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 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.01% |
$715 - $940
|
69.2K
$25.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.62% |
$715 - $940
|
654
$238K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 5.19% |
$715 - $940
|
81
$29.5K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.14% |
$715 - $940
|
2.78K
$1.01M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.25% |
$536 - $705
|
1.23K
$446K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
3+ 0.18% |
$536 - $705
|
1.66K
$603K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$536 - $705
|
2.93K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.11% |
$536 - $705
|
2.82K
$1.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$536 - $705
|
1.56K
$568K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$536 - $705
|
17.8K
$6.48M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.18% |
$536 - $705
|
1.69K
$614K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3+ 0.24% |
$536 - $705
|
1.26K
$457K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.41% |
$536 - $705
|
737
$268K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.35% |
$536 - $705
|
867
$315K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.07% |
$536 - $705
|
4.59K
$1.67M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 0.09% |
$536 - $705
|
3.52K
$1.28M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$357 - $470
|
1.54K
$561K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
2+ 0.05% |
$357 - $470
|
4.38K
$1.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.17% |
$357 - $470
|
1.17K
$426K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.42% |
$357 - $470
|
480
$175K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.16% |
$357 - $470
|
1.29K
$468K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$357 - $470
|
1.2K
$436K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.08% |
$357 - $470
|
2.41K
$875K
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$357 - $470
|
2.08K
$757K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.13% |
$357 - $470
|
1.55K
$564K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.13% |
$357 - $470
|
1.57K
$572K
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.1% |
$357 - $470
|
2.03K
$738K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2+ 0.11% |
$357 - $470
|
1.77K
$644K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.26% |
$357 - $470
|
785
$286K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2+ 0.18% |
$357 - $470
|
1.14K
$414K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.1% |
$357 - $470
|
2.09K
$760K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.46% |
$179 - $235
|
218
$79.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$179 - $235
|
1.78K
$647K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$179 - $235
|
493
$179K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$179 - $235
|
1.97K
$718K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.03% |
$179 - $235
|
3.81K
$1.39M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$179 - $235
|
3.63K
$1.32M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$179 - $235
|
1.17K
$424K
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$179 - $235
|
2.05K
$746K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$179 - $235
|
1.48K
$537K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$179 - $235
|
2.56K
$930K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$179 - $235
|
3.84K
$1.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.06% |
$179 - $235
|
1.6K
$583K
|
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
1+ 0.01% |
$179 - $235
|
7.46K
$2.71M
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$179 - $235
|
2.2K
$801K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
1+ 0.07% |
$179 - $235
|
1.41K
$514K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.17% |
$179 - $235
|
574
$209K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.04% |
$179 - $235
|
2.74K
$996K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$179 - $235
|
1.27K
$461K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1+ 0.07% |
$179 - $235
|
1.5K
$544K
|