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
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
80+ 6.27% |
$13.7K - $19.5K
|
1.36K
$510K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 80.0% |
$13.7K - $19.5K
|
180
$67.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
80+ 2.95% |
$13.7K - $19.5K
|
2.8K
$1.05M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
78+ 3.74% |
$13.4K - $19K
|
2.16K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76+ 1.12% |
$13K - $18.5K
|
6.83K
$2.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
75+ 14.29% |
$12.8K - $18.2K
|
600
$225K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
75+ 7.81% |
$12.8K - $18.2K
|
1.04K
$389K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
74+ 0.2% |
$12.7K - $18K
|
37.3K
$14M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
73+ 2.78% |
$12.5K - $17.7K
|
2.7K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
73+ 0.75% |
$12.5K - $17.7K
|
9.79K
$3.68M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
71+ 12.57% |
$12.2K - $17.3K
|
636
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
71+ 1.95% |
$12.2K - $17.3K
|
3.72K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71+ 1.06% |
$12.2K - $17.3K
|
6.77K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
69+ 2.59% |
$11.8K - $16.8K
|
2.74K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
65+ 2.87% |
$11.1K - $15.8K
|
2.33K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
62+ 0.68% |
$10.6K - $15.1K
|
9.19K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62+ 0.76% |
$10.6K - $15.1K
|
8.24K
$3.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.09% |
$10.3K - $14.6K
|
5.56K
$2.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
59+ 2.63% |
$10.1K - $14.3K
|
2.3K
$865K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
59+ 4.28% |
$10.1K - $14.3K
|
1.44K
$540K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57New |
$9.76K - $13.9K
|
57
$21.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57+ 1.8% |
$9.76K - $13.9K
|
3.23K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
57+ 3.54% |
$9.76K - $13.9K
|
1.67K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
56+ 0.49% |
$9.59K - $13.6K
|
11.4K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
56+ 1.09% |
$9.59K - $13.6K
|
5.19K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
55+ 1.34% |
$9.42K - $13.4K
|
4.17K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
54+ 2.61% |
$9.25K - $13.1K
|
2.12K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
54+ 1.53% |
$9.25K - $13.1K
|
3.57K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
53+ 2.78% |
$9.08K - $12.9K
|
1.96K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
53+ 0.96% |
$9.08K - $12.9K
|
5.55K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53New |
$9.08K - $12.9K
|
53
$19.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
50+ 166.67% |
$8.56K - $12.2K
|
80
$30.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 7.52% |
$8.56K - $12.2K
|
715
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
50+ 2.82% |
$8.56K - $12.2K
|
1.82K
$685K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
50+ 0.85% |
$8.56K - $12.2K
|
5.95K
$2.24M
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
50+ 0.09% |
$8.56K - $12.2K
|
56.9K
$21.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
49+ 14.2% |
$8.39K - $11.9K
|
394
$148K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 2.41% |
$8.39K - $11.9K
|
2.08K
$782K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
48+ 6.21% |
$8.22K - $11.7K
|
821
$309K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 3.89% |
$8.22K - $11.7K
|
1.28K
$482K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 1.76% |
$8.22K - $11.7K
|
2.77K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
47+ 4.48% |
$8.05K - $11.4K
|
1.1K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.44% |
$8.05K - $11.4K
|
10.7K
$4.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
46+ 1.1% |
$7.88K - $11.2K
|
4.23K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
45+ 0.66% |
$7.71K - $10.9K
|
6.91K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
44+ 1.08% |
$7.53K - $10.7K
|
4.11K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
43+ 0.78% |
$7.36K - $10.5K
|
5.58K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
43+ 2.66% |
$7.36K - $10.5K
|
1.66K
$623K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
43+ 1.56% |
$7.36K - $10.5K
|
2.8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
43+ 3.13% |
$7.36K - $10.5K
|
1.42K
$533K
|