Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
10.3K
New
$1.88M - $2.36M
10.3K $3.74M
May 11, 2022 Q1 2022
Glenview Trust CO

Louisville, KY
BUY
 -
10.2K
+ 7.2%
$1.86M - $2.33M
151K $55M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
10.1K
+ 7.57%
$1.85M - $2.32M
144K $52.3M
Jun 20, 2023 Q1 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
10.1K
+ 43.42%
$1.85M - $2.32M
33.4K $12.1M
Apr 22, 2022 Q1 2022
Guardian Investment Management

BUY
 -
10.1K
New
$1.84M - $2.31M
10.1K $3.66M
May 11, 2022 Q1 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
9.9K
+ 21.51%
$1.81M - $2.28M
55.9K $20.4M
May 03, 2022 Q1 2022
Bourgeon Capital Management LLC

BUY
 -
9.7K
+ 100.52%
$1.77M - $2.23M
19.4K $7.04M
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
BUY
 -
9.7K
+ 17.33%
$1.77M - $2.23M
65.6K $23.9M
Apr 14, 2022 Q1 2022
Mc Guire Investment Group, LLC

BUY
 -
9.67K
New
$1.77M - $2.22M
9.67K $3.52M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
9.52K
+ 94.92%
$1.74M - $2.19M
19.5K $7.11M
Feb 14, 2024 Q1 2022
Kbc Group Nv

BUY
 -
9.29K
+ 16.04%
$1.7M - $2.13M
67.2K $24.4M
May 13, 2022 Q1 2022
Uss Investment Management LTD

BUY
 -
9.26K
+ 7.31%
$1.69M - $2.13M
136K $49.5M
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

BUY
 -
9.21K
+ 2.86%
$1.68M - $2.12M
331K $121M
May 09, 2022 Q1 2022
Cx Institutional

BUY
 -
9.03K
+ 718.22%
$1.65M - $2.08M
10.3K $3.74M
May 16, 2022 Q1 2022
Appian Way Asset Management LP

New York, NY
BUY
 -
8.8K
New
$1.61M - $2.02M
8.8K $3.2M
May 18, 2022 Q1 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
8.78K
+ 89.27%
$1.6M - $2.02M
18.6K $6.77M
May 16, 2022 Q1 2022
Vestcor Inc

Fredericton, A3
BUY
 -
8.54K
+ 126.4%
$1.56M - $1.96M
15.3K $5.57M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
8.43K
+ 23.55%
$1.54M - $1.94M
44.2K $16.1M
Apr 11, 2022 Q1 2022
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
7.96K
+ 2.65%
$1.46M - $1.83M
309K $112M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
7.86K
+ 26.99%
$1.44M - $1.81M
37K $13.5M
Apr 28, 2022 Q1 2022
Townsquare Capital LLC

BUY
 -
7.69K
+ 61.02%
$1.41M - $1.77M
20.3K $7.38M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
7.67K
New
$1.4M - $1.76M
7.67K $2.79M
May 03, 2022 Q1 2022
Edge Capital Group, LLC

BUY
 -
7.56K
+ 15.97%
$1.38M - $1.74M
54.9K $20M
May 02, 2022 Q1 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
7.54K
+ 14.17%
$1.38M - $1.73M
60.7K $22.1M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
7.54K
+ 1.78%
$1.38M - $1.73M
431K $157M
May 26, 2022 Q1 2022
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
7.53K
New
$1.38M - $1.73M
7.53K $2.74M
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
7.5K
+ 12.15%
$1.37M - $1.72M
69.2K $25.2M
May 13, 2022 Q1 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
7.35K
+ 306.42%
$1.34M - $1.69M
9.75K $3.55M
May 05, 2022 Q1 2022
New York State Common Retirement Fund

BUY
 -
7.29K
+ 0.74%
$1.33M - $1.68M
993K $361M
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

BUY
 -
7.23K
+ 456.73%
$1.32M - $1.66M
8.81K $3.21M
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
7.08K
+ 4.6%
$1.29M - $1.63M
161K $58.5M
May 13, 2022 Q1 2022
Epoch Investment Partners, Inc.

New York, NY
BUY
 -
6.9K
New
$1.26M - $1.59M
6.9K $2.51M
May 16, 2022 Q1 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
6.85K
+ 3.29%
$1.25M - $1.58M
215K $78.3M
Feb 14, 2023 Q1 2022
Axa S.A.

Paris, I0
BUY
 -
6.74K
+ 3.63%
$1.23M - $1.55M
192K $69.9M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
6.62K
+ 25.55%
$1.21M - $1.52M
32.5K $11.8M
May 06, 2022 Q1 2022
Cibc Asset Management Inc

Toronto, A6
BUY
 -
6.59K
+ 11.98%
$1.2M - $1.51M
61.6K $22.4M
May 05, 2022 Q1 2022
Affinity Investment Advisors, LLC

BUY
 -
6.48K
New
$1.19M - $1.49M
6.48K $2.36M
May 16, 2022 Q1 2022
Hbk Investments L P

Dallas, TX
BUY
 -
6.39K
+ 146.31%
$1.17M - $1.47M
10.7K $3.91M
Apr 28, 2022 Q1 2022
Financial Counselors Inc

BUY
 -
6.36K
+ 3.53%
$1.16M - $1.46M
186K $67.8M
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
6.28K
+ 50.38%
$1.15M - $1.44M
18.8K $6.82M
May 12, 2022 Q1 2022
Beacon Investment Advisory Services, Inc.

BUY
 -
6.25K
+ 35.94%
$1.14M - $1.44M
23.6K $8.6M
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
6.09K
+ 33.04%
$1.11M - $1.4M
24.5K $8.92M
Apr 21, 2022 Q1 2022
Cullinan Associates Inc

BUY
 -
5.96K
+ 25.22%
$1.09M - $1.37M
29.6K $10.8M
May 11, 2022 Q1 2022
Nvwm, LLC

BUY
 -
5.96K
+ 993.17%
$1.09M - $1.37M
6.56K $2.39M
Apr 13, 2022 Q1 2022
Kempner Capital Management Inc.

BUY
 -
5.94K
+ 60.31%
$1.09M - $1.37M
15.8K $5.75M
May 09, 2022 Q1 2022
Duality Advisers, LP

Miami, FL
BUY
 -
5.81K
New
$1.06M - $1.34M
5.81K $2.11M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
5.73K
New
$1.05M - $1.32M
5.73K $2.09M
Apr 29, 2022 Q1 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
5.72K
+ 222.81%
$1.04M - $1.31M
8.28K $3.01M
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
5.65K
+ 32.07%
$1.03M - $1.3M
23.3K $8.46M

Track Institutional and Insider Activities on CAT

Follow CATERPILLAR INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CAT shares.

Notify only if

Insider Trading

Get notified when an Caterpillar Inc insider buys or sells CAT shares.

Notify only if

News

Receive news related to CATERPILLAR INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CAT