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 |
|---|---|---|---|---|---|---|---|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.27KNew |
$415K - $522K
|
2.27K
$854K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
2.26K+ 8.4% |
$412K - $519K
|
29.1K
$10.9M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.24K+ 32.45% |
$410K - $516K
|
9.16K
$3.44M
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
2.24K+ 1.38% |
$410K - $515K
|
165K
$61.9M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
2.24KNew |
$409K - $514K
|
2.24K
$841K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.23KNew |
$407K - $512K
|
2.23K
$837K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.22K+ 25.65% |
$406K - $511K
|
10.9K
$4.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
2.22K+ 5.34% |
$406K - $510K
|
43.8K
$16.5M
|
|
|
May 10, 2022
Q1 2022
|
Mqs Management LLC
|
BUY
|
- |
2.22KNew |
$406K - $510K
|
2.22K
$834K
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.2K+ 96.83% |
$402K - $506K
|
4.47K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.18K+ 79.9% |
$399K - $502K
|
4.91K
$1.85M
|
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.16K+ 149.04% |
$396K - $497K
|
3.62K
$1.36M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.16K+ 41.2% |
$395K - $497K
|
7.41K
$2.79M
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.14K+ 12.52% |
$392K - $492K
|
19.3K
$7.23M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.12K+ 2.88% |
$388K - $488K
|
75.8K
$28.5M
|
|
|
May 16, 2022
Q1 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$387K - $487K
|
2.12K
$796K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.09KNew |
$383K - $481K
|
2.09K
$787K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.08K+ 4.36% |
$380K - $477K
|
49.7K
$18.7M
|
|
|
May 10, 2022
Q1 2022
|
Biechele Royce Advisors
|
BUY
|
- |
2.07K+ 9.26% |
$379K - $476K
|
24.4K
$9.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
2.05K+ 12.82% |
$375K - $472K
|
18.1K
$6.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.05K+ 127.84% |
$374K - $471K
|
3.65K
$1.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.03K+ 43.78% |
$372K - $468K
|
6.68K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.01KNew |
$367K - $462K
|
2.01K
$755K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2KNew |
$366K - $460K
|
2K
$752K
|
|
|
Apr 11, 2022
Q1 2022
|
Quaero Capital S.A.
|
BUY
|
- |
2KNew |
$366K - $460K
|
2K
$752K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$365K - $459K
|
2K
$750K
|
|
|
May 16, 2022
Q1 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.99K+ 60.3% |
$364K - $457K
|
5.29K
$1.99M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.99K+ 6.12% |
$363K - $457K
|
34.5K
$13M
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.97KNew |
$359K - $452K
|
1.97K
$738K
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.95KNew |
$357K - $448K
|
1.95K
$733K
|
|
|
May 13, 2022
Q1 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1.93KNew |
$352K - $443K
|
1.93K
$725K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.91K+ 54.53% |
$349K - $438K
|
5.4K
$2.03M
|
|
|
May 16, 2022
Q1 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.9KNew |
$347K - $437K
|
1.9K
$714K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.89K+ 2.73% |
$346K - $434K
|
71.1K
$26.7M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.89K+ 41.34% |
$345K - $434K
|
6.46K
$2.43M
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.89K+ 1.28% |
$345K - $434K
|
149K
$56.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 6.42% |
$344K - $432K
|
31.2K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.88K+ 17.83% |
$344K - $432K
|
12.4K
$4.67M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.87KNew |
$342K - $430K
|
1.87K
$703K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.87KNew |
$342K - $430K
|
1.87K
$703K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.87K+ 1.98% |
$342K - $429K
|
96.4K
$36.2M
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.84K+ 92.33% |
$337K - $424K
|
3.84K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.83K+ 11.74% |
$335K - $421K
|
17.4K
$6.56M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.82KNew |
$333K - $418K
|
1.82K
$684K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.77K+ 3.45% |
$323K - $407K
|
53K
$19.9M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.77K+ 94.9% |
$323K - $406K
|
3.63K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.77K+ 2.93% |
$323K - $406K
|
62K
$23.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
1.76K+ 74.79% |
$321K - $404K
|
4.1K
$1.54M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.76KNew |
$321K - $403K
|
1.76K
$660K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.74K+ 12.22% |
$318K - $400K
|
16K
$6M
|