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 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
240+ 4.75% |
$42.9K - $56.4K
|
5.29K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
235+ 1.12% |
$42K - $55.2K
|
21.3K
$7.74M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
227+ 20.54% |
$40.6K - $53.4K
|
1.33K
$485K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
227+ 3.27% |
$40.6K - $53.4K
|
7.17K
$2.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
227+ 50.9% |
$40.6K - $53.4K
|
673
$245K
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
BUY
|
- |
226+ 1.1% |
$40.4K - $53.1K
|
20.8K
$7.57M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
225+ 5.35% |
$40.2K - $52.9K
|
4.43K
$1.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
224+ 3.03% |
$40K - $52.7K
|
7.61K
$2.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
223+ 10.05% |
$39.8K - $52.4K
|
2.44K
$889K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
223New |
$39.8K - $52.4K
|
223
$81.1K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
222+ 2.2% |
$39.7K - $52.2K
|
10.3K
$3.75M
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
BUY
|
- |
220+ 4.36% |
$39.3K - $51.7K
|
5.26K
$1.92M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
220+ 47.72% |
$39.3K - $51.7K
|
681
$248K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
219+ 2.01% |
$39.1K - $51.5K
|
11.1K
$4.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
219+ 12.97% |
$39.1K - $51.5K
|
1.91K
$694K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
215+ 15.5% |
$38.4K - $50.5K
|
1.6K
$583K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
214+ 2.3% |
$38.2K - $50.3K
|
9.51K
$3.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
210+ 10.66% |
$37.5K - $49.4K
|
2.18K
$793K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
209+ 4.46% |
$37.3K - $49.1K
|
4.89K
$1.78M
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
209New |
$37.3K - $49.1K
|
209
$76.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
209+ 0.76% |
$37.3K - $49.1K
|
27.6K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
209+ 4.33% |
$37.3K - $49.1K
|
5.03K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
205+ 6.71% |
$36.6K - $48.2K
|
3.26K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
204+ 3.44% |
$36.4K - $48K
|
6.13K
$2.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
203+ 1.0% |
$36.3K - $47.7K
|
20.6K
$7.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
202+ 2.09% |
$36.1K - $47.5K
|
9.85K
$3.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
201+ 9.12% |
$35.9K - $47.3K
|
2.41K
$876K
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
200+ 0.23% |
$35.7K - $47K
|
87.6K
$31.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
200+ 18.4% |
$35.7K - $47K
|
1.29K
$468K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
199+ 1.26% |
$35.6K - $46.8K
|
16K
$5.81M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
199+ 1.29% |
$35.6K - $46.8K
|
15.6K
$5.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
192+ 20.38% |
$34.3K - $45.1K
|
1.13K
$413K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
192+ 1.28% |
$34.3K - $45.1K
|
15.2K
$5.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
191+ 10.49% |
$34.1K - $44.9K
|
2.01K
$732K
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
188+ 102.73% |
$33.6K - $44.2K
|
371
$135K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
188+ 11.68% |
$33.6K - $44.2K
|
1.8K
$654K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
187New |
$33.4K - $44K
|
187
$68K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
187+ 6.99% |
$33.4K - $44K
|
2.86K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
187+ 8.96% |
$33.4K - $44K
|
2.27K
$827K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
186+ 0.42% |
$33.2K - $43.7K
|
44K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
186+ 2.25% |
$33.2K - $43.7K
|
8.47K
$3.08M
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
185+ 14.21% |
$33.1K - $43.5K
|
1.49K
$541K
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
184+ 11.73% |
$32.9K - $43.3K
|
1.75K
$638K
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
184+ 3.29% |
$32.9K - $43.3K
|
5.79K
$2.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
184+ 1.79% |
$32.9K - $43.3K
|
10.5K
$3.81M
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
184+ 1.01% |
$32.9K - $43.3K
|
18.4K
$6.71M
|
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
182+ 5.52% |
$32.5K - $42.8K
|
3.48K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
181+ 13.37% |
$32.3K - $42.5K
|
1.54K
$559K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
179+ 55.59% |
$32K - $42.1K
|
501
$182K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
177+ 8.96% |
$31.6K - $41.6K
|
2.15K
$783K
|