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 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
1.46KNew |
$261K - $343K
|
1.46K
$534K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.45K+ 69.56% |
$259K - $341K
|
3.54K
$1.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.43K+ 9.45% |
$255K - $336K
|
16.6K
$6.06M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.43KNew |
$255K - $336K
|
1.43K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.41KNew |
$252K - $331K
|
1.41K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.39KNew |
$248K - $326K
|
1.39K
$508K
|
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.38K+ 1.92% |
$247K - $325K
|
73.5K
$26.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.37K+ 9.91% |
$245K - $323K
|
15.2K
$5.57M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.37K+ 5.74% |
$245K - $323K
|
25.3K
$9.25M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.35K+ 63.42% |
$242K - $318K
|
3.49K
$1.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.35KNew |
$241K - $317K
|
1.35K
$494K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.34KNew |
$240K - $316K
|
1.34K
$492K
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$239K - $314K
|
1.34K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.33KNew |
$238K - $313K
|
1.33K
$487K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.33K+ 46.25% |
$238K - $313K
|
4.21K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.29KNew |
$231K - $303K
|
1.29K
$473K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.29KNew |
$230K - $303K
|
1.29K
$471K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.29K+ 1.72% |
$230K - $303K
|
76K
$27.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
1.27KNew |
$227K - $298K
|
1.27K
$464K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.26KNew |
$225K - $296K
|
1.26K
$462K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.25K+ 5.9% |
$223K - $293K
|
22.4K
$8.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.23K+ 34.04% |
$220K - $289K
|
4.85K
$1.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.23KNew |
$220K - $289K
|
1.23K
$450K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.23K+ 43.45% |
$219K - $289K
|
4.05K
$1.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21K+ 54.69% |
$216K - $284K
|
3.41K
$1.25M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.17K+ 2.34% |
$209K - $275K
|
51K
$18.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.17K+ 19.57% |
$208K - $274K
|
7.12K
$2.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.16K+ 12.14% |
$208K - $273K
|
10.7K
$3.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.15KNew |
$206K - $271K
|
1.15K
$422K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.15K+ 103.23% |
$206K - $271K
|
2.27K
$830K
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.15K+ 1.62% |
$205K - $270K
|
72.2K
$26.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.15K+ 5.16% |
$205K - $270K
|
23.4K
$8.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.14K+ 20.43% |
$204K - $268K
|
6.73K
$2.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
1.14KNew |
$203K - $267K
|
1.14K
$415K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
1.13KNew |
$201K - $265K
|
1.13K
$413K
|
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.12KNew |
$200K - $263K
|
1.12K
$410K
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.12K+ 26.55% |
$200K - $263K
|
5.33K
$1.95M
|
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.11K+ 2.39% |
$199K - $262K
|
47.7K
$17.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 17.11% |
$198K - $261K
|
7.59K
$2.78M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.11K+ 5.06% |
$197K - $260K
|
22.9K
$8.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09K+ 10.25% |
$195K - $257K
|
11.8K
$4.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 0.46% |
$193K - $254K
|
237K
$86.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
1.07K+ 9.06% |
$191K - $251K
|
12.8K
$4.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.06K+ 8.82% |
$190K - $249K
|
13.1K
$4.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 11.63% |
$188K - $248K
|
10.1K
$3.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.04K+ 21.13% |
$186K - $245K
|
5.98K
$2.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.04K+ 9.24% |
$185K - $244K
|
12.2K
$4.48M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.03K+ 4.34% |
$183K - $241K
|
24.7K
$9.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 20.93% |
$182K - $239K
|
5.87K
$2.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.01K+ 13.74% |
$181K - $238K
|
8.38K
$3.07M
|