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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.07KNew |
$183K - $260K
|
1.07K
$402K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.07KNew |
$183K - $260K
|
1.07K
$401K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.07KNew |
$183K - $260K
|
1.07K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.07K+ 1.37% |
$182K - $259K
|
78.6K
$29.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.06KNew |
$182K - $258K
|
1.06K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.06K+ 242.33% |
$181K - $257K
|
1.5K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.06KNew |
$181K - $257K
|
1.06K
$398K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.05KNew |
$180K - $256K
|
1.05K
$396K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.05KNew |
$180K - $256K
|
1.05K
$396K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.05K+ 41.05% |
$180K - $256K
|
3.61K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$395K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$395K
|
|
|
Feb 16, 2023
Q4 2022
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.04KNew |
$179K - $254K
|
1.04K
$392K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.04KNew |
$179K - $254K
|
1.04K
$392K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
1.04KNew |
$179K - $254K
|
1.04K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
1.04KNew |
$178K - $253K
|
1.04K
$392K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.04K+ 7.89% |
$178K - $253K
|
14.2K
$5.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
1.04KNew |
$178K - $253K
|
1.04K
$391K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 11.2% |
$178K - $253K
|
10.3K
$3.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$389K
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$389K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$388K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.03KNew |
$176K - $250K
|
1.03K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.02KNew |
$175K - $249K
|
1.02K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.02K+ 34.32% |
$175K - $249K
|
4K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 22.29% |
$175K - $248K
|
5.61K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.02KNew |
$175K - $248K
|
1.02K
$384K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.02KNew |
$175K - $248K
|
1.02K
$383K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.02K+ 5.22% |
$174K - $247K
|
20.5K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.02KNew |
$174K - $247K
|
1.02K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.02KNew |
$174K - $247K
|
1.02K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.02KNew |
$174K - $247K
|
1.02K
$381K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.01KNew |
$173K - $246K
|
1.01K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.01KNew |
$173K - $246K
|
1.01K
$380K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$173K - $245K
|
1.01K
$379K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
1.01KNew |
$172K - $245K
|
1.01K
$378K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.01KNew |
$172K - $244K
|
1.01K
$378K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1KNew |
$172K - $244K
|
1K
$377K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1KNew |
$172K - $244K
|
1K
$377K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1KNew |
$172K - $244K
|
1K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|