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 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 11.81% |
$241K - $343K
|
10.5K
$3.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.42K- 21.52% |
$243K - $346K
|
5.18K
$1.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.43K- 18.16% |
$245K - $348K
|
6.46K
$2.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.44K- 0.45% |
$247K - $350K
|
316K
$105M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.45K- 26.58% |
$247K - $351K
|
3.99K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.45K- 19.07% |
$248K - $352K
|
6.15K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.45K- 19.15% |
$248K - $353K
|
6.12K
$2.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.46K- 52.87% |
$249K - $354K
|
1.3K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.49K- 23.12% |
$255K - $363K
|
4.96K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 14.29% |
$257K - $365K
|
9K
$2.99M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-1.51K- 15.82% |
$258K - $367K
|
8.03K
$2.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-1.52K- 9.14% |
$260K - $370K
|
15.1K
$5.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.55K- 1.24% |
$266K - $378K
|
123K
$41M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.55K- 18.25% |
$266K - $378K
|
6.96K
$2.31M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-1.57K- 6.1% |
$269K - $382K
|
24.2K
$8.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.59K- 16.37% |
$272K - $387K
|
8.12K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.62K- 12.25% |
$277K - $393K
|
11.6K
$3.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.63K- 9.73% |
$280K - $397K
|
15.2K
$5.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.69K- 5.66% |
$289K - $411K
|
28.1K
$9.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.7K- 75.86% |
$291K - $413K
|
541
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.76K- 1.88% |
$302K - $428K
|
91.9K
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.79K- 33.83% |
$306K - $434K
|
3.49K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.8K- 31.23% |
$308K - $438K
|
3.96K
$1.32M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.87K- 24.65% |
$320K - $455K
|
5.72K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.91K- 1.34% |
$327K - $465K
|
141K
$46.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.93K- 7.11% |
$330K - $468K
|
25.2K
$8.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.93K- 20.84% |
$330K - $468K
|
7.31K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.94K- 4.19% |
$332K - $472K
|
44.4K
$14.7M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.94K- 2.63% |
$333K - $472K
|
71.8K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-2.02K- 11.46% |
$346K - $491K
|
15.6K
$5.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.06K- 6.56% |
$353K - $502K
|
29.4K
$9.75M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.06K- 6.56% |
$353K - $502K
|
29.4K
$9.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.1K- 2.22% |
$360K - $511K
|
92.5K
$30.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-2.13K- 1.6% |
$364K - $517K
|
131K
$43.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.15K- 8.61% |
$367K - $522K
|
22.8K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.19K- 10.18% |
$374K - $531K
|
19.3K
$6.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.19K- 2.62% |
$375K - $532K
|
81.2K
$27M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.2K- 49.44% |
$377K - $535K
|
2.25K
$747K
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-2.26K- 3.5% |
$386K - $549K
|
62.3K
$20.7M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27KClosed |
$389K - $552K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.32K- 0.96% |
$397K - $564K
|
239K
$79.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.36K- 2.76% |
$404K - $573K
|
83K
$27.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.4K- 4.03% |
$411K - $584K
|
57.2K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-2.46K- 19.35% |
$422K - $599K
|
10.3K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.47K- 43.33% |
$423K - $600K
|
3.23K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 9.16% |
$428K - $608K
|
24.8K
$8.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.5K- 0.37% |
$429K - $609K
|
668K
$222M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.51K- 27.15% |
$429K - $609K
|
6.72K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 5.84% |
$434K - $616K
|
40.8K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.54K- 2.76% |
$435K - $617K
|
89.5K
$29.7M
|