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 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
178+ 10.25% |
$33.6K - $38.1K
|
1.91K
$696K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
175+ 10.47% |
$33.1K - $37.5K
|
1.85K
$672K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
175+ 2.88% |
$33.1K - $37.5K
|
6.25K
$2.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
175+ 1.63% |
$33.1K - $37.5K
|
10.9K
$3.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
174+ 4.08% |
$32.9K - $37.3K
|
4.44K
$1.61M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
173+ 1.91% |
$32.7K - $37.1K
|
9.25K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
171+ 5.66% |
$32.3K - $36.6K
|
3.19K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
169+ 9.95% |
$31.9K - $36.2K
|
1.87K
$679K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
169+ 2.21% |
$31.9K - $36.2K
|
7.83K
$2.85M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
168+ 9.81% |
$31.7K - $36K
|
1.88K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
168+ 2.5% |
$31.7K - $36K
|
6.89K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
167+ 3.11% |
$31.6K - $35.8K
|
5.53K
$2.01M
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
165+ 6.9% |
$31.2K - $35.4K
|
2.56K
$930K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
164+ 4.82% |
$31K - $35.1K
|
3.57K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
160+ 1.93% |
$30.2K - $34.3K
|
8.43K
$3.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
160+ 5.82% |
$30.2K - $34.3K
|
2.91K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
160+ 0.18% |
$30.2K - $34.3K
|
90.4K
$32.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
159+ 0.83% |
$30K - $34.1K
|
19.4K
$7.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
156+ 0.06% |
$29.5K - $33.4K
|
280K
$102M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
152New |
$28.7K - $32.6K
|
152
$55.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
151+ 9.86% |
$28.5K - $32.4K
|
1.68K
$612K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
151New |
$28.5K - $32.4K
|
151
$54.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
BUY
|
- |
150+ 3.36% |
$28.3K - $32.1K
|
4.62K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
150+ 92.02% |
$28.3K - $32.1K
|
313
$114K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
150+ 10.56% |
$28.3K - $32.1K
|
1.57K
$571K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
148+ 3.58% |
$28K - $31.7K
|
4.28K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
144+ 2.08% |
$27.2K - $30.9K
|
7.08K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
143+ 0.96% |
$27K - $30.6K
|
15K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
142+ 1.32% |
$26.8K - $30.4K
|
10.9K
$3.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
140+ 3.49% |
$26.5K - $30K
|
4.16K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
139+ 0.5% |
$26.3K - $29.8K
|
28.2K
$10.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
134+ 5.84% |
$25.3K - $28.7K
|
2.43K
$883K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
132+ 3.22% |
$24.9K - $28.3K
|
4.23K
$1.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
130+ 0.58% |
$24.6K - $27.9K
|
22.4K
$8.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
130+ 3.63% |
$24.6K - $27.9K
|
3.71K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
130+ 0.5% |
$24.6K - $27.9K
|
26.2K
$9.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
130+ 0.73% |
$24.6K - $27.9K
|
18K
$6.55M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
129+ 0.89% |
$24.4K - $27.6K
|
14.6K
$5.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
127+ 2.61% |
$24K - $27.2K
|
4.99K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
127+ 0.19% |
$24K - $27.2K
|
66.8K
$24.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
126+ 0.84% |
$23.8K - $27K
|
15.1K
$5.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
125+ 7.84% |
$23.6K - $26.8K
|
1.72K
$626K
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
123+ 0.6% |
$23.2K - $26.4K
|
20.7K
$7.55M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
122+ 6.95% |
$23.1K - $26.1K
|
1.88K
$683K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
122+ 3.77% |
$23.1K - $26.1K
|
3.36K
$1.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
121+ 7.49% |
$22.9K - $25.9K
|
1.74K
$632K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
120+ 1.44% |
$22.7K - $25.7K
|
8.44K
$3.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
118+ 2.01% |
$22.3K - $25.3K
|
5.99K
$2.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
117New |
$22.1K - $25.1K
|
117
$42.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
115+ 5.9% |
$21.7K - $24.6K
|
2.07K
$751K
|