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 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.01K+ 38.06% |
$180K - $237K
|
3.66K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 33.33% |
$179K - $235K
|
4K
$1.46M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
994+ 12.54% |
$178K - $234K
|
8.92K
$3.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
985+ 6.13% |
$176K - $232K
|
17K
$6.2M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
978+ 91.92% |
$175K - $230K
|
2.04K
$743K
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
960+ 73.85% |
$172K - $226K
|
2.26K
$822K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
942+ 6.84% |
$168K - $221K
|
14.7K
$5.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
920+ 85.98% |
$164K - $216K
|
1.99K
$724K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
910+ 43.77% |
$163K - $214K
|
2.99K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
901+ 27.26% |
$161K - $212K
|
4.21K
$1.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
900+ 29.21% |
$161K - $212K
|
3.98K
$1.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
890+ 2.2% |
$159K - $209K
|
41.4K
$15.1M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
885+ 4.2% |
$158K - $208K
|
22K
$7.99M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
877+ 85.31% |
$157K - $206K
|
1.91K
$693K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
870+ 1.61% |
$155K - $205K
|
54.8K
$19.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
864+ 3.89% |
$154K - $203K
|
23.1K
$8.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
851+ 8.96% |
$152K - $200K
|
10.4K
$3.77M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
848+ 1.83% |
$152K - $199K
|
47.3K
$17.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
848+ 11.39% |
$152K - $199K
|
8.29K
$3.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
829+ 77.99% |
$148K - $195K
|
1.89K
$688K
|
|
|
Jul 29, 2022
Q2 2022
|
Af Advisors, Inc.
|
BUY
|
- |
820+ 44.09% |
$147K - $193K
|
2.68K
$975K
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
815+ 17.06% |
$146K - $192K
|
5.59K
$2.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
814+ 21.51% |
$145K - $191K
|
4.6K
$1.67M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
809+ 3.13% |
$145K - $190K
|
26.7K
$9.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
808+ 6.75% |
$144K - $190K
|
12.8K
$4.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
801+ 3.83% |
$143K - $188K
|
21.7K
$7.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
800New |
$143K - $188K
|
800
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
797+ 1.29% |
$142K - $187K
|
62.8K
$22.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
795+ 26.73% |
$142K - $187K
|
3.77K
$1.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
791+ 4.68% |
$141K - $186K
|
17.7K
$6.44M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
791New |
$141K - $186K
|
791
$288K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
786+ 4.19% |
$140K - $185K
|
19.5K
$7.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
773+ 33.58% |
$138K - $182K
|
3.08K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
770+ 5.0% |
$138K - $181K
|
16.2K
$5.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
769+ 2.97% |
$137K - $181K
|
26.6K
$9.69M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
750+ 36.66% |
$134K - $176K
|
2.8K
$1.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
739+ 2.35% |
$132K - $174K
|
32.2K
$11.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
735+ 7.31% |
$131K - $173K
|
10.8K
$3.93M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
730+ 10.93% |
$130K - $172K
|
7.41K
$2.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
730+ 32.16% |
$130K - $172K
|
3K
$1.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
724New |
$129K - $170K
|
724
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
720+ 4.41% |
$129K - $169K
|
17.1K
$6.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
715+ 2.53% |
$128K - $168K
|
29K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
714+ 37.8% |
$128K - $168K
|
2.6K
$947K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
708+ 0.98% |
$126K - $166K
|
72.8K
$26.5M
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
696+ 3.5% |
$124K - $164K
|
20.6K
$7.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
695+ 2.87% |
$124K - $163K
|
24.9K
$9.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
690+ 11.68% |
$123K - $162K
|
6.6K
$2.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
688+ 76.19% |
$123K - $162K
|
1.59K
$579K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
688+ 1.77% |
$123K - $162K
|
39.6K
$14.4M
|