Purchases and Sales Made in Q4 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-180- 4.63% |
$30.8K - $43.8K
|
3.71K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-180Closed |
$30.8K - $43.8K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-181- 4.9% |
$31K - $44K
|
3.51K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-181- 3.64% |
$31K - $44K
|
4.79K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-183- 2.25% |
$31.3K - $44.5K
|
7.94K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-184- 1.43% |
$31.5K - $44.7K
|
12.7K
$4.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-185- 7.51% |
$31.7K - $45K
|
2.28K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-185- 1.72% |
$31.7K - $45K
|
10.6K
$3.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-186- 11.55% |
$31.8K - $45.2K
|
1.43K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-186- 8.07% |
$31.8K - $45.2K
|
2.12K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-188- 0.29% |
$32.2K - $45.7K
|
65.1K
$24.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-191- 4.38% |
$32.7K - $46.4K
|
4.17K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-193- 4.76% |
$33K - $46.9K
|
3.86K
$1.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-195- 21.26% |
$33.4K - $47.4K
|
722
$268K
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-195- 12.23% |
$33.4K - $47.4K
|
1.4K
$520K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-197- 0.96% |
$33.7K - $47.9K
|
20.3K
$7.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-199- 9.53% |
$34.1K - $48.4K
|
1.89K
$702K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-199- 3.06% |
$34.1K - $48.4K
|
6.3K
$2.34M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-200- 15.29% |
$34.2K - $48.6K
|
1.11K
$412K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-200- 5.6% |
$34.2K - $48.6K
|
3.37K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-200- 0.49% |
$34.2K - $48.6K
|
40.9K
$15.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-200- 15.89% |
$34.2K - $48.6K
|
1.06K
$393K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.59% |
$34.2K - $48.6K
|
33.6K
$12.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-200- 9.52% |
$34.2K - $48.6K
|
1.9K
$706K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 4.8% |
$34.2K - $48.6K
|
3.97K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 5.07% |
$34.2K - $48.6K
|
3.74K
$1.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-201- 10.29% |
$34.4K - $48.9K
|
1.75K
$651K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 5.65% |
$34.9K - $49.6K
|
3.41K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-205- 3.84% |
$35.1K - $49.8K
|
5.13K
$1.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-206- 15.71% |
$35.3K - $50.1K
|
1.11K
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-206- 7.73% |
$35.3K - $50.1K
|
2.46K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-208- 4.95% |
$35.6K - $50.6K
|
3.99K
$1.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-211- 6.1% |
$36.1K - $51.3K
|
3.25K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 2.13% |
$36.1K - $51.3K
|
9.7K
$3.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-213- 0.32% |
$36.5K - $51.8K
|
67K
$24.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-214- 13.97% |
$36.6K - $52K
|
1.32K
$490K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-214- 6.55% |
$36.6K - $52K
|
3.06K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-218- 2.04% |
$37.3K - $53K
|
10.5K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-218- 3.14% |
$37.3K - $53K
|
6.72K
$2.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-219- 1.24% |
$37.5K - $53.2K
|
17.4K
$6.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-220- 10.48% |
$37.7K - $53.5K
|
1.88K
$698K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-220- 10.67% |
$37.7K - $53.5K
|
1.84K
$684K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-222- 11.34% |
$38K - $54K
|
1.74K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-222- 2.66% |
$38K - $54K
|
8.13K
$3.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-225- 13.43% |
$38.5K - $54.7K
|
1.45K
$539K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-227- 5.02% |
$38.9K - $55.2K
|
4.29K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-230- 4.78% |
$39.4K - $55.9K
|
4.59K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-231- 65.81% |
$39.6K - $56.2K
|
120
$44.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-232- 11.9% |
$39.7K - $56.4K
|
1.72K
$638K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-232- 6.96% |
$39.7K - $56.4K
|
3.1K
$1.15M
|