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 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.63K+ 102.23% |
$663K - $834K
|
7.17K
$2.99M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 7.87% |
$663K - $833K
|
49.7K
$20.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.61K+ 17.13% |
$659K - $829K
|
24.7K
$10.3M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.54K+ 233.95% |
$646K - $813K
|
5.05K
$2.11M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.54K+ 233.95% |
$646K - $813K
|
5.05K
$2.11M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.5K+ 126.67% |
$640K - $805K
|
6.26K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.44K+ 182.94% |
$629K - $791K
|
5.33K
$2.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.42K+ 28516.67% |
$626K - $787K
|
3.43K
$1.43M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.41K+ 15.75% |
$624K - $784K
|
25.1K
$10.5M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.37K+ 77.25% |
$615K - $774K
|
7.72K
$3.22M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.35KNew |
$612K - $769K
|
3.35K
$1.4M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
3.31K+ 490.96% |
$606K - $762K
|
3.99K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.25K+ 94.83% |
$593K - $746K
|
6.67K
$2.78M
|
|
|
May 09, 2022
Q1 2022
|
Tredje Ap Fonden
|
BUY
|
- |
3.2K+ 3.3% |
$585K - $736K
|
100K
$41.8M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.18KNew |
$582K - $732K
|
3.18K
$1.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.18K+ 3.89% |
$580K - $730K
|
84.8K
$35.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.12K+ 11.91% |
$571K - $717K
|
29.3K
$12.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$571K - $717K
|
3.12K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.1KNew |
$567K - $713K
|
3.1K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.09K+ 41.52% |
$564K - $709K
|
10.5K
$4.39M
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
BUY
|
- |
3.08K+ 17.61% |
$563K - $708K
|
20.6K
$8.58M
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.06K+ 7.69% |
$559K - $703K
|
42.8K
$17.9M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.05K+ 0.48% |
$558K - $701K
|
634K
$265M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.04K+ 66.43% |
$556K - $699K
|
7.62K
$3.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
3K+ 10.54% |
$548K - $689K
|
31.4K
$13.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.92K+ 27.8% |
$533K - $671K
|
13.4K
$5.59M
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.86K+ 3.97% |
$523K - $657K
|
74.9K
$31.3M
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.78KNew |
$507K - $638K
|
2.78K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.76KNew |
$504K - $634K
|
2.76K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.75KNew |
$502K - $631K
|
2.75K
$1.15M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.75K+ 7.03% |
$502K - $631K
|
41.8K
$17.5M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.72K+ 6.28% |
$497K - $625K
|
46K
$19.2M
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
2.71K+ 85.47% |
$496K - $623K
|
5.89K
$2.46M
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
2.7K+ 8.9% |
$493K - $620K
|
33K
$13.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.7K+ 97.96% |
$493K - $619K
|
5.45K
$2.27M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.63K+ 110.23% |
$481K - $605K
|
5.02K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.61KNew |
$477K - $599K
|
2.61K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.55K+ 0.3% |
$466K - $586K
|
846K
$353M
|
|
|
May 16, 2022
Q1 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.5KNew |
$456K - $574K
|
2.5K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.49K+ 153.11% |
$455K - $572K
|
4.11K
$1.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
2.46K+ 2.29% |
$449K - $565K
|
110K
$45.7M
|
|
|
May 10, 2022
Q1 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.43K+ 27.07% |
$444K - $558K
|
11.4K
$4.75M
|
|
|
Apr 11, 2022
Q1 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 6.35% |
$442K - $556K
|
40.5K
$16.9M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.42K+ 2.98% |
$442K - $555K
|
83.4K
$34.8M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.4K+ 85.38% |
$438K - $551K
|
5.2K
$2.17M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.38K+ 3.14% |
$435K - $547K
|
78.1K
$32.6M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.35K+ 5455.81% |
$429K - $539K
|
2.39K
$997K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.34K+ 24.16% |
$428K - $538K
|
12K
$5.02M
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.33KNew |
$426K - $536K
|
2.33K
$972K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.31K+ 2.62% |
$422K - $530K
|
90.4K
$37.7M
|