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 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-360- 6.78% |
$64.3K - $84.6K
|
4.95K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-366- 1.89% |
$65.4K - $86K
|
19K
$7.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-369Closed |
$65.9K - $86.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-372- 21.31% |
$66.5K - $87.4K
|
1.37K
$540K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-374- 1.38% |
$66.8K - $87.9K
|
26.7K
$10.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-379- 5.61% |
$67.7K - $89.1K
|
6.37K
$2.51M
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-380- 1.13% |
$67.9K - $89.3K
|
33.3K
$13.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-380- 24.36% |
$67.9K - $89.3K
|
1.18K
$464K
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-380- 12.25% |
$67.9K - $89.3K
|
2.72K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-390- 8.52% |
$69.7K - $91.7K
|
4.19K
$1.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-390Closed |
$69.7K - $91.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
SELL
|
- |
-392- 4.59% |
$70K - $92.2K
|
8.15K
$3.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-396- 4.13% |
$70.8K - $93.1K
|
9.19K
$3.61M
|
|
|
Jul 15, 2022
Q2 2022
|
Meyer Handelman CO
|
SELL
|
- |
-400- 0.28% |
$71.5K - $94K
|
142K
$55.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-400Closed |
$71.5K - $94K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-400- 20.05% |
$71.5K - $94K
|
1.6K
$627K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-400- 13.75% |
$71.5K - $94K
|
2.51K
$987K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-400- 2.35% |
$71.5K - $94K
|
16.6K
$6.54M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-402- 0.97% |
$71.8K - $94.5K
|
40.9K
$16.1M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-406Closed |
$72.5K - $95.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-409- 10.64% |
$73.1K - $96.1K
|
3.43K
$1.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-413- 73.36% |
$73.8K - $97.1K
|
150
$59K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-414- 6.48% |
$74K - $97.3K
|
5.97K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-423- 2.48% |
$75.6K - $99.4K
|
16.7K
$6.55M
|
|
|
Aug 10, 2022
Q2 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-426Closed |
$76.1K - $100K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-437- 14.34% |
$78.1K - $103K
|
2.61K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-440- 8.2% |
$78.6K - $103K
|
4.93K
$1.94M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-447- 20.51% |
$79.9K - $105K
|
1.73K
$681K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-452- 0.34% |
$80.8K - $106K
|
132K
$52M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-458- 4.66% |
$81.8K - $108K
|
9.36K
$3.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-463- 15.78% |
$82.7K - $109K
|
2.47K
$972K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-463- 8.28% |
$82.7K - $109K
|
5.13K
$2.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-467- 8.23% |
$83.4K - $110K
|
5.21K
$2.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-473- 6.07% |
$84.5K - $111K
|
7.32K
$2.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-474- 2.01% |
$84.7K - $111K
|
23.1K
$9.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-475- 24.75% |
$84.9K - $112K
|
1.44K
$568K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-475Closed |
$84.9K - $112K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-478- 2.65% |
$85.4K - $112K
|
17.6K
$6.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-488- 4.75% |
$87.2K - $115K
|
9.79K
$3.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-493- 21.66% |
$88.1K - $116K
|
1.78K
$701K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-495- 5.74% |
$88.4K - $116K
|
8.13K
$3.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-498- 19.17% |
$89K - $117K
|
2.1K
$826K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-500- 4.69% |
$89.3K - $118K
|
10.2K
$3.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-500Closed |
$89.3K - $118K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-500- 9.45% |
$89.3K - $118K
|
4.79K
$1.88M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-501- 5.58% |
$89.5K - $118K
|
8.49K
$3.34M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-506- 25.72% |
$90.4K - $119K
|
1.46K
$575K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-507- 6.29% |
$90.6K - $119K
|
7.55K
$2.97M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-526- 26.35% |
$94K - $124K
|
1.47K
$578K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-528- 7.15% |
$94.3K - $124K
|
6.85K
$2.7M
|