Purchases and Sales Made in Q4 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$200K - $284K
|
1.17K
$425K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.17KNew |
$200K - $284K
|
1.17K
$424K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.17KNew |
$199K - $283K
|
1.17K
$424K
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.16KNew |
$198K - $282K
|
1.16K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.16KNew |
$198K - $282K
|
1.16K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$197K - $280K
|
1.15K
$420K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
1.15K+ 0.18% |
$197K - $280K
|
627K
$228M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.15K+ 3.21% |
$197K - $280K
|
37K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.15K+ 125.6% |
$197K - $279K
|
2.06K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.15KNew |
$196K - $279K
|
1.15K
$417K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.15KNew |
$196K - $279K
|
1.15K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.15KNew |
$196K - $278K
|
1.15K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.14K+ 8.2% |
$196K - $278K
|
15.1K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.14KNew |
$195K - $277K
|
1.14K
$415K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.14KNew |
$195K - $277K
|
1.14K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.14K+ 2.02% |
$195K - $277K
|
57.4K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 29.67% |
$195K - $277K
|
4.97K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
1.14KNew |
$195K - $276K
|
1.14K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.14KNew |
$194K - $276K
|
1.14K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.13KNew |
$194K - $275K
|
1.13K
$412K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.13KNew |
$194K - $275K
|
1.13K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
1.13K+ 139.14% |
$193K - $274K
|
1.94K
$705K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$192K - $273K
|
1.12K
$408K
|
|
|
Jan 18, 2023
Q4 2022
|
Spring Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$192K - $272K
|
1.12K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.12KNew |
$192K - $272K
|
1.12K
$408K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
1.12KNew |
$191K - $272K
|
1.12K
$407K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.12KNew |
$191K - $272K
|
1.12K
$406K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.12K+ 31.31% |
$191K - $271K
|
4.68K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.11KNew |
$190K - $270K
|
1.11K
$404K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.11K+ 102.97% |
$190K - $269K
|
2.18K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.11KNew |
$190K - $269K
|
1.11K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.11KNew |
$190K - $269K
|
1.11K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.11KNew |
$189K - $269K
|
1.11K
$402K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.11KNew |
$189K - $269K
|
1.11K
$402K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$189K - $268K
|
1.1K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$188K - $267K
|
1.1K
$400K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.1KNew |
$188K - $267K
|
1.1K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.1KNew |
$188K - $267K
|
1.1K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.1KNew |
$188K - $267K
|
1.1K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.1KNew |
$188K - $266K
|
1.1K
$399K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
1.09KNew |
$187K - $265K
|
1.09K
$397K
|
|
|
Feb 02, 2023
Q4 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
1.09KNew |
$187K - $265K
|
1.09K
$397K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
1.09KNew |
$187K - $265K
|
1.09K
$397K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.09K+ 15.26% |
$186K - $264K
|
8.21K
$2.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.09KNew |
$186K - $264K
|
1.09K
$395K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.08KNew |
$185K - $263K
|
1.08K
$394K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$185K - $263K
|
1.08K
$393K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.08KNew |
$185K - $263K
|
1.08K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.08KNew |
$184K - $262K
|
1.08K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$184K - $261K
|
1.07K
$390K
|