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 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
55+ 1.76% |
$9.83K - $12.9K
|
3.18K
$1.16M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
54+ 0.9% |
$9.65K - $12.7K
|
6.03K
$2.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
54+ 4.52% |
$9.65K - $12.7K
|
1.25K
$455K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
54+ 168.75% |
$9.65K - $12.7K
|
86
$31.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
52+ 1.91% |
$9.29K - $12.2K
|
2.78K
$1.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
51+ 4.13% |
$9.11K - $12K
|
1.29K
$468K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51New |
$9.11K - $12K
|
51
$18.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51+ 2.62% |
$9.11K - $12K
|
2K
$726K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 1.97% |
$9.11K - $12K
|
2.64K
$962K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
50+ 0.8% |
$8.93K - $11.8K
|
6.31K
$2.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 13.33% |
$8.93K - $11.8K
|
425
$155K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
50+ 0.39% |
$8.93K - $11.8K
|
12.8K
$4.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
50+ 1.08% |
$8.93K - $11.8K
|
4.67K
$1.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
50+ 2.81% |
$8.93K - $11.8K
|
1.83K
$666K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
50+ 3.02% |
$8.93K - $11.8K
|
1.71K
$621K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.34% |
$8.93K - $11.8K
|
3.78K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.47% |
$8.93K - $11.8K
|
10.6K
$3.87M
|
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
50+ 0.34% |
$8.93K - $11.8K
|
14.9K
$5.42M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
49+ 4.59% |
$8.75K - $11.5K
|
1.12K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47+ 0.87% |
$8.4K - $11K
|
5.47K
$1.99M
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
46+ 3.16% |
$8.22K - $10.8K
|
1.5K
$547K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
45+ 0.45% |
$8.04K - $10.6K
|
10K
$3.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
44+ 0.61% |
$7.86K - $10.3K
|
7.25K
$2.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
43+ 22.05% |
$7.68K - $10.1K
|
238
$86.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
43+ 1.32% |
$7.68K - $10.1K
|
3.31K
$1.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.67% |
$7.68K - $10.1K
|
6.5K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
43+ 0.64% |
$7.68K - $10.1K
|
6.75K
$2.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43+ 1.58% |
$7.68K - $10.1K
|
2.76K
$1M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 5.03% |
$7.5K - $9.87K
|
877
$319K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
42+ 35.0% |
$7.5K - $9.87K
|
162
$59K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
40New |
$7.15K - $9.4K
|
40
$14.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
40+ 0.26% |
$7.15K - $9.4K
|
15.2K
$5.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
40+ 0.84% |
$7.15K - $9.4K
|
4.8K
$1.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.45% |
$7.15K - $9.4K
|
8.88K
$3.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
40+ 0.87% |
$7.15K - $9.4K
|
4.66K
$1.69M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
39+ 2.35% |
$6.97K - $9.17K
|
1.7K
$619K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$6.97K - $9.17K
|
39
$14.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 16.6% |
$6.97K - $9.17K
|
274
$99.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38+ 0.92% |
$6.79K - $8.93K
|
4.19K
$1.52M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
35+ 0.65% |
$6.25K - $8.23K
|
5.45K
$1.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
35+ 0.94% |
$6.25K - $8.23K
|
3.78K
$1.37M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34+ 0.18% |
$6.07K - $7.99K
|
19.4K
$7.06M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
34+ 0.63% |
$6.07K - $7.99K
|
5.44K
$1.98M
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
34+ 0.32% |
$6.07K - $7.99K
|
10.7K
$3.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$5.9K - $7.76K
|
33
$12K
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
33+ 0.57% |
$5.9K - $7.76K
|
5.82K
$2.12M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
32+ 1.76% |
$5.72K - $7.52K
|
1.85K
$673K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
32+ 0.58% |
$5.72K - $7.52K
|
5.53K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
32+ 2.0% |
$5.72K - $7.52K
|
1.63K
$593K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
31+ 0.32% |
$5.54K - $7.29K
|
9.7K
$3.53M
|