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
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
216
+ 7.41%
$39.5K - $49.7K
3.13K $1.14M
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
215
+ 4.99%
$39.3K - $49.4K
4.52K $1.65M
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
214
+ 6.71%
$39.1K - $49.2K
3.4K $1.24M
Apr 11, 2022 Q1 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
213
+ 8.22%
$38.9K - $49K
2.81K $1.02M
Apr 18, 2022 Q1 2022
Pds Planning, Inc

BUY
 -
211
+ 16.85%
$38.6K - $48.5K
1.46K $532K
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

BUY
 -
211
+ 4.98%
$38.6K - $48.5K
4.45K $1.62M
May 12, 2022 Q1 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
211
+ 4.64%
$38.6K - $48.5K
4.76K $1.73M
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
209
+ 4.25%
$38.2K - $48K
5.13K $1.87M
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
208
+ 1.53%
$38K - $47.8K
13.8K $5.02M
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
205
+ 4.62%
$37.5K - $47.1K
4.64K $1.69M
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
203
+ 10.66%
$37.1K - $46.7K
2.11K $767K
Aug 26, 2022 Q1 2022
W Advisors, LLC

Germantown, TN
BUY
 -
203
+ 8.7%
$37.1K - $46.7K
2.54K $923K
Apr 14, 2022 Q1 2022
Yhb Investment Advisors, Inc.

BUY
 -
202
+ 11.64%
$36.9K - $46.4K
1.94K $705K
Apr 11, 2022 Q1 2022
Sanders Morris Harris LLC

BUY
 -
200
+ 12.7%
$36.6K - $46K
1.78K $646K
Apr 22, 2022 Q1 2022
Louisiana State Employees Retirement System

BUY
 -
200
+ 0.59%
$36.6K - $46K
34.1K $12.4M
Apr 22, 2022 Q1 2022
Montecito Bank & Trust

BUY
 -
200
+ 5.65%
$36.6K - $46K
3.74K $1.36M
May 03, 2022 Q1 2022
Westhampton Capital, LLC

BUY
 -
200
+ 4.62%
$36.6K - $46K
4.53K $1.65M
May 10, 2022 Q1 2022
Searle & Co.

BUY
 -
200
+ 1.03%
$36.6K - $46K
19.6K $7.12M
May 13, 2022 Q1 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
200
+ 13.89%
$36.6K - $46K
1.64K $597K
May 09, 2022 Q1 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
200
+ 4.25%
$36.6K - $46K
4.9K $1.78M
May 12, 2022 Q1 2022
Alan B. Lancz & Associates, Inc.

Toledo, OH
BUY
 -
200
+ 8.73%
$36.6K - $46K
2.49K $907K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
200
New
$36.6K - $46K
200 $72.8K
Jun 06, 2022 Q1 2022
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
198
+ 2.37%
$36.2K - $45.5K
8.56K $3.12M
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
197
+ 6.06%
$36K - $45.3K
3.45K $1.26M
May 04, 2022 Q1 2022
Waldron Private Wealth LLC

BUY
 -
193
+ 2.18%
$35.3K - $44.4K
9.05K $3.29M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
193
+ 6.81%
$35.3K - $44.4K
3.03K $1.1M
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
193
+ 10.69%
$35.3K - $44.4K
2K $727K
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

BUY
 -
189
+ 12.09%
$34.6K - $43.4K
1.75K $638K
May 12, 2022 Q1 2022
J.P. Marvel Investment Advisors, LLC

BUY
 -
186
+ 1.52%
$34K - $42.8K
12.4K $4.52M
May 10, 2022 Q1 2022
Citizens National Bank Trust Department

BUY
 -
185
+ 1.72%
$33.8K - $42.5K
10.9K $3.97M
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

BUY
 -
184
+ 5.9%
$33.6K - $42.3K
3.31K $1.2M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
183
+ 7.2%
$33.5K - $42.1K
2.72K $991K
Apr 27, 2022 Q1 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
183
+ 9.31%
$33.5K - $42.1K
2.15K $782K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
183
+ 7.2%
$33.5K - $42.1K
2.72K $991K
Apr 05, 2022 Q1 2022
Wedmont Private Capital

BUY
 -
182
+ 8.02%
$33.3K - $41.8K
2.45K $892K
Apr 26, 2022 Q1 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
177
+ 8.18%
$32.4K - $40.7K
2.34K $852K
May 16, 2022 Q1 2022
Integrated Investment Consultants, LLC

BUY
 -
176
+ 11.35%
$32.2K - $40.5K
1.73K $628K
May 13, 2022 Q1 2022
Horizon Kinetics Asset Management LLC

BUY
 -
175
+ 2.64%
$32K - $40.2K
6.79K $2.47M
May 10, 2022 Q1 2022
Core Alternative Capital

BUY
 -
173
+ 786.36%
$31.6K - $39.8K
195 $71K
May 13, 2022 Q1 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
171
+ 6.25%
$31.3K - $39.3K
2.91K $1.06M
May 09, 2022 Q1 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
170
+ 7.46%
$31.1K - $39.1K
2.45K $891K
May 26, 2022 Q1 2022
Gradient Investments LLC

BUY
 -
169
+ 4.49%
$30.9K - $38.8K
3.94K $1.43M
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
167
+ 8.11%
$30.5K - $38.4K
2.23K $810K
May 09, 2022 Q1 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
166
+ 0.15%
$30.3K - $38.2K
109K $39.5M
Apr 12, 2022 Q1 2022
Churchill Management Corp

BUY
 -
165
+ 0.43%
$30.2K - $37.9K
38.3K $13.9M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
165
+ 6.8%
$30.2K - $37.9K
2.59K $943K
Apr 21, 2022 Q1 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
160
+ 2.87%
$29.3K - $36.8K
5.74K $2.09M
May 05, 2022 Q1 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
159
+ 11.58%
$29.1K - $36.5K
1.53K $557K
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
BUY
 -
158
+ 3.01%
$28.9K - $36.3K
5.41K $1.97M

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