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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
131New |
$22.4K - $31.9K
|
131
$47.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
130+ 3.35% |
$22.3K - $31.6K
|
4.01K
$1.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
127New |
$21.7K - $30.9K
|
127
$46.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
124+ 4.17% |
$21.2K - $30.1K
|
3.1K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
124+ 7.61% |
$21.2K - $30.1K
|
1.75K
$638K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
124+ 153.09% |
$21.2K - $30.1K
|
205
$74.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
119+ 4.72% |
$20.4K - $28.9K
|
2.64K
$961K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
118+ 6.6% |
$20.2K - $28.7K
|
1.91K
$693K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
115+ 1.52% |
$19.7K - $28K
|
7.7K
$2.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
115+ 0.27% |
$19.7K - $28K
|
42K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
115+ 0.78% |
$19.7K - $28K
|
14.8K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
114+ 3.69% |
$19.5K - $27.7K
|
3.21K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
108+ 2.8% |
$18.5K - $26.3K
|
3.97K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
107+ 8.26% |
$18.3K - $26K
|
1.4K
$510K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
106+ 3.92% |
$18.2K - $25.8K
|
2.81K
$1.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 1.26% |
$18K - $25.5K
|
8.46K
$3.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
BUY
|
- |
105+ 1.1% |
$18K - $25.5K
|
9.66K
$3.51M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
105+ 3.05% |
$18K - $25.5K
|
3.55K
$1.29M
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
103+ 0.19% |
$17.6K - $25K
|
53.7K
$19.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103+ 40.55% |
$17.6K - $25K
|
357
$130K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
102+ 2.76% |
$17.5K - $24.8K
|
3.8K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
102+ 10.76% |
$17.5K - $24.8K
|
1.05K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
101+ 2.86% |
$17.3K - $24.6K
|
3.63K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
101+ 1.43% |
$17.3K - $24.6K
|
7.18K
$2.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
100+ 5.97% |
$17.1K - $24.3K
|
1.77K
$646K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
100+ 2.5% |
$17.1K - $24.3K
|
4.1K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
100+ 6.55% |
$17.1K - $24.3K
|
1.63K
$592K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 2.98% |
$17.1K - $24.3K
|
3.45K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
100+ 1.03% |
$17.1K - $24.3K
|
9.81K
$3.57M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
100New |
$17.1K - $24.3K
|
100
$36.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
99+ 1.33% |
$17K - $24.1K
|
7.53K
$2.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
98+ 2.8% |
$16.8K - $23.8K
|
3.6K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
96+ 5.84% |
$16.4K - $23.3K
|
1.74K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
96+ 5.4% |
$16.4K - $23.3K
|
1.87K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
93+ 0.67% |
$15.9K - $22.6K
|
14K
$5.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
91+ 6.07% |
$15.6K - $22.1K
|
1.59K
$579K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
91+ 2.32% |
$15.6K - $22.1K
|
4.02K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
91+ 1.01% |
$15.6K - $22.1K
|
9.09K
$3.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
90+ 3.9% |
$15.4K - $21.9K
|
2.4K
$872K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
88+ 2.76% |
$15.1K - $21.4K
|
3.27K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
86+ 286.67% |
$14.7K - $20.9K
|
116
$42.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
85+ 1.28% |
$14.6K - $20.7K
|
6.75K
$2.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 0.63% |
$14.6K - $20.7K
|
13.6K
$4.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
84+ 2.91% |
$14.4K - $20.4K
|
2.97K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
83+ 2.52% |
$14.2K - $20.2K
|
3.38K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
83+ 0.71% |
$14.2K - $20.2K
|
11.7K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
83+ 0.79% |
$14.2K - $20.2K
|
10.6K
$3.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
82+ 0.75% |
$14K - $19.9K
|
11.1K
$4.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
81+ 3.56% |
$13.9K - $19.7K
|
2.36K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
81New |
$13.9K - $19.7K
|
81
$29.5K
|