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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
721+ 0.99% |
$132K - $166K
|
73.8K
$26.9M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
715+ 1.35% |
$131K - $164K
|
53.8K
$19.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
714+ 105.78% |
$131K - $164K
|
1.39K
$505K
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
707+ 6.64% |
$129K - $163K
|
11.4K
$4.13M
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
697+ 1.19% |
$127K - $160K
|
59.2K
$21.5M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
691+ 5.0% |
$126K - $159K
|
14.5K
$5.28M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
681+ 7.1% |
$125K - $157K
|
10.3K
$3.74M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
678+ 7.28% |
$124K - $156K
|
9.99K
$3.63M
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
677+ 23.06% |
$124K - $156K
|
3.61K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
675+ 19.11% |
$123K - $155K
|
4.21K
$1.53M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
660+ 21.55% |
$121K - $152K
|
3.72K
$1.35M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
653+ 8.34% |
$119K - $150K
|
8.48K
$3.09M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
651+ 2.84% |
$119K - $150K
|
23.6K
$8.58M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
650+ 11.12% |
$119K - $149K
|
6.5K
$2.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
638+ 12.38% |
$117K - $147K
|
5.79K
$2.11M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
638+ 11.57% |
$117K - $147K
|
6.15K
$2.24M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
635+ 2.94% |
$116K - $146K
|
22.2K
$8.1M
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
632+ 9.26% |
$116K - $145K
|
7.46K
$2.71M
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
629+ 4.98% |
$115K - $145K
|
13.3K
$4.83M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
628+ 45.91% |
$115K - $144K
|
2K
$726K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
618+ 7.57% |
$113K - $142K
|
8.78K
$3.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
617+ 6.15% |
$113K - $142K
|
10.7K
$3.88M
|
|
|
May 13, 2022
Q1 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
617+ 0.32% |
$113K - $142K
|
196K
$71.1M
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
615+ 9.51% |
$112K - $141K
|
7.08K
$2.58M
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
613+ 39.91% |
$112K - $141K
|
2.15K
$782K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
611+ 15.22% |
$112K - $140K
|
4.63K
$1.68M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
610+ 34.64% |
$112K - $140K
|
2.37K
$863K
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
609+ 7.06% |
$111K - $140K
|
9.23K
$3.36M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
602+ 2.7% |
$110K - $138K
|
22.9K
$8.33M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
601+ 11.22% |
$110K - $138K
|
5.96K
$2.17M
|
|
|
Jun 21, 2022
Q1 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 17.58% |
$110K - $138K
|
4.01K
$1.46M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
599New |
$110K - $138K
|
599
$218K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
592+ 18.4% |
$108K - $136K
|
3.81K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
590+ 0.63% |
$108K - $136K
|
94K
$34.2M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
589+ 18.48% |
$108K - $135K
|
3.78K
$1.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
587+ 62.71% |
$107K - $135K
|
1.52K
$554K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
585+ 17.42% |
$107K - $134K
|
3.94K
$1.44M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
584+ 0.18% |
$107K - $134K
|
332K
$121M
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
576+ 8.63% |
$105K - $132K
|
7.25K
$2.64M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
576+ 143.28% |
$105K - $132K
|
978
$356K
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
574+ 4.37% |
$105K - $132K
|
13.7K
$4.98M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
574+ 36.98% |
$105K - $132K
|
2.13K
$774K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
574+ 1.6% |
$105K - $132K
|
36.3K
$13.2M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
570+ 10.54% |
$104K - $131K
|
5.98K
$2.18M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
560+ 34.89% |
$102K - $129K
|
2.17K
$788K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
559+ 39.59% |
$102K - $128K
|
1.97K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
559+ 0.95% |
$102K - $128K
|
59.4K
$21.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
546+ 19.58% |
$99.8K - $126K
|
3.33K
$1.21M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
541+ 6.92% |
$98.9K - $124K
|
8.36K
$3.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
540+ 5.44% |
$98.7K - $124K
|
10.5K
$3.81M
|