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 09, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
157
+ 10.54%
$28.7K - $36.1K
1.65K $594K
Apr 28, 2022 Q1 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
156
+ 0.79%
$28.5K - $35.9K
19.9K $7.16M
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
156
+ 2.16%
$28.5K - $35.9K
7.37K $2.65M
Apr 26, 2022 Q1 2022
Wiley Bros. Aintree Capital, LLC

BUY
 -
155
+ 7.83%
$28.3K - $35.6K
2.14K $769K
May 10, 2022 Q1 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
154
+ 8.6%
$28.2K - $35.4K
1.94K $701K
Apr 13, 2022 Q1 2022
Abacus Planning Group, Inc.

BUY
 -
153
+ 5.26%
$28K - $35.2K
3.06K $1.1M
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
153
+ 1.4%
$28K - $35.2K
11.1K $4M
May 04, 2022 Q1 2022
Adviser Investments LLC

BUY
 -
152
+ 3.59%
$27.8K - $34.9K
4.38K $1.58M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
152
+ 8.09%
$27.8K - $34.9K
2.03K $732K
Apr 20, 2022 Q1 2022
Tfg Advisers LLC

BUY
 -
151
+ 11.95%
$27.6K - $34.7K
1.42K $510K
Apr 19, 2022 Q1 2022
Highland Capital Management, LLC

BUY
 -
150
+ 0.71%
$27.4K - $34.5K
21.3K $7.66M
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

BUY
 -
150
New
$27.4K - $34.5K
150 $54.1K
May 12, 2022 Q1 2022
Meridian Wealth Advisors, LLC

BUY
 -
150
+ 14.12%
$27.4K - $34.5K
1.21K $437K
Apr 20, 2022 Q1 2022
Pinnacle Wealth Planning Services, Inc.

BUY
 -
150
+ 3.89%
$27.4K - $34.5K
4.01K $1.44M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
149
+ 0.96%
$27.2K - $34.3K
15.6K $5.63M
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

BUY
 -
143
+ 1.1%
$26.1K - $32.9K
13.1K $4.72M
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
141
+ 7.62%
$25.8K - $32.4K
1.99K $718K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
140
+ 2.59%
$25.6K - $32.2K
5.54K $2M
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
139
+ 4.29%
$25.4K - $32K
3.38K $1.22M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
139
+ 7.29%
$25.4K - $32K
2.05K $737K
May 05, 2022 Q1 2022
Compass Financial Advisors LLC

BUY
 -
139
+ 11.76%
$25.4K - $32K
1.32K $476K
Apr 12, 2022 Q1 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
138
+ 0.69%
$25.2K - $31.7K
20.1K $7.23M
Apr 14, 2022 Q1 2022
Woodward Diversified Capital, LLC

BUY
 -
137
+ 3.26%
$25K - $31.5K
4.34K $1.56M
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
136
+ 12.36%
$24.9K - $31.3K
1.24K $445K
May 13, 2022 Q1 2022
Next Century Growth Investors LLC

Minneapolis, MN
BUY
 -
136
+ 0.84%
$24.9K - $31.3K
16.2K $5.85M
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
136
+ 2.38%
$24.9K - $31.3K
5.85K $2.11M
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
134
+ 5.33%
$24.5K - $30.8K
2.65K $955K
May 10, 2022 Q1 2022
Rkl Wealth Management LLC

BUY
 -
133
+ 10.92%
$24.3K - $30.6K
1.35K $487K
May 11, 2022 Q1 2022
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
133
+ 1.24%
$24.3K - $30.6K
10.9K $3.91M
Apr 19, 2022 Q1 2022
Relyea Zuckerberg Hanson LLC

BUY
 -
130
+ 10.71%
$23.8K - $29.9K
1.34K $484K
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
130
+ 1.1%
$23.8K - $29.9K
11.9K $4.29M
May 06, 2022 Q1 2022
Frg Family Wealth Advisors LLC

BUY
 -
129
+ 0.75%
$23.6K - $29.7K
17.4K $6.27M
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
129
+ 2.06%
$23.6K - $29.7K
6.39K $2.3M
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
BUY
 -
128
+ 1.71%
$23.4K - $29.4K
7.62K $2.75M
May 10, 2022 Q1 2022
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
128
+ 2.33%
$23.4K - $29.4K
5.61K $2.02M
Apr 26, 2022 Q1 2022
Diligent Investors, LLC

BUY
 -
126
+ 4.32%
$23K - $29K
3.05K $1.1M
Apr 21, 2022 Q1 2022
Live Oak Private Wealth LLC

BUY
 -
126
+ 4.26%
$23K - $29K
3.08K $1.11M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
124
+ 3.74%
$22.7K - $28.5K
3.44K $1.24M
May 02, 2022 Q1 2022
Corundum Group, Inc.

BUY
 -
121
+ 4.54%
$22.1K - $27.8K
2.79K $1M
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
121
+ 0.46%
$22.1K - $27.8K
26.3K $9.49M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
121
+ 2.85%
$22.1K - $27.8K
4.37K $1.58M
Apr 22, 2022 Q1 2022
Sweet Financial Partners, LLC

BUY
 -
121
+ 4.01%
$22.1K - $27.8K
3.14K $1.13M
Apr 20, 2022 Q1 2022
Advisors Management Group Inc

BUY
 -
120
+ 5.57%
$21.9K - $27.6K
2.28K $820K
May 10, 2022 Q1 2022
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
120
+ 5.54%
$21.9K - $27.6K
2.29K $824K
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

BUY
 -
118
+ 4.11%
$21.6K - $27.1K
2.99K $1.08M
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

BUY
 -
116
+ 1.36%
$21.2K - $26.7K
8.63K $3.11M
May 11, 2022 Q1 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
115
+ 1.01%
$21K - $26.4K
11.5K $4.14M
May 03, 2022 Q1 2022
Venture Visionary Partners LLC

BUY
 -
112
+ 1.15%
$20.5K - $25.7K
9.81K $3.54M
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
112
+ 1.36%
$20.5K - $25.7K
8.34K $3M

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