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 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9+ 0.03% |
$1.65K - $2.07K
|
25.8K
$9.41M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9+ 0.86% |
$1.65K - $2.07K
|
1.06K
$385K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 8.57% |
$1.65K - $2.07K
|
114
$41.5K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9+ 2.6% |
$1.65K - $2.07K
|
355
$129K
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9+ 0.22% |
$1.65K - $2.07K
|
4.19K
$1.52M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.39% |
$1.46K - $1.84K
|
2.07K
$753K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.17% |
$1.46K - $1.84K
|
4.76K
$1.73M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8+ 0.34% |
$1.46K - $1.84K
|
2.33K
$847K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
7+ 0.16% |
$1.28K - $1.61K
|
4.25K
$1.55M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
7+ 0.49% |
$1.28K - $1.61K
|
1.45K
$526K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7+ 0.69% |
$1.28K - $1.61K
|
1.02K
$370K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7+ 0.54% |
$1.28K - $1.61K
|
1.32K
$479K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.45% |
$1.28K - $1.61K
|
1.55K
$564K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
6+ 0.35% |
$1.1K - $1.38K
|
1.71K
$621K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.1K - $1.38K
|
1.09K
$396K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6+ 0.07% |
$1.1K - $1.38K
|
8.84K
$3.22M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
5+ 0.06% |
$914 - $1.15K
|
8.99K
$3.27M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
5+ 0.18% |
$914 - $1.15K
|
2.86K
$1.04M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.73% |
$914 - $1.15K
|
688
$250K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.61% |
$914 - $1.15K
|
819
$298K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.5% |
$914 - $1.15K
|
1.02K
$369K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 1.37% |
$914 - $1.15K
|
369
$134K
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5+ 0.15% |
$914 - $1.15K
|
3.35K
$1.22M
|
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
5+ 0.45% |
$914 - $1.15K
|
1.11K
$405K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5+ 0.14% |
$914 - $1.15K
|
3.67K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.23% |
$914 - $1.15K
|
2.17K
$789K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.23% |
$914 - $1.15K
|
2.21K
$802K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 13.33% |
$731 - $919
|
34
$12.4K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.14% |
$731 - $919
|
2.81K
$1.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 1.25% |
$731 - $919
|
323
$118K
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4+ 0.28% |
$731 - $919
|
1.46K
$530K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.24% |
$731 - $919
|
1.68K
$612K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.47% |
$731 - $919
|
864
$314K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.07% |
$731 - $919
|
5.51K
$2M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.3% |
$548 - $690
|
1.01K
$366K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.09% |
$548 - $690
|
3.18K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3+ 0.28% |
$548 - $690
|
1.08K
$392K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3+ 1.0% |
$548 - $690
|
303
$110K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 1.14% |
$548 - $690
|
266
$96.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.93% |
$366 - $460
|
217
$79K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.41% |
$366 - $460
|
492
$179K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.46% |
$366 - $460
|
436
$159K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 1.0% |
$366 - $460
|
202
$73.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.17% |
$366 - $460
|
1.17K
$425K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.42% |
$366 - $460
|
478
$174K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.13% |
$366 - $460
|
1.56K
$566K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 1.42% |
$366 - $460
|
143
$52K
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$366 - $460
|
1.2K
$435K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.35% |
$366 - $460
|
573
$209K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.27% |
$366 - $460
|
734
$267K
|