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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-414- 24.35% |
$67.3K - $82.1K
|
1.29K
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-437- 12.64% |
$71K - $86.6K
|
3.02K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-442- 0.57% |
$71.8K - $87.6K
|
77.2K
$27.3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-468- 6.11% |
$76K - $92.8K
|
7.2K
$2.54M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-472- 5.35% |
$76.7K - $93.6K
|
8.36K
$2.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-477- 0.54% |
$77.5K - $94.6K
|
87.8K
$31M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-487- 0.58% |
$79.1K - $96.5K
|
83.4K
$29.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-491- 10.2% |
$79.8K - $97.3K
|
4.33K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-491- 6.23% |
$79.8K - $97.3K
|
7.39K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-493- 0.76% |
$80.1K - $97.7K
|
64.7K
$22.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-495- 4.3% |
$80.4K - $98.1K
|
11K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-499- 20.19% |
$81.1K - $98.9K
|
1.97K
$697K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-500- 14.71% |
$81.2K - $99.1K
|
2.9K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-514- 2.46% |
$83.5K - $102K
|
20.4K
$7.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-518- 5.57% |
$84.1K - $103K
|
8.79K
$3.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
SELL
|
- |
-525- 15.75% |
$85.3K - $104K
|
2.81K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-525- 0.48% |
$85.3K - $104K
|
108K
$38.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-527- 0.6% |
$85.6K - $104K
|
87.1K
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-530- 2.84% |
$86.1K - $105K
|
18.1K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-536- 6.48% |
$87.1K - $106K
|
7.74K
$2.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-540- 11.74% |
$87.7K - $107K
|
4.06K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-541- 1.23% |
$87.9K - $107K
|
43.4K
$15.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-542- 15.64% |
$88K - $107K
|
2.92K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-545- 1.95% |
$88.5K - $108K
|
27.5K
$9.71M
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-550- 27.5% |
$89.3K - $109K
|
1.45K
$512K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-555- 26.13% |
$90.2K - $110K
|
1.57K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-561- 7.67% |
$91.1K - $111K
|
6.76K
$2.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-573- 0.62% |
$93.1K - $114K
|
91.9K
$32.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-578- 3.58% |
$93.9K - $115K
|
15.6K
$5.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-584- 20.13% |
$94.9K - $116K
|
2.32K
$819K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
- |
-585- 32.72% |
$95K - $116K
|
1.2K
$425K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
SELL
|
- |
-586- 1.17% |
$95.2K - $116K
|
49.4K
$17.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-591- 11.74% |
$96K - $117K
|
4.44K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-597- 37.95% |
$97K - $118K
|
976
$345K
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-600- 80.0% |
$97.5K - $119K
|
150
$53K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.63% |
$97.5K - $119K
|
94.6K
$33.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-604- 5.83% |
$98.1K - $120K
|
9.75K
$3.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-609- 0.19% |
$98.9K - $121K
|
313K
$111M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-610- 6.19% |
$99.1K - $121K
|
9.24K
$3.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-620- 23.13% |
$101K - $123K
|
2.06K
$728K
|
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-626- 0.87% |
$102K - $124K
|
71.3K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-627- 9.21% |
$102K - $124K
|
6.18K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-630- 3.58% |
$102K - $125K
|
17K
$6M
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-665- 5.82% |
$108K - $132K
|
10.8K
$3.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-667- 2.27% |
$108K - $132K
|
28.7K
$10.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-669- 2.45% |
$109K - $133K
|
26.7K
$9.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-674- 20.04% |
$109K - $134K
|
2.69K
$950K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-674- 9.92% |
$109K - $134K
|
6.12K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-676- 1.43% |
$110K - $134K
|
46.5K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-677- 20.05% |
$110K - $134K
|
2.7K
$954K
|