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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
838New |
$143K - $204K
|
838
$315K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
837New |
$143K - $204K
|
837
$315K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
836New |
$143K - $203K
|
836
$314K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
833+ 4.41% |
$143K - $203K
|
19.7K
$7.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
833+ 144.62% |
$143K - $203K
|
1.41K
$530K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
819+ 45.99% |
$140K - $199K
|
2.6K
$977K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
810+ 4.53% |
$139K - $197K
|
18.7K
$7.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
807+ 2.01% |
$138K - $196K
|
40.9K
$15.4M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
807+ 69.21% |
$138K - $196K
|
1.97K
$741K
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
800+ 64.26% |
$137K - $195K
|
2.05K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
795+ 8.71% |
$136K - $193K
|
9.93K
$3.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
793+ 46.37% |
$136K - $193K
|
2.5K
$941K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
792+ 1.17% |
$136K - $193K
|
68.7K
$25.8M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
789+ 61.5% |
$135K - $192K
|
2.07K
$779K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
782+ 9.05% |
$134K - $190K
|
9.43K
$3.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
774+ 29.43% |
$133K - $188K
|
3.4K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
771+ 37.76% |
$132K - $187K
|
2.81K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
768+ 2.83% |
$132K - $187K
|
27.9K
$10.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
757New |
$130K - $184K
|
757
$284K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
750+ 50.0% |
$128K - $182K
|
2.25K
$846K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
749+ 33.88% |
$128K - $182K
|
2.96K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
728+ 0.75% |
$125K - $177K
|
97.4K
$36.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
716+ 3.73% |
$123K - $174K
|
19.9K
$7.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
716+ 5.79% |
$123K - $174K
|
13.1K
$4.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
712+ 32.25% |
$122K - $173K
|
2.92K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
710+ 34.05% |
$122K - $173K
|
2.8K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
694+ 0.92% |
$119K - $169K
|
76K
$28.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
678+ 21.51% |
$116K - $165K
|
3.83K
$1.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
672+ 5.72% |
$115K - $163K
|
12.4K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
668+ 12.23% |
$114K - $162K
|
6.13K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
666+ 6.36% |
$114K - $162K
|
11.1K
$4.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
663New |
$114K - $161K
|
663
$249K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
652+ 10.35% |
$112K - $159K
|
6.95K
$2.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
645New |
$110K - $157K
|
645
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
635+ 1.37% |
$109K - $154K
|
47K
$17.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
635+ 16.37% |
$109K - $154K
|
4.52K
$1.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
633+ 8.8% |
$108K - $154K
|
7.83K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
632+ 18.47% |
$108K - $154K
|
4.05K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
632+ 1.26% |
$108K - $154K
|
50.6K
$19M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
614+ 0.51% |
$105K - $149K
|
121K
$45.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
601+ 38.5% |
$103K - $146K
|
2.16K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
601+ 22.56% |
$103K - $146K
|
3.27K
$1.23M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
599+ 1.57% |
$103K - $146K
|
38.7K
$14.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
596+ 86.88% |
$102K - $145K
|
1.28K
$482K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
596+ 3.78% |
$102K - $145K
|
16.4K
$6.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
595+ 2.0% |
$102K - $145K
|
30.3K
$11.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
592+ 3.38% |
$101K - $144K
|
18.1K
$6.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
582New |
$99.7K - $142K
|
582
$219K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
562+ 14.4% |
$96.2K - $137K
|
4.47K
$1.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
556+ 1.65% |
$95.2K - $135K
|
34.2K
$12.8M
|