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 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.33K+ 152.19% |
$416K - $548K
|
3.86K
$1.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31K+ 34.15% |
$413K - $544K
|
9.09K
$3.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.26K+ 14.13% |
$403K - $530K
|
18.2K
$6.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24K+ 4.99% |
$401K - $527K
|
47.1K
$17.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.23K+ 199.02% |
$399K - $524K
|
3.35K
$1.22M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.22K+ 1.38% |
$396K - $521K
|
163K
$59.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.21K+ 151.82% |
$394K - $519K
|
3.66K
$1.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.13K+ 3.46% |
$381K - $501K
|
63.8K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.11K+ 1.86% |
$376K - $495K
|
115K
$42M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.09KNew |
$374K - $492K
|
2.09K
$762K
|
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.08K+ 1.08% |
$371K - $488K
|
194K
$70.7M
|
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.08K+ 1.08% |
$371K - $488K
|
194K
$70.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.07KNew |
$370K - $487K
|
2.07K
$754K
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.06K+ 10.42% |
$369K - $485K
|
21.9K
$7.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.03K+ 52.34% |
$363K - $478K
|
5.91K
$2.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.03K+ 4.03% |
$362K - $476K
|
52.2K
$19M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2K+ 60.53% |
$358K - $471K
|
5.31K
$1.93M
|
|
|
Aug 09, 2022
Q2 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
2K+ 2.63% |
$357K - $469K
|
77.9K
$28.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.98K+ 53.13% |
$353K - $465K
|
5.7K
$2.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.95K+ 39.65% |
$348K - $458K
|
6.86K
$2.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.94K+ 6.03% |
$346K - $455K
|
34K
$12.4M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.91K+ 5.69% |
$341K - $448K
|
35.4K
$12.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$340K - $447K
|
1.9K
$692K
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.9KNew |
$339K - $446K
|
1.9K
$690K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.88K+ 4.49% |
$336K - $441K
|
43.7K
$15.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.84K+ 1.87% |
$329K - $432K
|
100K
$36.5M
|
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.83KNew |
$327K - $430K
|
1.83K
$666K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.83K+ 7.86% |
$326K - $429K
|
25.1K
$9.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.8K+ 5.44% |
$321K - $422K
|
34.8K
$12.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
BUY
|
- |
1.8KNew |
$321K - $422K
|
1.8K
$653K
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
1.79KNew |
$319K - $420K
|
1.79K
$651K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.79K+ 6.41% |
$319K - $420K
|
29.7K
$10.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.78K+ 29.0% |
$318K - $418K
|
7.92K
$2.88M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.76K+ 9.53% |
$314K - $413K
|
20.2K
$7.35M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.74K+ 35.41% |
$310K - $408K
|
6.64K
$2.42M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 16.07% |
$309K - $406K
|
12.5K
$4.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.7K+ 22.14% |
$304K - $400K
|
9.4K
$3.42M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.7K+ 12.24% |
$304K - $400K
|
15.6K
$5.67M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.65K+ 39.9% |
$295K - $388K
|
5.79K
$2.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.65K+ 14.24% |
$295K - $388K
|
13.2K
$4.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$294K - $387K
|
1.65K
$600K
|
|
|
Jul 27, 2022
Q2 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.6K+ 31.01% |
$286K - $376K
|
6.76K
$2.46M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.54K+ 2.39% |
$275K - $362K
|
65.8K
$24M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.54KNew |
$275K - $361K
|
1.54K
$559K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 5.35% |
$273K - $359K
|
30.1K
$10.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.5K+ 35.75% |
$269K - $354K
|
5.71K
$2.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
BUY
|
- |
1.5K+ 7.67% |
$268K - $353K
|
21.1K
$7.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.48KNew |
$264K - $347K
|
1.48K
$537K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.46K+ 16.36% |
$261K - $343K
|
10.4K
$3.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$261K - $343K
|
1.46K
$531K
|