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 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
533+ 49.35% |
$97.4K - $123K
|
1.61K
$587K
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
525+ 7.61% |
$96K - $121K
|
7.43K
$2.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
521+ 5.8% |
$95.3K - $120K
|
9.5K
$3.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
518+ 4.05% |
$94.7K - $119K
|
13.3K
$4.84M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
517+ 1.92% |
$94.5K - $119K
|
27.4K
$9.97M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
513+ 3.24% |
$93.8K - $118K
|
16.3K
$5.95M
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
512+ 5.24% |
$93.6K - $118K
|
10.3K
$3.74M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
512+ 1.51% |
$93.6K - $118K
|
34.4K
$12.5M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
506+ 10.13% |
$92.5K - $116K
|
5.5K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
503+ 26.47% |
$92K - $116K
|
2.4K
$874K
|
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
502+ 0.03% |
$91.8K - $115K
|
1.69M
$613M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
500+ 1.09% |
$91.4K - $115K
|
46.5K
$16.9M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 12.14% |
$91.4K - $115K
|
4.62K
$1.68M
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
500New |
$91.4K - $115K
|
500
$182K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
496+ 33.42% |
$90.7K - $114K
|
1.98K
$721K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
494+ 44.91% |
$90.3K - $114K
|
1.59K
$580K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
492+ 5.25% |
$90K - $113K
|
9.87K
$3.59M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
487+ 2.38% |
$89K - $112K
|
21K
$7.63M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
484+ 3.31% |
$88.5K - $111K
|
15.1K
$5.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
482+ 1.18% |
$88.1K - $111K
|
41.3K
$15M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
478New |
$87.4K - $110K
|
478
$174K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
476+ 1.71% |
$87K - $109K
|
28.2K
$10.3M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
475New |
$86.8K - $109K
|
475
$173K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
474+ 5.51% |
$86.7K - $109K
|
9.07K
$3.3M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
468+ 38.08% |
$85.6K - $108K
|
1.7K
$618K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
461+ 3.08% |
$84.3K - $106K
|
15.4K
$5.62M
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
460+ 5.97% |
$84.1K - $106K
|
8.17K
$2.97M
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
459+ 14.47% |
$83.9K - $106K
|
3.63K
$1.32M
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
459+ 0.16% |
$83.9K - $106K
|
291K
$106M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
458+ 33.63% |
$83.7K - $105K
|
1.82K
$662K
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
453+ 40.05% |
$82.8K - $104K
|
1.58K
$576K
|
|
|
Apr 19, 2022
Q1 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 4.12% |
$82.3K - $103K
|
11.4K
$4.14M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
449+ 8.43% |
$82.1K - $103K
|
5.78K
$2.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
445+ 3.03% |
$81.4K - $102K
|
15.1K
$5.51M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
438+ 2.24% |
$80.1K - $101K
|
20K
$7.29M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
438+ 12.48% |
$80.1K - $101K
|
3.95K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
435+ 3.57% |
$79.5K - $100K
|
12.6K
$4.59M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
430+ 8.77% |
$78.6K - $98.8K
|
5.33K
$1.94M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
430+ 3.24% |
$78.6K - $98.8K
|
13.7K
$4.99M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
430+ 26.46% |
$78.6K - $98.8K
|
2.06K
$748K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
429+ 3.03% |
$78.4K - $98.6K
|
14.6K
$5.32M
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
BUY
|
- |
425+ 9.2% |
$77.7K - $97.7K
|
5.04K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
415+ 13.74% |
$75.9K - $95.4K
|
3.44K
$1.25M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
413+ 46.15% |
$75.5K - $94.9K
|
1.31K
$476K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
413+ 24.79% |
$75.5K - $94.9K
|
2.08K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
412+ 12.27% |
$75.3K - $94.7K
|
3.77K
$1.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
411+ 3.03% |
$75.1K - $94.5K
|
14K
$5.09M
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
411+ 3.07% |
$75.1K - $94.5K
|
13.8K
$5.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
408+ 0.41% |
$74.6K - $93.8K
|
100K
$36.5M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
408+ 21.84% |
$74.6K - $93.8K
|
2.28K
$828K
|