5K - $52K
|
1.98K
$778K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-224- 2.69% |
$40K - $52.7K
|
8.1K
$3.19M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-225- 6.07% |
$40.2K - $52.9K
|
3.48K
$1.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-225- 6.32% |
$40.2K - $52.9K
|
3.34K
$1.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-226- 2.53% |
$40.4K - $53.1K
|
8.72K
$3.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-226- 10.18% |
$40.4K - $53.1K
|
2K
$784K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-228- 5.47% |
$40.7K - $53.6K
|
3.94K
$1.55M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-231- 2.34% |
$41.3K - $54.3K
|
9.64K
$3.79M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-235- 1.51% |
$42K - $55.2K
|
15.4K
$6.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 8.59% |
$42.2K - $55.5K
|
2.51K
$987K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-237- 13.84% |
$42.3K - $55.7K
|
1.48K
$580K
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-240- 19.77% |
$42.9K - $56.4K
|
974
$383K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-245- 5.31% |
$43.8K - $57.6K
|
4.37K
$1.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-245- 7.32% |
$43.8K - $57.6K
|
3.1K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-246- 6.59% |
$44K - $57.8K
|
3.49K
$1.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-248- 0.17% |
$44.3K - $58.3K
|
145K
$57.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-250- 5.36% |
$44.7K - $58.8K
|
4.41K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-251- 4.2% |
$44.8K - $59K
|
5.73K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-251- 1.4% |
$44.8K - $59K
|
17.6K
$6.93M
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-253- 12.5% |
$45.2K - $59.5K
|
1.77K
$696K
|