Purchases and Sales Made in Q2 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
453+ 15.73% |
$80.9K - $106K
|
3.33K
$1.21M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
448+ 32.25% |
$80K - $105K
|
1.84K
$668K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
446+ 1.7% |
$79.7K - $105K
|
26.6K
$9.69M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
443+ 1302.94% |
$79.2K - $104K
|
477
$174K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
440+ 7.05% |
$78.6K - $103K
|
6.68K
$2.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
439+ 14.49% |
$78.4K - $103K
|
3.47K
$1.26M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
434+ 17.71% |
$77.5K - $102K
|
2.89K
$1.05M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
427+ 3.35% |
$76.3K - $100K
|
13.2K
$4.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
421+ 3.05% |
$75.2K - $99K
|
14.2K
$5.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
421+ 2.08% |
$75.2K - $99K
|
20.7K
$7.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
420+ 4.82% |
$75K - $98.7K
|
9.14K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
419+ 8.16% |
$74.9K - $98.5K
|
5.55K
$2.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
419+ 2.87% |
$74.9K - $98.5K
|
15K
$5.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
418+ 32.28% |
$74.7K - $98.3K
|
1.71K
$623K
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
415+ 41.62% |
$74.1K - $97.6K
|
1.41K
$514K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
415+ 15.46% |
$74.1K - $97.6K
|
3.1K
$1.13M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
408+ 8.53% |
$72.9K - $95.9K
|
5.19K
$1.89M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
400New |
$71.5K - $94K
|
400
$146K
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
400+ 23.53% |
$71.5K - $94K
|
2.1K
$764K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
400+ 13.12% |
$71.5K - $94K
|
3.45K
$1.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
399+ 4.38% |
$71.3K - $93.8K
|
9.5K
$3.46M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
396+ 14.72% |
$70.8K - $93.1K
|
3.09K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
395+ 4.81% |
$70.6K - $92.9K
|
8.61K
$3.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
394+ 3.12% |
$70.4K - $92.6K
|
13K
$4.74M
|
|
|
Jul 12, 2022
Q2 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
393+ 2.87% |
$70.2K - $92.4K
|
14.1K
$5.13M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
393+ 20.99% |
$70.2K - $92.4K
|
2.27K
$824K
|
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
387+ 38.7% |
$69.1K - $91K
|
1.39K
$505K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
386New |
$69K - $90.7K
|
386
$140K
|
|
|
Aug 04, 2022
Q2 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
383+ 0.89% |
$68.4K - $90K
|
43.6K
$15.9M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
382New |
$68.3K - $89.8K
|
382
$139K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
380+ 2.36% |
$67.9K - $89.3K
|
16.5K
$6M
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
380+ 14.11% |
$67.9K - $89.3K
|
3.07K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
366+ 13.18% |
$65.4K - $86K
|
3.14K
$1.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
365+ 6.36% |
$65.2K - $85.8K
|
6.11K
$2.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
355+ 3.6% |
$63.4K - $83.5K
|
10.2K
$3.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
355+ 0.46% |
$63.4K - $83.5K
|
77.1K
$28.1M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
349+ 11.2% |
$62.4K - $82K
|
3.47K
$1.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
348New |
$62.2K - $81.8K
|
348
$127K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
348+ 10.38% |
$62.2K - $81.8K
|
3.7K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
345+ 10.01% |
$61.6K - $81.1K
|
3.79K
$1.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
344+ 19.49% |
$61.5K - $80.9K
|
2.11K
$767K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
340+ 1.23% |
$60.7K - $79.9K
|
28K
$10.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
340+ 1.77% |
$60.7K - $79.9K
|
19.6K
$7.13M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
339+ 0.98% |
$60.6K - $79.7K
|
34.8K
$12.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
338+ 2.33% |
$60.4K - $79.5K
|
14.9K
$5.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
335+ 203.03% |
$59.9K - $78.8K
|
500
$182K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
335+ 10.07% |
$59.9K - $78.8K
|
3.66K
$1.33M
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
335+ 4.47% |
$59.9K - $78.8K
|
7.82K
$2.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
334+ 16.23% |
$59.7K - $78.5K
|
2.39K
$870K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
326+ 14.63% |
$58.2K - $76.6K
|
2.56K
$930K
|