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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
54+ 4.74% |
$9.87K - $12.4K
|
1.19K
$434K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
54+ 0.48% |
$9.87K - $12.4K
|
11.2K
$4.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
53+ 0.73% |
$9.69K - $12.2K
|
7.29K
$2.65M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
51+ 2.62% |
$9.32K - $11.7K
|
2K
$726K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
51+ 3.69% |
$9.32K - $11.7K
|
1.43K
$521K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
51+ 5.0% |
$9.32K - $11.7K
|
1.07K
$389K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
51+ 0.46% |
$9.32K - $11.7K
|
11.1K
$4.05M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 0.48% |
$9.32K - $11.7K
|
10.6K
$3.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
50+ 3.14% |
$9.14K - $11.5K
|
1.64K
$597K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 7.52% |
$9.14K - $11.5K
|
715
$260K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
50+ 2.0% |
$9.14K - $11.5K
|
2.54K
$926K
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
49+ 0.13% |
$8.96K - $11.3K
|
36.5K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
49+ 0.1% |
$8.96K - $11.3K
|
48.5K
$17.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
47+ 1.66% |
$8.59K - $10.8K
|
2.88K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
47+ 2.54% |
$8.59K - $10.8K
|
1.89K
$689K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
47+ 3.08% |
$8.59K - $10.8K
|
1.57K
$572K
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
47+ 3.85% |
$8.59K - $10.8K
|
1.27K
$461K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
46+ 1.49% |
$8.41K - $10.6K
|
3.12K
$1.14M
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
46+ 2.0% |
$8.41K - $10.6K
|
2.35K
$856K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
46+ 3.57% |
$8.41K - $10.6K
|
1.33K
$485K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 2.98% |
$8.04K - $10.1K
|
1.52K
$553K
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
44+ 1.75% |
$8.04K - $10.1K
|
2.56K
$930K
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
44+ 2.86% |
$8.04K - $10.1K
|
1.58K
$575K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
44+ 2.04% |
$8.04K - $10.1K
|
2.2K
$801K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
43+ 1.31% |
$7.86K - $9.88K
|
3.32K
$1.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
BUY
|
- |
41+ 0.76% |
$7.5K - $9.42K
|
5.42K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
41+ 15.02% |
$7.5K - $9.42K
|
314
$114K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
39+ 2.94% |
$7.13K - $8.96K
|
1.37K
$497K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
39+ 39.0% |
$7.13K - $8.96K
|
139
$50.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
38+ 2.02% |
$6.95K - $8.74K
|
1.92K
$698K
|
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
BUY
|
- |
38+ 1.0% |
$6.95K - $8.74K
|
3.84K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
BUY
|
- |
38+ 1.73% |
$6.95K - $8.74K
|
2.23K
$811K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
38+ 0.83% |
$6.95K - $8.74K
|
4.59K
$1.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
37+ 3.18% |
$6.76K - $8.51K
|
1.2K
$437K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
37+ 5.0% |
$6.76K - $8.51K
|
777
$283K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
36+ 0.76% |
$6.58K - $8.28K
|
4.76K
$1.73M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
35+ 0.73% |
$6.4K - $8.05K
|
4.85K
$1.76M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
35+ 0.55% |
$6.4K - $8.05K
|
6.45K
$2.35M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
35+ 4.41% |
$6.4K - $8.05K
|
829
$302K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 0.78% |
$6.03K - $7.59K
|
4.24K
$1.54M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
31+ 1.26% |
$5.67K - $7.13K
|
2.5K
$908K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
31+ 0.85% |
$5.67K - $7.13K
|
3.68K
$1.34M
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
30+ 0.3% |
$5.48K - $6.9K
|
10.1K
$3.67M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
30+ 6.21% |
$5.48K - $6.9K
|
513
$187K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30+ 0.11% |
$5.48K - $6.9K
|
27.7K
$10.1M
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
30New |
$5.48K - $6.9K
|
30
$10.9K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
30+ 0.22% |
$5.48K - $6.9K
|
13.8K
$5.04M
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
29+ 2.24% |
$5.3K - $6.67K
|
1.32K
$481K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
29New |
$5.3K - $6.67K
|
29
$10.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
28New |
$5.12K - $6.44K
|
28
$10.2K
|