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 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.17K- 25.03% |
$190K - $232K
|
3.5K
$1.43M
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.19KClosed |
$193K - $236K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.19K- 10.75% |
$194K - $237K
|
9.91K
$4.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.2K- 5.59% |
$195K - $238K
|
20.2K
$8.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.2K- 26.83% |
$195K - $238K
|
3.27K
$1.33M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-1.21K- 4.99% |
$196K - $239K
|
23K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.21K- 12.26% |
$197K - $240K
|
8.67K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-1.22K- 2.6% |
$198K - $242K
|
45.8K
$18.7M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.23K- 1.36% |
$199K - $243K
|
89K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.23KClosed |
$200K - $244K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.23K- 3.76% |
$200K - $244K
|
31.5K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.23K- 14.7% |
$200K - $244K
|
7.15K
$2.91M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.24K- 19.13% |
$202K - $246K
|
5.25K
$2.14M
|
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.25K- 2.15% |
$203K - $248K
|
56.8K
$23.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.27K- 5.48% |
$206K - $251K
|
21.8K
$8.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.27K- 7.99% |
$206K - $251K
|
14.6K
$5.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.29K- 0.55% |
$210K - $256K
|
235K
$95.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.29K- 11.67% |
$210K - $256K
|
9.78K
$3.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-1.31K- 1.69% |
$213K - $260K
|
76.4K
$31.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.31KClosed |
$213K - $260K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.33K- 10.39% |
$216K - $263K
|
11.5K
$4.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.33K- 3.18% |
$216K - $264K
|
40.5K
$16.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.33K- 3.15% |
$216K - $264K
|
40.9K
$16.7M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.33K- 3.15% |
$216K - $264K
|
40.9K
$16.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.35K- 20.56% |
$219K - $268K
|
5.22K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.35K- 14.66% |
$219K - $268K
|
7.86K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.37K- 1.37% |
$222K - $271K
|
98.2K
$40M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.39K- 5.23% |
$226K - $276K
|
25.3K
$10.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.41K- 14.82% |
$229K - $280K
|
8.12K
$3.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.42K- 0.35% |
$230K - $281K
|
401K
$164M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.45K- 2.3% |
$235K - $287K
|
61.3K
$25M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-1.45K- 0.36% |
$235K - $287K
|
406K
$166M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.46K- 25.59% |
$237K - $289K
|
4.24K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.48K- 0.4% |
$240K - $292K
|
370K
$151M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.49K- 3.48% |
$242K - $295K
|
41.3K
$16.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.49K- 1.19% |
$242K - $295K
|
124K
$50.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.5K- 12.53% |
$244K - $297K
|
10.5K
$4.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.5K- 13.92% |
$244K - $298K
|
9.29K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.51K- 59.12% |
$245K - $299K
|
1.04K
$426K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.55K- 0.49% |
$252K - $307K
|
318K
$130M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.57K- 27.46% |
$255K - $311K
|
4.15K
$1.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.6K- 56.24% |
$260K - $317K
|
1.25K
$508K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.62K- 12.2% |
$263K - $321K
|
11.7K
$4.75M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.65K- 12.55% |
$269K - $328K
|
11.5K
$4.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.69K- 33.29% |
$275K - $335K
|
3.39K
$1.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.74KClosed |
$282K - $345K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Marketfield Asset Management LLC
|
SELL
|
- |
-1.86K- 10.02% |
$302K - $369K
|
16.7K
$6.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.87K- 23.57% |
$303K - $370K
|
6.05K
$2.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Candriam S.C.A.
|
SELL
|
- |
-1.89K- 3.64% |
$307K - $374K
|
50K
$20.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.89K- 28.3% |
$307K - $375K
|
4.79K
$1.95M
|