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 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
122+ 5.68% |
$21.8K - $28.7K
|
2.27K
$826K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
121+ 5.69% |
$21.6K - $28.4K
|
2.25K
$818K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
120+ 8.29% |
$21.4K - $28.2K
|
1.57K
$570K
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
120+ 0.21% |
$21.4K - $28.2K
|
56K
$20.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
120+ 2.58% |
$21.4K - $28.2K
|
4.77K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
120+ 3.93% |
$21.4K - $28.2K
|
3.17K
$1.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
120+ 1.08% |
$21.4K - $28.2K
|
11.3K
$4.09M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
119+ 6.51% |
$21.3K - $28K
|
1.95K
$708K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
118+ 6.02% |
$21.1K - $27.7K
|
2.08K
$756K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
117+ 9.97% |
$20.9K - $27.5K
|
1.29K
$470K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
117New |
$20.9K - $27.5K
|
117
$42.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
115+ 10.92% |
$20.5K - $27K
|
1.17K
$425K
|
|
|
Aug 04, 2022
Q2 2022
|
Quilter PLC
|
BUY
|
- |
115+ 0.25% |
$20.5K - $27K
|
47K
$17.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
113+ 7.42% |
$20.2K - $26.6K
|
1.64K
$595K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
113+ 289.74% |
$20.2K - $26.6K
|
152
$55.3K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
112+ 1.23% |
$20K - $26.3K
|
9.23K
$3.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
112+ 1.31% |
$20K - $26.3K
|
8.67K
$3.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
111+ 6.32% |
$19.8K - $26.1K
|
1.87K
$679K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
110+ 5.95% |
$19.7K - $25.9K
|
1.96K
$713K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
110+ 13.27% |
$19.7K - $25.9K
|
939
$342K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
110+ 3.81% |
$19.7K - $25.9K
|
3K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 1.3% |
$19.7K - $25.9K
|
8.59K
$3.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
109+ 4.08% |
$19.5K - $25.6K
|
2.78K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
107+ 1.28% |
$19.1K - $25.2K
|
8.5K
$3.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
105+ 10.25% |
$18.8K - $24.7K
|
1.13K
$411K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
104+ 6.48% |
$18.6K - $24.4K
|
1.71K
$622K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
103+ 1.74% |
$18.4K - $24.2K
|
6.02K
$2.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
103+ 2.35% |
$18.4K - $24.2K
|
4.48K
$1.63M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102+ 0.79% |
$18.2K - $24K
|
13K
$4.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
101+ 3.19% |
$18K - $23.7K
|
3.27K
$1.19M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
100+ 6.39% |
$17.9K - $23.5K
|
1.67K
$606K
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
100+ 4.98% |
$17.9K - $23.5K
|
2.11K
$767K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
100+ 7.29% |
$17.9K - $23.5K
|
1.47K
$535K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 4.7% |
$17.9K - $23.5K
|
2.23K
$810K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
100+ 8.5% |
$17.9K - $23.5K
|
1.28K
$465K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
BUY
|
- |
100+ 7.09% |
$17.9K - $23.5K
|
1.51K
$549K
|
|
|
Aug 09, 2022
Q2 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
100+ 6.35% |
$17.9K - $23.5K
|
1.68K
$610K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 5.3% |
$17.9K - $23.5K
|
1.99K
$723K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
99+ 6.77% |
$17.7K - $23.3K
|
1.56K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
98+ 1.26% |
$17.5K - $23K
|
7.88K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
98+ 6.83% |
$17.5K - $23K
|
1.53K
$558K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
98+ 0.39% |
$17.5K - $23K
|
25.4K
$9.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
97+ 1.15% |
$17.3K - $22.8K
|
8.53K
$3.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
96+ 1.11% |
$17.2K - $22.6K
|
8.77K
$3.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
96+ 2.5% |
$17.2K - $22.6K
|
3.94K
$1.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
95+ 37.55% |
$17K - $22.3K
|
348
$127K
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
94+ 0.47% |
$16.8K - $22.1K
|
20.1K
$7.32M
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
93+ 0.53% |
$16.6K - $21.9K
|
17.5K
$6.36M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
93New |
$16.6K - $21.9K
|
93
$33.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90+ 3.21% |
$16.1K - $21.2K
|
2.89K
$1.05M
|