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 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27+ 1.62% |
$4.94K - $6.21K
|
1.69K
$615K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
27+ 0.34% |
$4.94K - $6.21K
|
8.02K
$2.92M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
25+ 0.28% |
$4.57K - $5.75K
|
8.87K
$3.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
25+ 2.44% |
$4.57K - $5.75K
|
1.05K
$382K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 8.42% |
$4.57K - $5.75K
|
322
$117K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
BUY
|
- |
25+ 0.23% |
$4.57K - $5.75K
|
10.8K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25+ 0.19% |
$4.57K - $5.75K
|
13.2K
$4.82M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
25+ 1.32% |
$4.57K - $5.75K
|
1.91K
$696K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.24% |
$4.39K - $5.52K
|
1.1K
$399K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
24+ 0.68% |
$4.39K - $5.52K
|
3.58K
$1.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
24+ 0.43% |
$4.39K - $5.52K
|
5.64K
$2.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
22+ 0.34% |
$4.02K - $5.06K
|
6.52K
$2.37M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
22+ 0.46% |
$4.02K - $5.06K
|
4.79K
$1.74M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 0.71% |
$4.02K - $5.06K
|
3.13K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
22+ 1.59% |
$4.02K - $5.06K
|
1.4K
$511K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21+ 1.74% |
$3.84K - $4.83K
|
1.23K
$446K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
20+ 0.57% |
$3.66K - $4.6K
|
3.54K
$1.29M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 1.89% |
$3.66K - $4.6K
|
1.08K
$393K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
20+ 0.34% |
$3.66K - $4.6K
|
5.9K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
20+ 11.11% |
$3.66K - $4.6K
|
200
$72.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
19+ 0.38% |
$3.47K - $4.37K
|
5.01K
$1.82M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
18+ 1.23% |
$3.29K - $4.14K
|
1.48K
$537K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
18+ 1.31% |
$3.29K - $4.14K
|
1.39K
$507K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
18+ 1.18% |
$3.29K - $4.14K
|
1.54K
$560K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
16+ 1.18% |
$2.93K - $3.68K
|
1.37K
$499K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16+ 0.78% |
$2.93K - $3.68K
|
2.08K
$757K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
15+ 0.21% |
$2.74K - $3.45K
|
7.21K
$2.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
14+ 1.21% |
$2.56K - $3.22K
|
1.17K
$426K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14+ 0.67% |
$2.56K - $3.22K
|
2.12K
$770K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14+ 0.15% |
$2.56K - $3.22K
|
9.64K
$3.51M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 1.09% |
$2.56K - $3.22K
|
1.3K
$472K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
13+ 0.65% |
$2.38K - $2.99K
|
2.02K
$737K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13+ 0.84% |
$2.38K - $2.99K
|
1.56K
$567K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.1% |
$2.38K - $2.99K
|
1.2K
$435K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 8.55% |
$2.38K - $2.99K
|
165
$60K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13New |
$2.38K - $2.99K
|
13
$4.73K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.79% |
$2.19K - $2.76K
|
1.54K
$560K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
12+ 0.02% |
$2.19K - $2.76K
|
51.1K
$18.6M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12+ 0.97% |
$2.19K - $2.76K
|
1.25K
$455K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 0.75% |
$2.19K - $2.76K
|
1.61K
$584K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11+ 1.13% |
$2.01K - $2.53K
|
985
$358K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
11+ 0.62% |
$2.01K - $2.53K
|
1.8K
$655K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10+ 0.11% |
$1.83K - $2.3K
|
9.22K
$3.35M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.56% |
$1.83K - $2.3K
|
1.8K
$656K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10+ 0.55% |
$1.83K - $2.3K
|
1.84K
$668K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
10+ 1.25% |
$1.83K - $2.3K
|
809
$294K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.58% |
$1.83K - $2.3K
|
1.73K
$628K
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
9+ 0.57% |
$1.65K - $2.07K
|
1.58K
$575K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
9+ 0.08% |
$1.65K - $2.07K
|
10.9K
$3.95M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
9+ 0.51% |
$1.65K - $2.07K
|
1.76K
$642K
|