Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-900- 15.83% |
$165K - $207K
|
4.79K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-914- 20.97% |
$167K - $210K
|
3.45K
$1.14M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-915Closed |
$167K - $210K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-928- 16.53% |
$170K - $213K
|
4.69K
$1.56M
|
|
Apr 27, 2022
Q1 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-933- 4.51% |
$171K - $214K
|
19.7K
$6.55M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-950- 22.19% |
$174K - $218K
|
3.33K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-950- 26.84% |
$174K - $218K
|
2.59K
$860K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-953- 13.85% |
$174K - $219K
|
5.93K
$1.97M
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-968Closed |
$177K - $223K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-975- 34.57% |
$178K - $224K
|
1.85K
$613K
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-975Closed |
$178K - $224K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-975Closed |
$178K - $224K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-979Closed |
$179K - $225K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-988- 2.38% |
$181K - $227K
|
40.5K
$13.5M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-1K- 10.41% |
$183K - $230K
|
8.6K
$2.86M
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1KClosed |
$183K - $230K
|
0
$0
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.02K- 5.12% |
$186K - $233K
|
18.8K
$6.25M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.02K- 15.83% |
$186K - $234K
|
5.42K
$1.8M
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.02K- 45.49% |
$187K - $235K
|
1.23K
$407K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.03KClosed |
$187K - $236K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-1.06KClosed |
$193K - $243K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.06K- 19.82% |
$194K - $244K
|
4.29K
$1.42M
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$196K - $246K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.08KClosed |
$197K - $247K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-1.09KClosed |
$199K - $250K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.1K- 0.03% |
$200K - $252K
|
3.23M
$1.07B
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-1.1KClosed |
$202K - $254K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.12KClosed |
$205K - $257K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.13K- 5.3% |
$206K - $259K
|
20.1K
$6.67M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.13K- 35.49% |
$206K - $259K
|
2.05K
$679K
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.14K- 20.24% |
$208K - $261K
|
4.47K
$1.48M
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.15K- 9.68% |
$209K - $263K
|
10.7K
$3.55M
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.15K- 0.59% |
$210K - $264K
|
193K
$64.1M
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.15KClosed |
$211K - $265K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.15KClosed |
$211K - $265K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.16KClosed |
$212K - $267K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.17K- 2.53% |
$214K - $269K
|
45.1K
$15M
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.18K- 0.17% |
$216K - $271K
|
681K
$226M
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.19K- 51.88% |
$217K - $273K
|
1.1K
$365K
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-1.22K- 56.14% |
$223K - $280K
|
953
$316K
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.22KClosed |
$223K - $280K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$224K - $282K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$226K - $284K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 5.53% |
$226K - $285K
|
21.1K
$7.02M
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.28KClosed |
$233K - $293K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.3K- 17.74% |
$237K - $298K
|
6.02K
$2M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 34.06% |
$237K - $299K
|
2.52K
$835K
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.3KClosed |
$238K - $299K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.3K- 7.15% |
$238K - $299K
|
16.9K
$5.61M
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.3K- 10.69% |
$238K - $299K
|
10.9K
$3.61M
|