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 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
23+ 0.58% |
$3.94K - $5.59K
|
3.97K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
23+ 0.39% |
$3.94K - $5.59K
|
5.87K
$2.2M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.14% |
$3.77K - $5.35K
|
15.6K
$5.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
22+ 0.1% |
$3.77K - $5.35K
|
22.3K
$8.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
21+ 0.86% |
$3.6K - $5.11K
|
2.46K
$923K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21+ 1.38% |
$3.6K - $5.11K
|
1.54K
$578K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$3.42K - $4.86K
|
20.3K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$3.42K - $4.86K
|
20
$7.52K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
19+ 0.53% |
$3.25K - $4.62K
|
3.6K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
19+ 0.67% |
$3.25K - $4.62K
|
2.85K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
19+ 0.44% |
$3.25K - $4.62K
|
4.31K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
19+ 1.23% |
$3.25K - $4.62K
|
1.56K
$587K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17+ 0.41% |
$2.91K - $4.13K
|
4.16K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16+ 0.38% |
$2.74K - $3.89K
|
4.26K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
16+ 1.55% |
$2.74K - $3.89K
|
1.05K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
16+ 0.99% |
$2.74K - $3.89K
|
1.63K
$611K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.86% |
$2.57K - $3.65K
|
1.76K
$660K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
15+ 0.74% |
$2.57K - $3.65K
|
2.03K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 0.22% |
$2.57K - $3.65K
|
6.95K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 1.05% |
$2.57K - $3.65K
|
1.45K
$543K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
14New |
$2.4K - $3.4K
|
14
$5.26K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14+ 0.14% |
$2.4K - $3.4K
|
9.68K
$3.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 0.75% |
$2.4K - $3.4K
|
1.88K
$707K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14+ 0.95% |
$2.4K - $3.4K
|
1.49K
$560K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
14+ 0.8% |
$2.4K - $3.4K
|
1.77K
$664K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 10.85% |
$2.4K - $3.4K
|
143
$53.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
14+ 0.08% |
$2.4K - $3.4K
|
16.6K
$6.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 2.1% |
$2.23K - $3.16K
|
631
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.74% |
$2.05K - $2.92K
|
1.64K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.65% |
$2.05K - $2.92K
|
1.85K
$695K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
12+ 0.48% |
$2.05K - $2.92K
|
2.49K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12+ 0.1% |
$2.05K - $2.92K
|
11.6K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.73% |
$2.05K - $2.92K
|
1.66K
$624K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11+ 0.79% |
$1.88K - $2.67K
|
1.4K
$524K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11New |
$1.88K - $2.67K
|
11
$4.13K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
11+ 0.12% |
$1.88K - $2.67K
|
8.92K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.35% |
$1.88K - $2.67K
|
3.14K
$1.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10+ 0.02% |
$1.71K - $2.43K
|
43.4K
$16.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
10+ 0.6% |
$1.71K - $2.43K
|
1.68K
$631K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.3% |
$1.71K - $2.43K
|
3.38K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 13.24% |
$1.54K - $2.19K
|
77
$28.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9+ 0.58% |
$1.54K - $2.19K
|
1.55K
$583K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.49% |
$1.54K - $2.19K
|
1.83K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.49% |
$1.54K - $2.19K
|
1.83K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9+ 0.1% |
$1.54K - $2.19K
|
9.24K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.28% |
$1.54K - $2.19K
|
3.21K
$1.21M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.11% |
$1.54K - $2.19K
|
7.94K
$2.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
8+ 5.67% |
$1.37K - $1.95K
|
149
$56K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.48% |
$1.37K - $1.95K
|
1.68K
$631K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
8+ 0.5% |
$1.37K - $1.95K
|
1.61K
$604K
|