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 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
190+ 0.87% |
$32.5K - $46.2K
|
21.9K
$7.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
190New |
$32.5K - $46.2K
|
190
$69.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
189+ 8.53% |
$32.4K - $46K
|
2.4K
$875K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
188+ 7.48% |
$32.2K - $45.7K
|
2.7K
$983K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
186+ 17.43% |
$31.8K - $45.2K
|
1.25K
$456K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
184+ 3.11% |
$31.5K - $44.7K
|
6.1K
$2.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
182New |
$31.2K - $44.3K
|
182
$66.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
181+ 1.59% |
$31K - $44K
|
11.6K
$4.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
181+ 0.44% |
$31K - $44K
|
41.5K
$15.1M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
180New |
$30.8K - $43.8K
|
180
$65.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
179+ 639.29% |
$30.7K - $43.5K
|
207
$75.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
178+ 18.28% |
$30.5K - $43.3K
|
1.15K
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
177+ 2.24% |
$30.3K - $43K
|
8.09K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
173+ 12.46% |
$29.6K - $42.1K
|
1.56K
$568K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
172+ 8.49% |
$29.5K - $41.8K
|
2.2K
$799K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
171New |
$29.3K - $41.6K
|
171
$62.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
168+ 5.17% |
$28.8K - $40.8K
|
3.42K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
167+ 0.88% |
$28.6K - $40.6K
|
19.1K
$6.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
166+ 11.96% |
$28.4K - $40.4K
|
1.55K
$565K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
165+ 5.11% |
$28.3K - $40.1K
|
3.4K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
165+ 0.17% |
$28.3K - $40.1K
|
99K
$36M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
165+ 2.78% |
$28.3K - $40.1K
|
6.11K
$2.22M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
165+ 2.15% |
$28.3K - $40.1K
|
7.83K
$2.85M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
165New |
$28.3K - $40.1K
|
165
$60K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
164+ 8.48% |
$28.1K - $39.9K
|
2.1K
$763K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
160New |
$27.4K - $38.9K
|
160
$58.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
159+ 3.85% |
$27.2K - $38.7K
|
4.29K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
155+ 21.26% |
$26.5K - $37.7K
|
884
$322K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
155+ 5.93% |
$26.5K - $37.7K
|
2.77K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
154+ 1.73% |
$26.4K - $37.4K
|
9.04K
$3.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
153+ 9.8% |
$26.2K - $37.2K
|
1.71K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
151+ 0.79% |
$25.9K - $36.7K
|
19.4K
$7.05M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
150+ 25.21% |
$25.7K - $36.5K
|
745
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
150+ 2.51% |
$25.7K - $36.5K
|
6.12K
$2.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
149+ 9.3% |
$25.5K - $36.2K
|
1.75K
$637K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
149+ 80.11% |
$25.5K - $36.2K
|
335
$122K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
149New |
$25.5K - $36.2K
|
149
$54.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
145+ 23.16% |
$24.8K - $35.3K
|
771
$281K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
145+ 2.33% |
$24.8K - $35.3K
|
6.36K
$2.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
144+ 4.6% |
$24.7K - $35K
|
3.28K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
144+ 3.55% |
$24.7K - $35K
|
4.2K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
143+ 7.41% |
$24.5K - $34.8K
|
2.07K
$755K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
142+ 1.94% |
$24.3K - $34.5K
|
7.48K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
141+ 2.46% |
$24.1K - $34.3K
|
5.88K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
139+ 7.41% |
$23.8K - $33.8K
|
2.02K
$733K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
138+ 0.38% |
$23.6K - $33.6K
|
36.5K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
135+ 1.91% |
$23.1K - $32.8K
|
7.19K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
135+ 4.66% |
$23.1K - $32.8K
|
3.04K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
134+ 4.71% |
$22.9K - $32.6K
|
2.98K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
131+ 6.86% |
$22.4K - $31.9K
|
2.04K
$742K
|