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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
929New |
$170K - $214K
|
929
$340K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
928New |
$170K - $213K
|
928
$340K
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
928New |
$170K - $213K
|
928
$340K
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
927New |
$169K - $213K
|
927
$339K
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
BUY
|
- |
925New |
$169K - $213K
|
925
$339K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
923+ 11.9% |
$169K - $212K
|
8.68K
$3.18M
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
920+ 87.37% |
$168K - $211K
|
1.97K
$722K
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
914New |
$167K - $210K
|
914
$335K
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
909New |
$166K - $209K
|
909
$333K
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
908New |
$166K - $209K
|
908
$332K
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
907New |
$166K - $208K
|
907
$332K
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
904New |
$165K - $208K
|
904
$331K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
903New |
$165K - $208K
|
903
$331K
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
901+ 178.06% |
$165K - $207K
|
1.41K
$515K
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
900New |
$165K - $207K
|
900
$329K
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
897New |
$164K - $206K
|
897
$328K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
893+ 15.49% |
$163K - $205K
|
6.66K
$2.44M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
888+ 0.24% |
$162K - $204K
|
363K
$133M
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
870+ 0.37% |
$159K - $200K
|
238K
$87.3M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
855+ 29.8% |
$156K - $197K
|
3.72K
$1.36M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
855+ 29.8% |
$156K - $197K
|
3.72K
$1.36M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
850+ 2.12% |
$155K - $195K
|
40.9K
$15M
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
847+ 28.58% |
$155K - $195K
|
3.81K
$1.39M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
839+ 10.77% |
$153K - $193K
|
8.63K
$3.16M
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
836+ 8.06% |
$153K - $192K
|
11.2K
$4.1M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
834+ 153.31% |
$152K - $192K
|
1.38K
$504K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
824+ 0.99% |
$151K - $189K
|
83.8K
$30.7M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
823+ 8.92% |
$150K - $189K
|
10.1K
$3.68M
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
822+ 1.64% |
$150K - $189K
|
51K
$18.7M
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
821+ 21.45% |
$150K - $189K
|
4.65K
$1.7M
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
810+ 2.12% |
$148K - $186K
|
39K
$14.3M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
805+ 1.87% |
$147K - $185K
|
43.8K
$16M
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
802+ 11.64% |
$147K - $184K
|
7.69K
$2.82M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
802+ 2.71% |
$147K - $184K
|
30.4K
$11.1M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
800+ 140.11% |
$146K - $184K
|
1.37K
$502K
|
|
May 11, 2022
Q1 2022
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
800+ 0.68% |
$146K - $184K
|
119K
$43.4M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
798+ 2.97% |
$146K - $183K
|
27.7K
$10.1M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
792+ 9.6% |
$145K - $182K
|
9.04K
$3.31M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
788+ 31.26% |
$144K - $181K
|
3.31K
$1.21M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
769+ 8.31% |
$141K - $177K
|
10K
$3.67M
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
764+ 1.01% |
$140K - $176K
|
76.7K
$28.1M
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
763+ 0.48% |
$139K - $175K
|
159K
$58.3M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
756+ 5.32% |
$138K - $174K
|
15K
$5.48M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
751+ 15.29% |
$137K - $173K
|
5.66K
$2.07M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
748+ 2.69% |
$137K - $172K
|
28.6K
$10.5M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
746+ 2.58% |
$136K - $171K
|
29.6K
$10.9M
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
745+ 4.47% |
$136K - $171K
|
17.4K
$6.37M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
735+ 89.09% |
$134K - $169K
|
1.56K
$571K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
734+ 35.09% |
$134K - $169K
|
2.83K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
722+ 23.58% |
$132K - $166K
|
3.78K
$1.39M
|