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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
175+ 11.27% |
$31.3K - $41.1K
|
1.73K
$629K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
175+ 12.95% |
$31.3K - $41.1K
|
1.53K
$555K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
174+ 0.22% |
$31.1K - $40.9K
|
77.5K
$28.2M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
173+ 24.06% |
$30.9K - $40.7K
|
892
$325K
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
173+ 9.09% |
$30.9K - $40.7K
|
2.08K
$756K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
169+ 4.41% |
$30.2K - $39.7K
|
4K
$1.46M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
169+ 15.79% |
$30.2K - $39.7K
|
1.24K
$451K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
167+ 1.54% |
$29.8K - $39.3K
|
11K
$4M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
166+ 4.88% |
$29.7K - $39K
|
3.57K
$1.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
166+ 3.9% |
$29.7K - $39K
|
4.42K
$1.61M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
166+ 0.6% |
$29.7K - $39K
|
28K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
165+ 0.58% |
$29.5K - $38.8K
|
28.8K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
165+ 13.12% |
$29.5K - $38.8K
|
1.42K
$518K
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
164+ 2.22% |
$29.3K - $38.6K
|
7.55K
$2.75M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
160+ 4.13% |
$28.6K - $37.6K
|
4.03K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
159+ 14.38% |
$28.4K - $37.4K
|
1.27K
$460K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
159+ 1.91% |
$28.4K - $37.4K
|
8.49K
$3.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
158+ 0.37% |
$28.2K - $37.1K
|
42.6K
$15.5M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
157+ 1.72% |
$28.1K - $36.9K
|
9.31K
$3.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
153+ 9.02% |
$27.3K - $36K
|
1.85K
$673K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
151+ 2.07% |
$27K - $35.5K
|
7.44K
$2.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
151+ 8.67% |
$27K - $35.5K
|
1.89K
$689K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
150+ 44.12% |
$26.8K - $35.3K
|
490
$178K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
150+ 0.34% |
$26.8K - $35.3K
|
43.9K
$16M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
150+ 15.15% |
$26.8K - $35.3K
|
1.14K
$415K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
150+ 1.29% |
$26.8K - $35.3K
|
11.8K
$4.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
149+ 4.05% |
$26.6K - $35K
|
3.83K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
148+ 1.46% |
$26.4K - $34.8K
|
10.3K
$3.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
147+ 3.75% |
$26.3K - $34.6K
|
4.07K
$1.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
145+ 8.32% |
$25.9K - $34.1K
|
1.89K
$687K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
144+ 3.87% |
$25.7K - $33.9K
|
3.87K
$1.41M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
144+ 3.87% |
$25.7K - $33.9K
|
3.87K
$1.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
143+ 1.38% |
$25.5K - $33.6K
|
10.5K
$3.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
142+ 0.63% |
$25.4K - $33.4K
|
22.8K
$8.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
141+ 0.74% |
$25.2K - $33.1K
|
19.1K
$6.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
141+ 1.09% |
$25.2K - $33.1K
|
13.1K
$4.76M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
140+ 9.58% |
$25K - $32.9K
|
1.6K
$583K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
140+ 2.1% |
$25K - $32.9K
|
6.81K
$2.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
139+ 2.8% |
$24.8K - $32.7K
|
5.11K
$1.86M
|
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
135+ 0.78% |
$24.1K - $31.7K
|
17.5K
$6.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
135+ 0.9% |
$24.1K - $31.7K
|
15.1K
$5.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
132+ 9.9% |
$23.6K - $31K
|
1.47K
$533K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
BUY
|
- |
130+ 0.78% |
$23.2K - $30.6K
|
16.8K
$6.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
127+ 6.74% |
$22.7K - $29.9K
|
2.01K
$732K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
126+ 9.04% |
$22.5K - $29.6K
|
1.52K
$553K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
125+ 1.78% |
$22.3K - $29.4K
|
7.14K
$2.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
125+ 1.01% |
$22.3K - $29.4K
|
12.6K
$4.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
125+ 4.97% |
$22.3K - $29.4K
|
2.64K
$961K
|
|
|
Aug 12, 2022
Q2 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
125+ 10.0% |
$22.3K - $29.4K
|
1.38K
$500K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
124+ 1.42% |
$22.2K - $29.1K
|
8.89K
$3.23M
|