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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-541- 5.01% |
$96.7K - $127K
|
10.3K
$4.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-551- 4.47% |
$98.4K - $130K
|
11.8K
$4.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-562- 7.63% |
$100K - $132K
|
6.8K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-565- 13.59% |
$101K - $133K
|
3.59K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-575- 1.73% |
$103K - $135K
|
32.6K
$12.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-579- 15.61% |
$103K - $136K
|
3.13K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-582- 0.38% |
$104K - $137K
|
153K
$60M
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-584Closed |
$104K - $137K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-585- 14.67% |
$105K - $138K
|
3.4K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-590- 0.66% |
$105K - $139K
|
88.5K
$34.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-596- 29.68% |
$106K - $140K
|
1.41K
$555K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-596- 13.89% |
$106K - $140K
|
3.7K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-597- 43.32% |
$107K - $140K
|
781
$307K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 13.54% |
$107K - $141K
|
3.83K
$1.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-602- 2.77% |
$108K - $142K
|
21.2K
$8.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-604- 13.16% |
$108K - $142K
|
3.99K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-604- 21.45% |
$108K - $142K
|
2.21K
$870K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-619- 10.36% |
$111K - $146K
|
5.36K
$2.11M
|
|
|
Aug 30, 2022
Q2 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-625- 1.06% |
$112K - $147K
|
58.1K
$22.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-628- 1.12% |
$112K - $148K
|
55.2K
$21.7M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-628- 8.13% |
$112K - $148K
|
7.1K
$2.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-629- 9.45% |
$112K - $148K
|
6.03K
$2.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-633- 1.18% |
$113K - $149K
|
53.1K
$20.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-635- 25.45% |
$113K - $149K
|
1.86K
$731K
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-636- 19.07% |
$114K - $150K
|
2.7K
$1.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-637- 7.46% |
$114K - $150K
|
7.91K
$3.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-641- 11.65% |
$115K - $151K
|
4.86K
$1.91M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-650- 9.63% |
$116K - $153K
|
6.1K
$2.4M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-659- 28.13% |
$118K - $155K
|
1.68K
$662K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-677- 18.74% |
$121K - $159K
|
2.94K
$1.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-678- 7.03% |
$121K - $159K
|
8.96K
$3.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
SELL
|
- |
-679- 0.43% |
$121K - $160K
|
159K
$62.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-689- 56.43% |
$123K - $162K
|
532
$209K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-692Closed |
$124K - $163K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-700- 6.56% |
$125K - $165K
|
9.97K
$3.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-700- 26.02% |
$125K - $165K
|
1.99K
$783K
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-704- 1.68% |
$126K - $165K
|
41.1K
$16.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-720- 28.89% |
$129K - $169K
|
1.77K
$697K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-728- 33.53% |
$130K - $171K
|
1.44K
$567K
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-731- 6.84% |
$131K - $172K
|
9.96K
$3.92M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-735- 29.99% |
$131K - $173K
|
1.72K
$675K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-743- 0.77% |
$133K - $175K
|
95.6K
$37.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-745- 8.61% |
$133K - $175K
|
7.9K
$3.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-747- 1.43% |
$133K - $176K
|
51.5K
$20.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-749- 4.68% |
$134K - $176K
|
15.2K
$5.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-751- 3.58% |
$134K - $177K
|
20.2K
$7.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-755- 26.62% |
$135K - $177K
|
2.08K
$818K
|
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-760- 0.87% |
$136K - $179K
|
86.5K
$34M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-766- 1.74% |
$137K - $180K
|
43.2K
$17M
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-770- 54.73% |
$138K - $181K
|
637
$250K
|