Purchases and Sales Made in Q3 2022 in Caterpillar Inc (CAT)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.95K+ 2.17% |
$316K - $386K
|
91.5K
$34.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.91K+ 62.84% |
$310K - $378K
|
4.94K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.9KNew |
$309K - $377K
|
1.9K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.88KNew |
$306K - $373K
|
1.88K
$706K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.87KNew |
$303K - $370K
|
1.87K
$700K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.86KNew |
$301K - $368K
|
1.86K
$696K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.85K+ 3.04% |
$300K - $366K
|
62.4K
$23.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.81K+ 2.22% |
$294K - $358K
|
83.4K
$31.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.8K+ 176.47% |
$292K - $357K
|
2.82K
$1.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.78K+ 10.06% |
$289K - $353K
|
19.5K
$7.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78KNew |
$289K - $352K
|
1.78K
$667K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.78K+ 50.77% |
$289K - $352K
|
5.28K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.75K+ 10.22% |
$285K - $348K
|
18.9K
$7.09M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.74K+ 4.39% |
$282K - $345K
|
41.3K
$15.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.74K+ 1.92% |
$282K - $344K
|
92.1K
$34.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
1.73K+ 10.95% |
$281K - $343K
|
17.5K
$6.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.73K+ 4.42% |
$280K - $342K
|
40.7K
$15.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.72K+ 19.16% |
$279K - $340K
|
10.7K
$4M
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.7KNew |
$276K - $337K
|
1.7K
$637K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
1.69K+ 1.06% |
$274K - $335K
|
160K
$60.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.69K+ 1.14% |
$274K - $334K
|
150K
$56.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.68K+ 2.63% |
$272K - $332K
|
65.5K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.66K+ 116.65% |
$270K - $329K
|
3.08K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.65K+ 7.93% |
$268K - $327K
|
22.5K
$8.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.62K+ 11.47% |
$263K - $321K
|
15.7K
$5.89M
|
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
1.59K+ 3.61% |
$259K - $316K
|
45.8K
$17.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.59K+ 32.75% |
$259K - $316K
|
6.45K
$2.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.55KNew |
$252K - $308K
|
1.55K
$582K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.55K+ 3.53% |
$251K - $306K
|
45.3K
$17M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.54K+ 8.03% |
$249K - $304K
|
20.6K
$7.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Paradiem, LLC
|
BUY
|
- |
1.53K+ 6.89% |
$248K - $303K
|
23.7K
$8.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.5K+ 15.2% |
$244K - $297K
|
11.4K
$4.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$244K - $297K
|
1.5K
$562K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.5K+ 24.6% |
$244K - $297K
|
7.6K
$2.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.5KNew |
$243K - $297K
|
1.5K
$562K
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
BUY
|
- |
1.49K+ 4.99% |
$242K - $296K
|
31.4K
$11.8M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.49KNew |
$242K - $295K
|
1.49K
$559K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.48K+ 16.43% |
$240K - $293K
|
10.5K
$3.92M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.46K+ 2.02% |
$238K - $290K
|
73.7K
$27.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
1.45K+ 11.13% |
$236K - $288K
|
14.5K
$5.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.45KNew |
$235K - $287K
|
1.45K
$543K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.44KNew |
$233K - $284K
|
1.44K
$538K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.44K+ 121.61% |
$233K - $284K
|
2.62K
$981K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
1.43K+ 9.77% |
$232K - $284K
|
16.1K
$6.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.43K+ 7.31% |
$232K - $283K
|
21K
$7.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.43K+ 0.87% |
$231K - $283K
|
166K
$62.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.41K+ 6.79% |
$229K - $279K
|
22.1K
$8.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.4K+ 32.0% |
$228K - $278K
|
5.79K
$2.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.4KNew |
$227K - $278K
|
1.4K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.38KNew |
$225K - $274K
|
1.38K
$519K
|