Purchases and Sales Made in Q3 2021 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
136New |
$25.8K - $30.1K
|
136
$49.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Kbc Group Nv
|
BUY
|
- |
135+ 0.16% |
$25.6K - $29.9K
|
83.8K
$30.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
132+ 118.92% |
$25.1K - $29.3K
|
243
$88.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
130+ 0.56% |
$24.7K - $28.8K
|
23.3K
$8.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
129+ 3.47% |
$24.5K - $28.6K
|
3.84K
$1.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
129+ 0.58% |
$24.5K - $28.6K
|
22.3K
$8.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
128+ 2.63% |
$24.3K - $28.4K
|
5K
$1.81M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
126+ 10.25% |
$23.9K - $27.9K
|
1.36K
$492K
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
126+ 11.88% |
$23.9K - $27.9K
|
1.19K
$431K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
125+ 11.27% |
$23.7K - $27.7K
|
1.23K
$448K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 0.8% |
$23.7K - $27.7K
|
15.7K
$5.68M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
125+ 3.13% |
$23.7K - $27.7K
|
4.12K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
125+ 1.08% |
$23.7K - $27.7K
|
11.7K
$4.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
125+ 8.33% |
$23.7K - $27.7K
|
1.63K
$590K
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
124+ 0.36% |
$23.5K - $27.5K
|
34.5K
$12.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
122+ 5.6% |
$23.2K - $27K
|
2.3K
$836K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
122+ 1.87% |
$23.2K - $27K
|
6.64K
$2.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
121+ 2.58% |
$23K - $26.8K
|
4.81K
$1.75M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
121+ 0.85% |
$23K - $26.8K
|
14.4K
$5.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
120+ 5.69% |
$22.8K - $26.6K
|
2.23K
$809K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
119+ 4.35% |
$22.6K - $26.4K
|
2.86K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
117+ 3.04% |
$22.2K - $25.9K
|
3.96K
$1.44M
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
115+ 3.36% |
$21.8K - $25.5K
|
3.54K
$1.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
114+ 33.14% |
$21.6K - $25.3K
|
458
$166K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
114+ 7.2% |
$21.6K - $25.3K
|
1.7K
$616K
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
112+ 1.48% |
$21.3K - $24.8K
|
7.66K
$2.78M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
112+ 4.45% |
$21.3K - $24.8K
|
2.63K
$954K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
111+ 7.93% |
$21.1K - $24.6K
|
1.51K
$548K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
109+ 3.04% |
$20.7K - $24.2K
|
3.69K
$1.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
109+ 4.13% |
$20.7K - $24.2K
|
2.75K
$999K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.54% |
$20.5K - $23.9K
|
20K
$7.27M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
108+ 3.53% |
$20.5K - $23.9K
|
3.17K
$1.15M
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
105+ 0.75% |
$19.9K - $23.3K
|
14.1K
$5.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
105+ 8.47% |
$19.9K - $23.3K
|
1.35K
$488K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
105+ 5.88% |
$19.9K - $23.3K
|
1.89K
$687K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
104+ 1.74% |
$19.7K - $23.1K
|
6.07K
$2.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
103+ 7.77% |
$19.6K - $22.8K
|
1.43K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
103+ 0.36% |
$19.6K - $22.8K
|
28.8K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
103+ 2.59% |
$19.6K - $22.8K
|
4.08K
$1.48M
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
103+ 1.34% |
$19.6K - $22.8K
|
7.8K
$2.83M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
102+ 0.58% |
$19.4K - $22.6K
|
17.8K
$6.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
102+ 0.52% |
$19.4K - $22.6K
|
19.6K
$7.1M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
101+ 7.28% |
$19.2K - $22.4K
|
1.49K
$540K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
100+ 4.37% |
$19K - $22.2K
|
2.39K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
100+ 6.25% |
$19K - $22.2K
|
1.7K
$617K
|
|
|
Nov 10, 2021
Q3 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
100+ 0.09% |
$19K - $22.2K
|
117K
$42.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 1.9% |
$19K - $22.2K
|
5.37K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 9.09% |
$19K - $22.2K
|
1.2K
$436K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
100+ 8.83% |
$19K - $22.2K
|
1.23K
$448K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
98+ 3.37% |
$18.6K - $21.7K
|
3K
$1.09M
|