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 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.84K+ 8.76% |
$1.4M - $1.84M
|
97.4K
$35.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.83K+ 215.12% |
$1.4M - $1.84M
|
11.5K
$4.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.79KNew |
$1.39M - $1.83M
|
7.79K
$2.83M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 1.91% |
$1.37M - $1.81M
|
410K
$149M
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.56K+ 66.27% |
$1.35M - $1.78M
|
19K
$6.9M
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
7.4K+ 5.42% |
$1.32M - $1.74M
|
144K
$52.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
7.32KNew |
$1.31M - $1.72M
|
7.32K
$2.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.08K+ 11.65% |
$1.27M - $1.67M
|
67.9K
$24.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.04K+ 81.72% |
$1.26M - $1.66M
|
15.7K
$5.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
6.81K+ 3.94% |
$1.22M - $1.6M
|
180K
$65.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.78KNew |
$1.21M - $1.59M
|
6.78K
$2.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.76K+ 19.32% |
$1.21M - $1.59M
|
41.7K
$15.2M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
6.74KNew |
$1.2M - $1.58M
|
6.74K
$2.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
6.72K+ 185.36% |
$1.2M - $1.58M
|
10.4K
$3.77M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
6.72K+ 22.62% |
$1.2M - $1.58M
|
36.4K
$13.3M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.49KNew |
$1.16M - $1.53M
|
6.49K
$2.36M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.4K+ 7.54% |
$1.14M - $1.5M
|
91.2K
$33.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
6.26KNew |
$1.12M - $1.47M
|
6.26K
$2.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
5.99KNew |
$1.07M - $1.41M
|
5.99K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.95K+ 8.76% |
$1.06M - $1.4M
|
73.8K
$26.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.94K+ 13.48% |
$1.06M - $1.4M
|
50K
$18.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5.9K+ 280.11% |
$1.05M - $1.39M
|
8.01K
$2.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.75KNew |
$1.03M - $1.35M
|
5.75K
$2.09M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.74K+ 1.61% |
$1.02M - $1.35M
|
361K
$131M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
5.72KNew |
$1.02M - $1.34M
|
5.72K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.67K+ 3.75% |
$1.01M - $1.33M
|
157K
$57M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
5.65K+ 53.79% |
$1.01M - $1.33M
|
16.2K
$5.88M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
5.54K+ 2.75% |
$990K - $1.3M
|
207K
$75.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.46KNew |
$976K - $1.28M
|
5.46K
$1.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.37K+ 117.34% |
$960K - $1.26M
|
9.95K
$3.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.31K+ 6.24% |
$948K - $1.25M
|
90.3K
$32.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.28K+ 7.29% |
$943K - $1.24M
|
77.7K
$28.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.11K+ 14.81% |
$912K - $1.2M
|
39.6K
$14.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.1K+ 15.42% |
$911K - $1.2M
|
38.1K
$13.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.05K+ 2.58% |
$901K - $1.19M
|
201K
$73M
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
5K+ 40.0% |
$893K - $1.18M
|
17.5K
$6.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.97K+ 124225.0% |
$888K - $1.17M
|
4.97K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.96K+ 16.63% |
$886K - $1.17M
|
34.8K
$12.7M
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.82K+ 62.03% |
$862K - $1.13M
|
12.6K
$4.58M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.75K+ 1793.21% |
$849K - $1.12M
|
5.02K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.71K+ 30.76% |
$841K - $1.11M
|
20K
$7.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
4.66KNew |
$832K - $1.1M
|
4.66K
$1.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.64K+ 15.29% |
$830K - $1.09M
|
35K
$12.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
4.57K+ 15.71% |
$817K - $1.08M
|
33.7K
$12.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
4.57K+ 97.33% |
$816K - $1.07M
|
9.26K
$3.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
4.5K+ 250.08% |
$804K - $1.06M
|
6.3K
$2.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.5K+ 11.5% |
$804K - $1.06M
|
43.6K
$15.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.49K+ 3.12% |
$802K - $1.06M
|
148K
$53.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.44K+ 28.43% |
$793K - $1.04M
|
20.1K
$7.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.42K+ 8.68% |
$790K - $1.04M
|
55.4K
$20.1M
|