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
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.5K+ 6.75% |
$4.11M - $5.17M
|
356K
$134M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 12.11% |
$4.1M - $5.16M
|
208K
$78.1M
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
21.8KNew |
$3.99M - $5.02M
|
21.8K
$8.2M
|
|
Jan 23, 2024
Q1 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
21.5KNew |
$3.93M - $4.94M
|
21.5K
$8.08M
|
|
May 16, 2022
Q1 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
20.3KNew |
$3.71M - $4.66M
|
20.3K
$7.62M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
19.4K+ 986.18% |
$3.55M - $4.46M
|
21.4K
$8.03M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 6.69% |
$3.53M - $4.44M
|
308K
$116M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2KNew |
$3.51M - $4.41M
|
19.2K
$7.21M
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
19.2KNew |
$3.5M - $4.4M
|
19.2K
$7.2M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.2K+ 19.61% |
$3.33M - $4.18M
|
111K
$41.7M
|
|
May 16, 2022
Q1 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
17.4K+ 839.33% |
$3.18M - $4M
|
19.5K
$7.31M
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.3K+ 13.84% |
$3.17M - $3.98M
|
142K
$53.5M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17KNew |
$3.11M - $3.92M
|
17K
$6.4M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8K+ 167.22% |
$3.07M - $3.86M
|
26.8K
$10.1M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.8K+ 1018.99% |
$3.07M - $3.86M
|
18.4K
$6.93M
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
BUY
|
- |
16.7KNew |
$3.05M - $3.83M
|
16.7K
$6.26M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.5K+ 2.9% |
$3.01M - $3.79M
|
585K
$220M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.1K+ 20.56% |
$2.95M - $3.71M
|
94.6K
$35.6M
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15.7K+ 10.29% |
$2.87M - $3.6M
|
168K
$63.2M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 37.06% |
$2.85M - $3.59M
|
57.7K
$21.7M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
15.1K+ 1582.55% |
$2.77M - $3.48M
|
16.1K
$6.05M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
15KNew |
$2.74M - $3.45M
|
15K
$5.64M
|
|
May 16, 2022
Q1 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
15KNew |
$2.74M - $3.45M
|
15K
$5.64M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
15KNew |
$2.74M - $3.44M
|
15K
$5.63M
|
|
May 13, 2022
Q1 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
14.6K+ 3.15% |
$2.66M - $3.35M
|
477K
$179M
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
14.4K+ 2.74% |
$2.64M - $3.32M
|
542K
$204M
|
|
Apr 19, 2022
Q1 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
14.4K+ 261.0% |
$2.62M - $3.3M
|
19.9K
$7.46M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.2K+ 4.92% |
$2.6M - $3.26M
|
303K
$114M
|
|
May 12, 2022
Q1 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
14KNew |
$2.56M - $3.22M
|
14K
$5.26M
|
|
Apr 29, 2022
Q1 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
13.7K+ 111.31% |
$2.5M - $3.14M
|
26K
$9.75M
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
13.4K+ 10.48% |
$2.45M - $3.08M
|
141K
$53.1M
|
|
Apr 13, 2022
Q1 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
13.3K+ 18.48% |
$2.42M - $3.05M
|
85K
$31.9M
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
13KNew |
$2.37M - $2.99M
|
13K
$4.88M
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
12.9K+ 124.11% |
$2.36M - $2.97M
|
23.3K
$8.76M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 98.46% |
$2.35M - $2.96M
|
25.9K
$9.74M
|
|
May 16, 2022
Q1 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
12K+ 8.04% |
$2.19M - $2.76M
|
161K
$60.6M
|
|
May 16, 2022
Q1 2022
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
12KNew |
$2.19M - $2.76M
|
12K
$4.51M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12K+ 36.32% |
$2.19M - $2.75M
|
44.9K
$16.9M
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.8KNew |
$2.16M - $2.72M
|
11.8K
$4.45M
|
|
Apr 20, 2022
Q1 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
11.8KNew |
$2.15M - $2.71M
|
11.8K
$4.43M
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
11.6KNew |
$2.12M - $2.66M
|
11.6K
$4.35M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
11.3K+ 5.7% |
$2.07M - $2.61M
|
210K
$79.1M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
11.3K+ 16.44% |
$2.07M - $2.6M
|
80K
$30.1M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.2K+ 22.11% |
$2.04M - $2.57M
|
61.6K
$23.2M
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
BUY
|
- |
10.9K+ 8.79% |
$2M - $2.51M
|
135K
$50.9M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.9K+ 993.33% |
$1.99M - $2.5M
|
12K
$4.49M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10.8KNew |
$1.97M - $2.47M
|
10.8K
$4.04M
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.7K+ 79.12% |
$1.95M - $2.46M
|
24.2K
$9.09M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
10.6K+ 70.82% |
$1.94M - $2.44M
|
25.6K
$9.61M
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.3K+ 210.2% |
$1.88M - $2.37M
|
15.2K
$5.71M
|