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 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
995New |
$170K - $242K
|
995
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
994+ 1.05% |
$170K - $242K
|
95.9K
$36M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
992New |
$170K - $241K
|
992
$373K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
992New |
$170K - $241K
|
992
$373K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
991New |
$170K - $241K
|
991
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
989New |
$169K - $240K
|
989
$372K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
989New |
$169K - $240K
|
989
$372K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
988+ 4.9% |
$169K - $240K
|
21.2K
$7.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
988New |
$169K - $240K
|
988
$371K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
987New |
$169K - $240K
|
987
$371K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
985New |
$169K - $239K
|
985
$370K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
985+ 4.89% |
$169K - $239K
|
21.1K
$7.94M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
985New |
$169K - $239K
|
985
$370K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
984New |
$168K - $239K
|
984
$370K
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
981New |
$168K - $239K
|
981
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
980+ 4.64% |
$168K - $238K
|
22.1K
$8.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
975New |
$167K - $237K
|
975
$366K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
975New |
$167K - $237K
|
975
$366K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
972+ 10.68% |
$166K - $236K
|
10.1K
$3.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
970New |
$166K - $236K
|
970
$365K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
969New |
$166K - $236K
|
969
$364K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
966New |
$165K - $235K
|
966
$363K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
966+ 1.33% |
$165K - $235K
|
73.8K
$27.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
965New |
$165K - $235K
|
965
$363K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
963New |
$165K - $234K
|
963
$362K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
962New |
$165K - $234K
|
962
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
962+ 6.62% |
$165K - $234K
|
15.5K
$5.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
961+ 1.04% |
$165K - $234K
|
93.4K
$35.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
958New |
$164K - $233K
|
958
$360K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
958New |
$164K - $233K
|
958
$360K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
954+ 24.36% |
$163K - $232K
|
4.87K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
953New |
$163K - $232K
|
953
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
952+ 95.2% |
$163K - $231K
|
1.95K
$734K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
950New |
$163K - $231K
|
950
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
950New |
$163K - $231K
|
950
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
944New |
$162K - $230K
|
944
$355K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
942New |
$161K - $229K
|
942
$354K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
942+ 3.87% |
$161K - $229K
|
25.3K
$9.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
939New |
$161K - $228K
|
939
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
938New |
$161K - $228K
|
938
$353K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
933New |
$160K - $227K
|
933
$351K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
932New |
$160K - $227K
|
932
$350K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
931New |
$159K - $226K
|
931
$350K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
929New |
$159K - $226K
|
929
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
928New |
$159K - $226K
|
928
$349K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
928New |
$159K - $226K
|
928
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
925New |
$158K - $225K
|
925
$348K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
921New |
$158K - $224K
|
921
$346K
|