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 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
287+ 19.81% |
$49.1K - $69.8K
|
1.74K
$652K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
286+ 2.18% |
$49K - $69.5K
|
13.4K
$5.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
281+ 2.65% |
$48.1K - $68.3K
|
10.9K
$4.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
281+ 4.63% |
$48.1K - $68.3K
|
6.35K
$2.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
277+ 19.3% |
$47.4K - $67.3K
|
1.71K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
273+ 0.02% |
$46.7K - $66.4K
|
1.81M
$681M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
269+ 10.97% |
$46.1K - $65.4K
|
2.72K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
268+ 15.62% |
$45.9K - $65.2K
|
1.98K
$746K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
267+ 1.84% |
$45.7K - $64.9K
|
14.8K
$5.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
265+ 20.88% |
$45.4K - $64.4K
|
1.53K
$576K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
264+ 6.29% |
$45.2K - $64.2K
|
4.46K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
261+ 19.36% |
$44.7K - $63.5K
|
1.61K
$605K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
260+ 2.81% |
$44.5K - $63.2K
|
9.52K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
258New |
$44.2K - $62.7K
|
258
$97K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
253New |
$43.3K - $61.5K
|
253
$95.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
249+ 0.18% |
$42.6K - $60.5K
|
137K
$51.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
248+ 2.89% |
$42.5K - $60.3K
|
8.82K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
247+ 0.85% |
$42.3K - $60.1K
|
29.4K
$11M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
243+ 3.18% |
$41.6K - $59.1K
|
7.88K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
240+ 1.57% |
$41.1K - $58.4K
|
15.5K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
240+ 5.5% |
$41.1K - $58.4K
|
4.61K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
237+ 4.08% |
$40.6K - $57.6K
|
6.05K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
236+ 14.0% |
$40.4K - $57.4K
|
1.92K
$722K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
230+ 7.26% |
$39.4K - $55.9K
|
3.4K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
225+ 8.65% |
$38.5K - $54.7K
|
2.83K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
224+ 3.67% |
$38.4K - $54.5K
|
6.33K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
224+ 6.3% |
$38.4K - $54.5K
|
3.78K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
222+ 1.43% |
$38K - $54K
|
15.8K
$5.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
220+ 5.68% |
$37.7K - $53.5K
|
4.1K
$1.54M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
218New |
$37.3K - $53K
|
218
$81.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
212+ 4.06% |
$36.3K - $51.5K
|
5.43K
$2.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
209+ 1.33% |
$35.8K - $50.8K
|
15.9K
$5.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
209+ 4.82% |
$35.8K - $50.8K
|
4.54K
$1.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
206+ 6.43% |
$35.3K - $50.1K
|
3.41K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
204+ 8.27% |
$34.9K - $49.6K
|
2.67K
$1M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
203+ 1.93% |
$34.8K - $49.4K
|
10.7K
$4.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
203+ 0.8% |
$34.8K - $49.4K
|
25.5K
$9.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
202+ 0.44% |
$34.6K - $49.1K
|
46K
$17.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
201+ 6.45% |
$34.4K - $48.9K
|
3.32K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
200+ 5.34% |
$34.2K - $48.6K
|
3.95K
$1.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
200+ 37.11% |
$34.2K - $48.6K
|
739
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
200New |
$34.2K - $48.6K
|
200
$75.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 2.13% |
$34.2K - $48.6K
|
9.6K
$3.61M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
197+ 0.68% |
$33.7K - $47.9K
|
29.1K
$10.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
196+ 2.88% |
$33.6K - $47.7K
|
7K
$2.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
196+ 4.27% |
$33.6K - $47.7K
|
4.79K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
195+ 1.67% |
$33.4K - $47.4K
|
11.9K
$4.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 1.12% |
$32.7K - $46.4K
|
17.2K
$6.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
191+ 1.8% |
$32.7K - $46.4K
|
10.8K
$4.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
190New |
$32.5K - $46.2K
|
190
$71.4K
|