Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 14, 2022 Q1 2022
De Dora Capital, Inc.

BUY
 -
406
New
$74.2K - $93.3K
406 $148K
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

BUY
 -
402
+ 14.94%
$73.5K - $92.4K
3.09K $1.13M
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
401
+ 15.13%
$73.3K - $92.2K
3.05K $1.11M
Apr 29, 2022 Q1 2022
Adell Harriman & Carpenter Inc

BUY
 -
400
+ 4.33%
$73.1K - $91.9K
9.65K $3.51M
May 09, 2022 Q1 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
400
+ 13.54%
$73.1K - $91.9K
3.35K $1.22M
Apr 21, 2022 Q1 2022
Strs Ohio

BUY
 -
399
+ 0.1%
$72.9K - $91.7K
405K $147M
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
395
+ 359.09%
$72.2K - $90.8K
505 $184K
May 10, 2022 Q1 2022
Accurate Wealth Management, LLC

BUY
 -
389
+ 16.13%
$71.1K - $89.4K
2.8K $1.02M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
387
+ 4.62%
$70.8K - $89K
8.76K $3.19M
May 13, 2022 Q1 2022
Ignite Planners, LLC

BUY
 -
385
+ 4.79%
$70.4K - $88.5K
8.43K $3.07M
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
381
+ 1.9%
$69.7K - $87.6K
20.4K $7.42M
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
380
+ 2.47%
$69.5K - $87.4K
15.8K $5.74M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
376
+ 17.56%
$68.7K - $86.4K
2.52K $916K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
375
+ 8.77%
$68.6K - $86.2K
4.65K $1.69M
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

BUY
 -
375
+ 2.5%
$68.6K - $86.2K
15.4K $5.6M
May 05, 2022 Q1 2022
Cambridge Advisors Inc.

BUY
 -
374
+ 3.12%
$68.4K - $86K
12.4K $4.5M
Apr 14, 2022 Q1 2022
Monument Capital Management

BUY
 -
370
+ 2.38%
$67.6K - $85.1K
15.9K $5.78M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
369
+ 26.13%
$67.5K - $84.8K
1.78K $648K
May 03, 2022 Q1 2022
Liberty One Investment Management, LLC

BUY
 -
366
+ 3.95%
$66.9K - $84.1K
9.64K $3.51M
May 12, 2022 Q1 2022
Morse Asset Management, Inc

Darien, CT
BUY
 -
360
+ 13.77%
$65.8K - $82.8K
2.97K $1.08M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
354
+ 7.06%
$64.7K - $81.4K
5.37K $1.95M
May 12, 2022 Q1 2022
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
352
+ 151.72%
$64.4K - $80.9K
584 $213K
Apr 07, 2022 Q1 2022
Bath Savings Trust CO

BUY
 -
351
+ 13.74%
$64.2K - $80.7K
2.91K $1.06M
May 10, 2022 Q1 2022
Fluent Financial, LLC

BUY
 -
351
+ 3.12%
$64.2K - $80.7K
11.6K $4.22M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
349
+ 10.01%
$63.8K - $80.2K
3.83K $1.4M
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
346
+ 0.56%
$63.3K - $79.5K
61.7K $22.5M
May 06, 2022 Q1 2022
Tempus Wealth Planning, LLC

BUY
 -
346
+ 6.53%
$63.3K - $79.5K
5.65K $2.05M
May 16, 2022 Q1 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
342
+ 0.11%
$62.5K - $78.6K
299K $109M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
341
+ 4.07%
$62.3K - $78.4K
8.72K $3.17M
Apr 27, 2022 Q1 2022
Fortem Financial Group, LLC

BUY
 -
340
+ 10.09%
$62.2K - $78.2K
3.71K $1.35M
May 16, 2022 Q1 2022
Wealth Effects LLC

BUY
 -
340
+ 13.56%
$62.2K - $78.2K
2.85K $1.04M
Apr 27, 2022 Q1 2022
Schnieders Capital Management LLC

BUY
 -
339
+ 6.35%
$62K - $77.9K
5.68K $2.07M
Feb 13, 2024 Q1 2022
United Community Bank

Greenville, SC
BUY
 -
337
+ 4.71%
$61.6K - $77.5K
7.49K $2.72M
May 16, 2022 Q1 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
336
+ 7.44%
$61.4K - $77.2K
4.86K $1.77M
Apr 29, 2022 Q1 2022
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
335
+ 17.69%
$61.2K - $77K
2.23K $811K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
334
New
$61.1K - $76.8K
334 $122K
Apr 28, 2022 Q1 2022
Highview Capital Management LLC

BUY
 -
330
+ 28.45%
$60.3K - $75.9K
1.49K $542K
May 13, 2022 Q1 2022
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
330
+ 5.67%
$60.3K - $75.9K
6.16K $2.24M
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
330
New
$60.3K - $75.9K
330 $120K
May 09, 2022 Q1 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
329
+ 12.81%
$60.2K - $75.6K
2.9K $1.05M
Apr 25, 2022 Q1 2022
Norwood Financial Corp

BUY
 -
325
+ 9.02%
$59.4K - $74.7K
3.93K $1.43M
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
320
+ 1.51%
$58.5K - $73.6K
21.5K $7.82M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
312
+ 9.96%
$57K - $71.7K
3.44K $1.25M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
310
+ 6.91%
$56.7K - $71.3K
4.8K $1.75M
May 10, 2022 Q1 2022
Clear Harbor Asset Management, LLC

BUY
 -
307
+ 0.62%
$56.1K - $70.6K
49.9K $18.1M
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
303
+ 4.82%
$55.4K - $69.7K
6.59K $2.4M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
301
+ 4.86%
$55K - $69.2K
6.49K $2.36M
Apr 12, 2022 Q1 2022
Home Federal Bank Of Tennessee

BUY
 -
300
+ 17.55%
$54.8K - $69K
2.01K $731K
Apr 19, 2022 Q1 2022
Cumberland Advisors Inc

BUY
 -
300
+ 3.14%
$54.8K - $69K
9.85K $3.58M

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