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 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-85- 3.01% |
$13.8K - $16.9K
|
2.74K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-85- 4.24% |
$13.8K - $16.9K
|
1.92K
$776K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-86- 74.14% |
$14K - $17K
|
30
$12.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-87- 6.31% |
$14.1K - $17.2K
|
1.29K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-87- 3.25% |
$14.1K - $17.2K
|
2.59K
$1.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-87- 2.1% |
$14.1K - $17.2K
|
4.06K
$1.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-91- 4.79% |
$14.8K - $18K
|
1.81K
$731K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-91- 1.77% |
$14.8K - $18K
|
5.05K
$2.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-93- 2.46% |
$15.1K - $18.4K
|
3.69K
$1.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-94- 3.29% |
$15.3K - $18.6K
|
2.77K
$1.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-94- 4.14% |
$15.3K - $18.6K
|
2.18K
$880K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-94- 5.89% |
$15.3K - $18.6K
|
1.5K
$607K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-95- 1.23% |
$15.4K - $18.8K
|
7.64K
$3.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-95- 0.34% |
$15.4K - $18.8K
|
27.6K
$11.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-95- 2.37% |
$15.4K - $18.8K
|
3.92K
$1.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-95- 1.8% |
$15.4K - $18.8K
|
5.17K
$2.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-97- 0.43% |
$15.8K - $19.2K
|
22.3K
$9M
|
|
|
Oct 12, 2022
Q3 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-100- 0.5% |
$16.2K - $19.8K
|
19.7K
$7.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-100- 1.0% |
$16.2K - $19.8K
|
9.86K
$3.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 77.52% |
$16.2K - $19.8K
|
29
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 3.33% |
$16.2K - $19.8K
|
2.9K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 1.15% |
$16.2K - $19.8K
|
8.6K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 4.42% |
$16.2K - $19.8K
|
2.16K
$872K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-100- 3.55% |
$16.2K - $19.8K
|
2.72K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-102- 2.14% |
$16.6K - $20.2K
|
4.67K
$1.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-110- 0.84% |
$17.9K - $21.8K
|
12.9K
$5.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-110- 3.28% |
$17.9K - $21.8K
|
3.24K
$1.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-110- 0.66% |
$17.9K - $21.8K
|
16.6K
$6.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-113- 29.27% |
$18.4K - $22.4K
|
273
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-113- 0.93% |
$18.4K - $22.4K
|
12.1K
$4.88M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-114- 79.17% |
$18.5K - $22.6K
|
30
$12.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-118- 27.44% |
$19.2K - $23.4K
|
312
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-118- 0.5% |
$19.2K - $23.4K
|
23.3K
$9.4M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-119- 13.34% |
$19.3K - $23.6K
|
773
$312K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-120- 0.81% |
$19.5K - $23.8K
|
14.8K
$5.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-121- 5.65% |
$19.7K - $24K
|
2.02K
$815K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-121- 4.2% |
$19.7K - $24K
|
2.76K
$1.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-126- 9.01% |
$20.5K - $25K
|
1.27K
$514K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-128- 2.89% |
$20.8K - $25.4K
|
4.3K
$1.74M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-128- 6.34% |
$20.8K - $25.4K
|
1.89K
$763K
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-129- 1.81% |
$21K - $25.6K
|
7K
$2.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-130- 3.65% |
$21.1K - $25.8K
|
3.43K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-131- 3.48% |
$21.3K - $26K
|
3.63K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-132- 9.01% |
$21.4K - $26.2K
|
1.33K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-135- 2.73% |
$21.9K - $26.8K
|
4.82K
$1.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-141- 6.25% |
$22.9K - $28K
|
2.12K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-141- 2.12% |
$22.9K - $28K
|
6.5K
$2.62M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-144- 4.92% |
$23.4K - $28.5K
|
2.78K
$1.12M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-144- 8.25% |
$23.4K - $28.5K
|
1.6K
$646K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-146- 2.6% |
$23.7K - $28.9K
|
5.46K
$2.2M
|