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 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
43+ 3.18% |
$7.36K - $10.5K
|
1.4K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
43New |
$7.36K - $10.5K
|
43
$16.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
42+ 2.97% |
$7.19K - $10.2K
|
1.46K
$548K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
42+ 44.68% |
$7.19K - $10.2K
|
136
$51.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.16% |
$7.19K - $10.2K
|
26.9K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
42+ 0.51% |
$7.19K - $10.2K
|
8.29K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
42+ 0.25% |
$7.19K - $10.2K
|
17.1K
$6.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
42+ 1.57% |
$7.19K - $10.2K
|
2.71K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
41New |
$7.02K - $9.97K
|
41
$15.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 1.31% |
$7.02K - $9.97K
|
3.17K
$1.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
40+ 0.09% |
$6.85K - $9.73K
|
43.4K
$16.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40+ 133.33% |
$6.85K - $9.73K
|
70
$26.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
40+ 0.27% |
$6.85K - $9.73K
|
14.6K
$5.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
38+ 1.64% |
$6.51K - $9.24K
|
2.36K
$885K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37+ 0.79% |
$6.34K - $9K
|
4.75K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
37+ 1.78% |
$6.34K - $9K
|
2.11K
$793K
|
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
36+ 0.23% |
$6.16K - $8.75K
|
15.7K
$5.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
36+ 0.59% |
$6.16K - $8.75K
|
6.13K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
36+ 2.91% |
$6.16K - $8.75K
|
1.28K
$479K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
34New |
$5.82K - $8.27K
|
34
$12.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
34+ 1.84% |
$5.82K - $8.27K
|
1.88K
$707K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
34+ 2.31% |
$5.82K - $8.27K
|
1.51K
$566K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
34+ 2.55% |
$5.82K - $8.27K
|
1.37K
$514K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
33+ 0.6% |
$5.65K - $8.02K
|
5.5K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
33+ 0.54% |
$5.65K - $8.02K
|
6.11K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
33+ 0.34% |
$5.65K - $8.02K
|
9.74K
$3.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
33+ 0.76% |
$5.65K - $8.02K
|
4.39K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
33+ 2.04% |
$5.65K - $8.02K
|
1.65K
$621K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
33+ 1.43% |
$5.65K - $8.02K
|
2.34K
$879K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
32+ 1.13% |
$5.48K - $7.78K
|
2.85K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
32+ 1.87% |
$5.48K - $7.78K
|
1.75K
$656K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.09% |
$5.48K - $7.78K
|
2.98K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 6.2% |
$5.31K - $7.54K
|
531
$200K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 103.33% |
$5.31K - $7.54K
|
61
$22.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30New |
$5.14K - $7.29K
|
30
$11.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
30+ 0.93% |
$5.14K - $7.29K
|
3.27K
$1.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
29+ 1.05% |
$4.97K - $7.05K
|
2.8K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.97K - $7.05K
|
29
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
28+ 0.41% |
$4.79K - $6.81K
|
6.81K
$2.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
26New |
$4.45K - $6.32K
|
26
$9.77K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
26+ 0.93% |
$4.45K - $6.32K
|
2.83K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
25+ 0.96% |
$4.28K - $6.08K
|
2.63K
$988K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$4.28K - $6.08K
|
25
$9.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
25+ 0.67% |
$4.28K - $6.08K
|
3.73K
$1.4M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$4.28K - $6.08K
|
25
$9.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.09% |
$4.11K - $5.84K
|
27.6K
$10.4M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
24+ 0.6% |
$4.11K - $5.84K
|
4.04K
$1.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
23+ 0.26% |
$3.94K - $5.59K
|
8.98K
$3.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
23+ 0.29% |
$3.94K - $5.59K
|
8.02K
$3.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
23+ 1.53% |
$3.94K - $5.59K
|
1.53K
$573K
|