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 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
111+ 2.34% |
$20.3K - $25.5K
|
4.85K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
110+ 5.21% |
$20.1K - $25.3K
|
2.22K
$808K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
110+ 1.59% |
$20.1K - $25.3K
|
7.01K
$2.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
109+ 1.64% |
$19.9K - $25.1K
|
6.78K
$2.47M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
107+ 3.41% |
$19.6K - $24.6K
|
3.25K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
107+ 2.96% |
$19.6K - $24.6K
|
3.72K
$1.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
105+ 5.35% |
$19.2K - $24.1K
|
2.07K
$752K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
104+ 6.11% |
$19K - $23.9K
|
1.81K
$657K
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
102+ 5.94% |
$18.6K - $23.4K
|
1.82K
$662K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
102+ 2.83% |
$18.6K - $23.4K
|
3.71K
$1.35M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
102+ 2.97% |
$18.6K - $23.4K
|
3.54K
$1.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
101+ 10.56% |
$18.5K - $23.2K
|
1.06K
$385K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
100+ 1.88% |
$18.3K - $23K
|
5.41K
$1.97M
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
100+ 4.35% |
$18.3K - $23K
|
2.4K
$873K
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
100+ 2.45% |
$18.3K - $23K
|
4.18K
$1.52M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 0.63% |
$18.3K - $23K
|
16.1K
$5.84M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 2.44% |
$18.3K - $23K
|
4.21K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
100New |
$18.3K - $23K
|
100
$36.4K
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
98+ 6.32% |
$17.9K - $22.5K
|
1.65K
$600K
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
97+ 0.89% |
$17.7K - $22.3K
|
11K
$4M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
96+ 0.56% |
$17.6K - $22.1K
|
17.1K
$6.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
96+ 1.85% |
$17.6K - $22.1K
|
5.28K
$1.92M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
95+ 2.38% |
$17.4K - $21.8K
|
4.09K
$1.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
95+ 6.48% |
$17.4K - $21.8K
|
1.56K
$568K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
95+ 5.68% |
$17.4K - $21.8K
|
1.77K
$644K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
94+ 2.72% |
$17.2K - $21.6K
|
3.55K
$1.29M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
94+ 0.47% |
$17.2K - $21.6K
|
20K
$7.29M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
94+ 2.91% |
$17.2K - $21.6K
|
3.32K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93+ 6.95% |
$17K - $21.4K
|
1.43K
$521K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
92+ 5.38% |
$16.8K - $21.1K
|
1.8K
$655K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
91+ 0.79% |
$16.6K - $20.9K
|
11.6K
$4.24M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
90+ 5.68% |
$16.5K - $20.7K
|
1.67K
$609K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
90+ 1.3% |
$16.5K - $20.7K
|
7K
$2.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
90+ 0.48% |
$16.5K - $20.7K
|
19K
$6.91M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
89+ 3.0% |
$16.3K - $20.5K
|
3.06K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
88+ 1.04% |
$16.1K - $20.2K
|
8.55K
$3.11M
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
87+ 5.7% |
$15.9K - $20K
|
1.61K
$587K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
87+ 15.18% |
$15.9K - $20K
|
660
$240K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
87+ 39.55% |
$15.9K - $20K
|
307
$112K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 4.67% |
$15.4K - $19.3K
|
1.88K
$684K
|
|
|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
84New |
$15.4K - $19.3K
|
84
$30.6K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
84+ 2.64% |
$15.4K - $19.3K
|
3.27K
$1.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
83+ 10.32% |
$15.2K - $19.1K
|
887
$323K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
83+ 1.66% |
$15.2K - $19.1K
|
5.08K
$1.85M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
83+ 3.09% |
$15.2K - $19.1K
|
2.77K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
83+ 0.26% |
$15.2K - $19.1K
|
31.9K
$11.6M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82+ 1.49% |
$15K - $18.8K
|
5.58K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
81+ 3.07% |
$14.8K - $18.6K
|
2.72K
$989K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
81+ 1.0% |
$14.8K - $18.6K
|
8.21K
$2.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
80+ 5.79% |
$14.6K - $18.4K
|
1.46K
$532K
|