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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
90+ 2.67% |
$16.1K - $21.2K
|
3.46K
$1.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
88+ 4.59% |
$15.7K - $20.7K
|
2.01K
$730K
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
88+ 0.49% |
$15.7K - $20.7K
|
17.9K
$6.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
87+ 6.78% |
$15.5K - $20.5K
|
1.37K
$499K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
84+ 0.95% |
$15K - $19.7K
|
8.9K
$3.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
84+ 0.88% |
$15K - $19.7K
|
9.61K
$3.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
83+ 2.49% |
$14.8K - $19.5K
|
3.42K
$1.24M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83+ 6.76% |
$14.8K - $19.5K
|
1.31K
$477K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
83+ 1.76% |
$14.8K - $19.5K
|
4.81K
$1.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
81+ 7.39% |
$14.5K - $19K
|
1.18K
$428K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
80+ 266.67% |
$14.3K - $18.8K
|
110
$40K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
78+ 1.1% |
$13.9K - $18.3K
|
7.16K
$2.61M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
76+ 2.73% |
$13.6K - $17.9K
|
2.86K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
75+ 1.1% |
$13.4K - $17.6K
|
6.87K
$2.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
75+ 0.66% |
$13.4K - $17.6K
|
11.5K
$4.19M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
75+ 5.4% |
$13.4K - $17.6K
|
1.46K
$533K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
74+ 0.86% |
$13.2K - $17.4K
|
8.71K
$3.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
74+ 6.16% |
$13.2K - $17.4K
|
1.28K
$464K
|
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
74+ 2.66% |
$13.2K - $17.4K
|
2.86K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
74+ 37.0% |
$13.2K - $17.4K
|
274
$99.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
73+ 51.05% |
$13K - $17.2K
|
216
$78.6K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
72+ 0.42% |
$12.9K - $16.9K
|
17.2K
$6.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
72+ 3.15% |
$12.9K - $16.9K
|
2.36K
$858K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
72+ 0.78% |
$12.9K - $16.9K
|
9.31K
$3.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
71+ 1.09% |
$12.7K - $16.7K
|
6.57K
$2.39M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
70+ 0.2% |
$12.5K - $16.5K
|
35.5K
$12.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
70+ 3.89% |
$12.5K - $16.5K
|
1.87K
$681K
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
70+ 1.0% |
$12.5K - $16.5K
|
7.07K
$2.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
68+ 3.45% |
$12.1K - $16K
|
2.04K
$743K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
67+ 3.36% |
$12K - $15.8K
|
2.06K
$750K
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
67+ 3.99% |
$12K - $15.8K
|
1.75K
$635K
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
67+ 4.33% |
$12K - $15.8K
|
1.62K
$588K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
67+ 1.12% |
$12K - $15.8K
|
6.05K
$2.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
66+ 0.55% |
$11.8K - $15.5K
|
12K
$4.36M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
65+ 5.6% |
$11.6K - $15.3K
|
1.23K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
65+ 0.71% |
$11.6K - $15.3K
|
9.25K
$3.37M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
64+ 3.89% |
$11.4K - $15K
|
1.71K
$623K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
64+ 0.55% |
$11.4K - $15K
|
11.6K
$4.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
64+ 0.67% |
$11.4K - $15K
|
9.66K
$3.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
63New |
$11.3K - $14.8K
|
63
$22.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
63+ 2.77% |
$11.3K - $14.8K
|
2.34K
$851K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
63+ 1.09% |
$11.3K - $14.8K
|
5.83K
$2.12M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
61+ 0.12% |
$10.9K - $14.3K
|
51.2K
$18.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
61+ 1.37% |
$10.9K - $14.3K
|
4.51K
$1.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
61New |
$10.9K - $14.3K
|
61
$22.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
61+ 0.3% |
$10.9K - $14.3K
|
20.1K
$7.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
60+ 2.85% |
$10.7K - $14.1K
|
2.17K
$789K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
60New |
$10.7K - $14.1K
|
60
$21.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 1.12% |
$10.7K - $14.1K
|
5.41K
$1.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
56+ 0.43% |
$10K - $13.2K
|
13.2K
$4.79M
|