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 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.17% |
$2.5K - $3.29K
|
8.44K
$3.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
14+ 0.01% |
$2.5K - $3.29K
|
165K
$59.9M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
14+ 0.55% |
$2.5K - $3.29K
|
2.55K
$928K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
13+ 0.15% |
$2.32K - $3.06K
|
8.54K
$3.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
13+ 1.11% |
$2.32K - $3.06K
|
1.18K
$431K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.35% |
$2.32K - $3.06K
|
3.72K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
13+ 0.48% |
$2.32K - $3.06K
|
2.74K
$996K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13+ 1.01% |
$2.32K - $3.06K
|
1.3K
$471K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.13% |
$2.32K - $3.06K
|
9.65K
$3.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 4.92% |
$2.32K - $3.06K
|
277
$101K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.48% |
$2.32K - $3.06K
|
2.74K
$996K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.52% |
$2.14K - $2.82K
|
2.34K
$852K
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
11+ 0.55% |
$1.97K - $2.59K
|
2.02K
$735K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 0.74% |
$1.79K - $2.35K
|
1.36K
$496K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.55% |
$1.79K - $2.35K
|
1.81K
$659K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$1.79K - $2.35K
|
4.43K
$1.61M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
10+ 0.85% |
$1.79K - $2.35K
|
1.18K
$430K
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
10+ 0.56% |
$1.79K - $2.35K
|
1.81K
$658K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.49% |
$1.79K - $2.35K
|
2.04K
$743K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.79K - $2.35K
|
10
$3.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
9+ 0.57% |
$1.61K - $2.12K
|
1.59K
$578K
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.56% |
$1.61K - $2.12K
|
1.62K
$590K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$1.61K - $2.12K
|
9
$3.28K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 1.16% |
$1.61K - $2.12K
|
786
$286K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
8+ 0.54% |
$1.43K - $1.88K
|
1.49K
$543K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 10.13% |
$1.43K - $1.88K
|
87
$31.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.58% |
$1.43K - $1.88K
|
1.4K
$509K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8+ 0.19% |
$1.43K - $1.88K
|
4.19K
$1.53M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
7+ 0.5% |
$1.25K - $1.65K
|
1.41K
$513K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
7+ 0.12% |
$1.25K - $1.65K
|
5.96K
$2.17M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
7+ 0.48% |
$1.25K - $1.65K
|
1.45K
$528K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 1.39% |
$1.25K - $1.65K
|
512
$186K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.56% |
$1.25K - $1.65K
|
1.26K
$458K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7+ 8.86% |
$1.25K - $1.65K
|
86
$31.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7+ 233.33% |
$1.25K - $1.65K
|
10
$3.64K
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
6+ 0.24% |
$1.07K - $1.41K
|
2.5K
$910K
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.38% |
$1.07K - $1.41K
|
1.59K
$577K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6+ 0.11% |
$1.07K - $1.41K
|
5.41K
$1.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.13% |
$1.07K - $1.41K
|
4.77K
$1.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
6+ 0.44% |
$1.07K - $1.41K
|
1.36K
$493K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.07K - $1.41K
|
1.1K
$398K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.45% |
$1.07K - $1.41K
|
1.34K
$488K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.39% |
$1.07K - $1.41K
|
1.56K
$567K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.7% |
$893 - $1.18K
|
715
$260K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
5+ 0.35% |
$893 - $1.18K
|
1.42K
$515K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.23% |
$893 - $1.18K
|
2.17K
$791K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.24% |
$893 - $1.18K
|
2.06K
$750K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$715 - $940
|
1.59K
$578K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.02% |
$715 - $940
|
26.3K
$9.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4+ 0.38% |
$715 - $940
|
1.06K
$386K
|