Purchases and Sales Made in Q4 2021 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
345+ 20.55% |
$65.2K - $73.9K
|
2.02K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
344+ 12.82% |
$65K - $73.7K
|
3.03K
$1.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
342+ 25.02% |
$64.6K - $73.3K
|
1.71K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
340+ 2.86% |
$64.2K - $72.8K
|
12.2K
$4.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
336+ 6.69% |
$63.5K - $72K
|
5.36K
$1.95M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
334+ 6.22% |
$63.1K - $71.6K
|
5.71K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
334+ 6.21% |
$63.1K - $71.6K
|
5.71K
$2.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
333+ 3.14% |
$62.9K - $71.3K
|
10.9K
$3.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
329+ 4.05% |
$62.2K - $70.5K
|
8.46K
$3.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
328+ 2.44% |
$62K - $70.3K
|
13.7K
$5M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
326+ 3.09% |
$61.6K - $69.8K
|
10.9K
$3.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
325+ 1.46% |
$61.4K - $69.6K
|
22.6K
$8.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
324+ 1.01% |
$61.2K - $69.4K
|
32.5K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
322+ 4.67% |
$60.8K - $69K
|
7.21K
$2.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
320+ 29.33% |
$60.5K - $68.6K
|
1.41K
$513K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
320+ 226.95% |
$60.5K - $68.6K
|
461
$168K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
315+ 4.26% |
$59.5K - $67.5K
|
7.71K
$2.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
315New |
$59.5K - $67.5K
|
315
$115K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
314+ 10.46% |
$59.3K - $67.3K
|
3.32K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 8.97% |
$59.3K - $67.3K
|
3.81K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
311+ 3.04% |
$58.8K - $66.6K
|
10.5K
$3.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
308+ 19.29% |
$58.2K - $66K
|
1.91K
$693K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
308+ 9.73% |
$58.2K - $66K
|
3.47K
$1.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
307+ 4.2% |
$58K - $65.8K
|
7.62K
$2.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
300+ 1.92% |
$56.7K - $64.3K
|
16K
$5.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
300+ 17.65% |
$56.7K - $64.3K
|
2K
$728K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
300+ 1500.0% |
$56.7K - $64.3K
|
320
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$56.7K - $64.3K
|
300
$109K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
297New |
$56.1K - $63.6K
|
297
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
297+ 0.84% |
$56.1K - $63.6K
|
35.6K
$12.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
296+ 0.94% |
$55.9K - $63.4K
|
31.7K
$11.5M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
294+ 1.51% |
$55.5K - $63K
|
19.7K
$7.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
294+ 30.53% |
$55.5K - $63K
|
1.26K
$457K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
292+ 2.45% |
$55.2K - $62.6K
|
12.2K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
289+ 16.54% |
$54.6K - $61.9K
|
2.04K
$741K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
287+ 1.09% |
$54.2K - $61.5K
|
26.7K
$9.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
285+ 22.48% |
$53.8K - $61.1K
|
1.55K
$565K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
284+ 7.64% |
$53.7K - $60.8K
|
4K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
275+ 21.65% |
$52K - $58.9K
|
1.55K
$562K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
275+ 5.5% |
$52K - $58.9K
|
5.27K
$1.92M
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
274+ 2.06% |
$51.8K - $58.7K
|
13.6K
$4.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
270+ 5.9% |
$51K - $57.8K
|
4.85K
$1.76M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
269New |
$50.8K - $57.6K
|
269
$97.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
269+ 6.02% |
$50.8K - $57.6K
|
4.74K
$1.73M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
269+ 4.47% |
$50.8K - $57.6K
|
6.29K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
264+ 10.88% |
$49.9K - $56.6K
|
2.69K
$979K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
264+ 2.06% |
$49.9K - $56.6K
|
13.1K
$4.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 7.1% |
$49.5K - $56.1K
|
3.95K
$1.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
261+ 0.43% |
$49.3K - $55.9K
|
61.4K
$22.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
259+ 13.65% |
$48.9K - $55.5K
|
2.16K
$785K
|