Purchases and Sales Made in Q3 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-20- 0.64% |
$3.25K - $3.97K
|
3.13K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-20- 1.06% |
$3.25K - $3.97K
|
1.86K
$750K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-20- 1.23% |
$3.25K - $3.97K
|
1.61K
$650K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-20- 0.22% |
$3.25K - $3.97K
|
9.23K
$3.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-22- 0.86% |
$3.57K - $4.36K
|
2.55K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-22- -0.0% |
$3.57K - $4.36K
|
1.69M
$680M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 8.3% |
$3.74K - $4.56K
|
254
$103K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-23- 2.3% |
$3.74K - $4.56K
|
977
$394K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-24- 1.06% |
$3.9K - $4.76K
|
2.23K
$901K
|
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-25- 1.2% |
$4.06K - $4.96K
|
2.06K
$830K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 9.23% |
$4.06K - $4.96K
|
246
$99.3K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-26- 0.1% |
$4.22K - $5.15K
|
25.8K
$10.4M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-27- 0.83% |
$4.39K - $5.35K
|
3.22K
$1.3M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-27- 0.83% |
$4.39K - $5.35K
|
3.22K
$1.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-28- 0.26% |
$4.55K - $5.55K
|
10.6K
$4.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-28- 0.52% |
$4.55K - $5.55K
|
5.34K
$2.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-28- 8.07% |
$4.55K - $5.55K
|
319
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-28- 2.19% |
$4.55K - $5.55K
|
1.25K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-29- 0.17% |
$4.71K - $5.75K
|
17K
$6.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-30- 1.74% |
$4.87K - $5.95K
|
1.7K
$685K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-30- 0.14% |
$4.87K - $5.95K
|
21.1K
$8.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-31- 1.12% |
$5.04K - $6.15K
|
2.73K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 1.57% |
$5.04K - $6.15K
|
1.95K
$786K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-33- 1.81% |
$5.36K - $6.54K
|
1.79K
$723K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-34- 2.54% |
$5.52K - $6.74K
|
1.3K
$526K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-34- 0.17% |
$5.52K - $6.74K
|
19.7K
$7.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-34- 0.08% |
$5.52K - $6.74K
|
44.9K
$18.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-34- 0.32% |
$5.52K - $6.74K
|
10.7K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-34- 0.61% |
$5.52K - $6.74K
|
5.52K
$2.23M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-36- 2.11% |
$5.85K - $7.14K
|
1.67K
$674K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-36- 2.27% |
$5.85K - $7.14K
|
1.55K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 2.16% |
$5.85K - $7.14K
|
1.63K
$659K
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-38- 0.28% |
$6.17K - $7.53K
|
13.3K
$5.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-39- 2.29% |
$6.34K - $7.73K
|
1.66K
$671K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-40- 2.55% |
$6.5K - $7.93K
|
1.53K
$616K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-40- 0.95% |
$6.5K - $7.93K
|
4.17K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-41- 1.51% |
$6.66K - $8.13K
|
2.67K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-42- 1.11% |
$6.82K - $8.33K
|
3.73K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-42- 0.52% |
$6.82K - $8.33K
|
8.11K
$3.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-42- 2.36% |
$6.82K - $8.33K
|
1.74K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42- 0.97% |
$6.82K - $8.33K
|
4.29K
$1.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-43- 2.86% |
$6.98K - $8.52K
|
1.46K
$589K
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-45- 2.98% |
$7.31K - $8.92K
|
1.47K
$591K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-45- 0.51% |
$7.31K - $8.92K
|
8.74K
$3.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-45- 38.46% |
$7.31K - $8.92K
|
72
$29.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-45- 2.54% |
$7.31K - $8.92K
|
1.73K
$697K
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-45- 0.56% |
$7.31K - $8.92K
|
8.03K
$3.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-46- 5.26% |
$7.47K - $9.12K
|
828
$334K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-46- 2.37% |
$7.47K - $9.12K
|
1.9K
$765K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.75% |
$7.63K - $9.32K
|
6.22K
$2.51M
|