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 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
400New |
$68.5K - $97.3K
|
400
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
400+ 28.35% |
$68.5K - $97.3K
|
1.81K
$681K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
398+ 30.52% |
$68.1K - $96.8K
|
1.7K
$640K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
395+ 13.51% |
$67.6K - $96K
|
3.32K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
394+ 19.8% |
$67.5K - $95.8K
|
2.38K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
394New |
$67.5K - $95.8K
|
394
$148K
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
392+ 55.6% |
$67.1K - $95.3K
|
1.1K
$412K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
391New |
$67K - $95.1K
|
391
$147K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
390New |
$66.8K - $94.8K
|
390
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
390New |
$66.8K - $94.8K
|
390
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
386+ 5.15% |
$66.1K - $93.9K
|
7.88K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
385+ 1.17% |
$65.9K - $93.6K
|
33.4K
$12.6M
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
385+ 2.78% |
$65.9K - $93.6K
|
14.3K
$5.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
384+ 15.63% |
$65.8K - $93.4K
|
2.84K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
380+ 2.95% |
$65.1K - $92.4K
|
13.3K
$4.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
377+ 20.5% |
$64.6K - $91.7K
|
2.22K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
361+ 28.18% |
$61.8K - $87.8K
|
1.64K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
360+ 17.44% |
$61.6K - $87.5K
|
2.42K
$911K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
358New |
$61.3K - $87K
|
358
$135K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
358New |
$61.3K - $87K
|
358
$135K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
355+ 126.79% |
$60.8K - $86.3K
|
635
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
354+ 0.87% |
$60.6K - $86.1K
|
41.2K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
353+ 6.98% |
$60.4K - $85.8K
|
5.41K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
350+ 6.67% |
$59.9K - $85.1K
|
5.6K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
348+ 3.53% |
$59.6K - $84.6K
|
10.2K
$3.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
345+ 5.21% |
$59.1K - $83.9K
|
6.97K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
344New |
$58.9K - $83.6K
|
344
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
344New |
$58.9K - $83.6K
|
344
$129K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
343+ 9.46% |
$58.7K - $83.4K
|
3.97K
$1.49M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
340+ 2.23% |
$58.2K - $82.7K
|
15.6K
$5.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
336+ 23.66% |
$57.5K - $81.7K
|
1.76K
$660K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
335+ 1.51% |
$57.4K - $81.5K
|
22.6K
$8.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
329+ 19.64% |
$56.3K - $80K
|
2K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
324+ 24.92% |
$55.5K - $78.8K
|
1.62K
$610K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
322+ 3.12% |
$55.1K - $78.3K
|
10.6K
$4M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
319New |
$54.6K - $77.6K
|
319
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
314+ 2.92% |
$53.8K - $76.3K
|
11.1K
$4.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
314+ 0.41% |
$53.8K - $76.3K
|
77.3K
$29.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
313New |
$53.6K - $76.1K
|
313
$118K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
310+ 2.9% |
$53.1K - $75.4K
|
11K
$4.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
303+ 3.83% |
$51.9K - $73.7K
|
8.21K
$3.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
302+ 6.72% |
$51.7K - $73.4K
|
4.8K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
302+ 4.8% |
$51.7K - $73.4K
|
6.59K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
301+ 5.46% |
$51.5K - $73.2K
|
5.81K
$2.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
299+ 22.91% |
$51.2K - $72.7K
|
1.6K
$603K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 7.7% |
$50.9K - $72.2K
|
4.16K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
293+ 4.84% |
$50.2K - $71.2K
|
6.35K
$2.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292+ 8.97% |
$50K - $71K
|
3.55K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
289+ 13.59% |
$49.5K - $70.3K
|
2.42K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
288+ 1.49% |
$49.3K - $70K
|
19.6K
$7.36M
|