Purchases and Sales Made in Q3 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 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
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
301
New
$48.9K - $59.7K
301 $113K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
301
+ 4.91%
$48.9K - $59.7K
6.43K $2.41M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
300
+ 3.69%
$48.7K - $59.5K
8.43K $3.16M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
296
+ 3.44%
$48.1K - $58.7K
8.89K $3.33M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
294
+ 0.35%
$47.8K - $58.3K
85.4K $32M
Oct 11, 2022 Q3 2022
Columbia Trust CO 01012016

BUY
 -
293
+ 3.97%
$47.6K - $58.1K
7.67K $2.87M
Oct 03, 2022 Q3 2022
Wedmont Private Capital

BUY
 -
285
+ 9.88%
$46.3K - $56.5K
3.17K $1.19M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
284
+ 13.3%
$46.1K - $56.3K
2.42K $907K
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
284
+ 18.26%
$46.1K - $56.3K
1.84K $690K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
283
+ 3.11%
$46K - $56.1K
9.37K $3.51M
Oct 11, 2022 Q3 2022
Anderson Hoagland & CO

BUY
 -
280
+ 0.84%
$45.5K - $55.5K
33.6K $12.6M
Nov 10, 2022 Q3 2022
Bigelow Investment Advisors, LLC

BUY
 -
279
+ 20.95%
$45.3K - $55.3K
1.61K $604K
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
277
+ 11.58%
$45K - $54.9K
2.67K $1M
Nov 14, 2022 Q3 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
277
+ 19.49%
$45K - $54.9K
1.7K $637K
Nov 08, 2022 Q3 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
275
+ 22.88%
$44.7K - $54.5K
1.48K $554K
Nov 01, 2022 Q3 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
273
+ 18.5%
$44.3K - $54.1K
1.75K $656K
Oct 28, 2022 Q3 2022
Mitchell Capital Management CO

BUY
 -
272
+ 1.87%
$44.2K - $53.9K
14.8K $5.55M
Nov 09, 2022 Q3 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
272
+ 1.19%
$44.2K - $53.9K
23.1K $8.64M
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
271
+ 12.04%
$44K - $53.7K
2.52K $945K
Nov 14, 2022 Q3 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
270
+ 36.78%
$43.9K - $53.5K
1K $376K
Oct 27, 2022 Q3 2022
Osborne Partners Capital Management, LLC

BUY
 -
261
+ 3.72%
$42.4K - $51.7K
7.27K $2.73M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
259
+ 8.0%
$42.1K - $51.3K
3.5K $1.31M
Nov 09, 2022 Q3 2022
Westchester Capital Management, Inc.

Omaha, NE
BUY
 -
259
+ 0.33%
$42.1K - $51.3K
78.2K $29.3M
Oct 26, 2022 Q3 2022
Close Asset Management LTD

BUY
 -
255
+ 68.73%
$41.4K - $50.6K
626 $235K
Nov 04, 2022 Q3 2022
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
253
+ 20.0%
$41.1K - $50.2K
1.52K $569K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
253
+ 4.35%
$41.1K - $50.2K
6.07K $2.27M
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
250
+ 3.89%
$40.6K - $49.6K
6.67K $2.5M
Nov 08, 2022 Q3 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
250
+ 1.47%
$40.6K - $49.6K
17.3K $6.48M
Nov 15, 2022 Q3 2022
Penobscot Wealth Management

BUY
 -
247
+ 6.28%
$40.1K - $49K
4.18K $1.57M
Nov 23, 2022 Q3 2022
Gould Capital, LLC

BUY
 -
246
+ 1.76%
$40K - $48.8K
14.3K $5.35M
Nov 14, 2022 Q3 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
245
+ 6.82%
$39.8K - $48.6K
3.84K $1.44M
Oct 12, 2022 Q3 2022
Sawtooth Solutions, LLC

BUY
 -
243
+ 6.64%
$39.5K - $48.2K
3.9K $1.46M
Oct 24, 2022 Q3 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
238
+ 3.62%
$38.7K - $47.2K
6.81K $2.55M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
238
+ 9.0%
$38.7K - $47.2K
2.88K $1.08M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
238
+ 3.81%
$38.7K - $47.2K
6.48K $2.43M
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

BUY
 -
237
+ 1.17%
$38.5K - $47K
20.4K $7.66M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
236
+ 4.54%
$38.3K - $46.8K
5.43K $2.04M
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
234
New
$38K - $46.4K
234 $87.7K
Nov 15, 2022 Q3 2022
Tower View Investment Management & Research LLC

BUY
 -
233
+ 1.58%
$37.8K - $46.2K
15K $5.62M
Nov 23, 2022 Q3 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
232
+ 3.52%
$37.7K - $46K
6.83K $2.56M
Nov 14, 2022 Q3 2022
Clearbridge Investments, LLC

New York, NY
BUY
 -
230
+ 1.53%
$37.4K - $45.6K
15.2K $5.71M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
229
+ 2.58%
$37.2K - $45.4K
9.12K $3.42M
Oct 18, 2022 Q3 2022
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
227
+ 26.74%
$36.9K - $45K
1.08K $403K
Oct 21, 2022 Q3 2022
G&S Capital LLC

BUY
 -
225
+ 2.42%
$36.5K - $44.6K
9.54K $3.58M
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
224
+ 7.68%
$36.4K - $44.4K
3.14K $1.18M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
224
+ 1.18%
$36.4K - $44.4K
19.2K $7.2M
Nov 14, 2022 Q3 2022
Drexel Morgan & Co.

Radnor, PA
BUY
 -
224
+ 1.28%
$36.4K - $44.4K
17.7K $6.65M
Oct 21, 2022 Q3 2022
First National Bank Of Hutchinson

BUY
 -
216
+ 8.63%
$35.1K - $42.8K
2.72K $1.02M
Nov 03, 2022 Q3 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
214
+ 2.66%
$34.8K - $42.4K
8.25K $3.09M

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