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 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
30+ 0.84% |
$5.36K - $7.05K
|
3.61K
$1.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
30New |
$5.36K - $7.05K
|
30
$10.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
30+ 1.15% |
$5.36K - $7.05K
|
2.64K
$960K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 1.35% |
$5.18K - $6.82K
|
2.17K
$790K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
29+ 0.33% |
$5.18K - $6.82K
|
8.69K
$3.16M
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
29+ 0.89% |
$5.18K - $6.82K
|
3.3K
$1.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29New |
$5.18K - $6.82K
|
29
$10.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28+ 1.93% |
$5K - $6.58K
|
1.48K
$539K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
28+ 1.1% |
$5K - $6.58K
|
2.57K
$936K
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
28+ 0.76% |
$5K - $6.58K
|
3.7K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
28+ 2.24% |
$5K - $6.58K
|
1.28K
$465K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
27+ 0.06% |
$4.82K - $6.35K
|
44.9K
$16.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
26+ 1.97% |
$4.65K - $6.11K
|
1.35K
$490K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
26+ 0.27% |
$4.65K - $6.11K
|
9.71K
$3.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 10.16% |
$4.47K - $5.88K
|
271
$98.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 1.63% |
$4.47K - $5.88K
|
1.56K
$566K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
25+ 2.14% |
$4.47K - $5.88K
|
1.19K
$434K
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
25+ 0.35% |
$4.47K - $5.88K
|
7.24K
$2.64M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
25+ 0.64% |
$4.47K - $5.88K
|
3.96K
$1.44M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
24+ 1.27% |
$4.29K - $5.64K
|
1.92K
$698K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
24+ 7.43% |
$4.29K - $5.64K
|
347
$126K
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
24+ 1.34% |
$4.29K - $5.64K
|
1.82K
$661K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
24+ 1.54% |
$4.29K - $5.64K
|
1.59K
$577K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.46% |
$4.29K - $5.64K
|
1.67K
$607K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 0.6% |
$4.11K - $5.41K
|
3.87K
$1.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
23+ 2.64% |
$4.11K - $5.41K
|
895
$326K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22+ 1.2% |
$3.93K - $5.17K
|
1.86K
$676K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
21+ 1.3% |
$3.75K - $4.94K
|
1.63K
$594K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
21+ 0.21% |
$3.75K - $4.94K
|
10K
$3.65M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 0.51% |
$3.57K - $4.7K
|
3.96K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
20+ 0.47% |
$3.57K - $4.7K
|
4.27K
$1.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
19+ 0.54% |
$3.39K - $4.47K
|
3.56K
$1.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
19+ 0.4% |
$3.39K - $4.47K
|
4.82K
$1.75M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19+ 0.33% |
$3.39K - $4.47K
|
5.72K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
19+ 0.93% |
$3.39K - $4.47K
|
2.06K
$750K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19New |
$3.39K - $4.47K
|
19
$6.91K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
18+ 0.45% |
$3.22K - $4.23K
|
4.04K
$1.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
18+ 1.15% |
$3.22K - $4.23K
|
1.58K
$575K
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
18+ 0.69% |
$3.22K - $4.23K
|
2.62K
$954K
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
18+ 1.12% |
$3.22K - $4.23K
|
1.63K
$593K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
17+ 0.18% |
$3.04K - $4K
|
9.52K
$3.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
17+ 0.16% |
$3.04K - $4K
|
10.7K
$3.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
17+ 0.94% |
$3.04K - $4K
|
1.82K
$662K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17+ 0.91% |
$3.04K - $4K
|
1.89K
$687K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
17+ 0.26% |
$3.04K - $4K
|
6.58K
$2.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17+ 0.21% |
$3.04K - $4K
|
8.08K
$2.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
15+ 0.07% |
$2.68K - $3.53K
|
21.5K
$7.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
15+ 0.42% |
$2.68K - $3.53K
|
3.56K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
15+ 0.39% |
$2.68K - $3.53K
|
3.82K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.93% |
$2.68K - $3.53K
|
1.63K
$592K
|