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
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
28.7KNew |
$4.91M - $6.98M
|
28.7K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
27.8KNew |
$4.76M - $6.76M
|
27.8K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
27KNew |
$4.62M - $6.56M
|
27K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 53.45% |
$4.52M - $6.42M
|
75.8K
$28.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
26.4K+ 18.82% |
$4.52M - $6.42M
|
167K
$62.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
26.3KNew |
$4.5M - $6.39M
|
26.3K
$9.88M
|
|
|
May 15, 2023
Q4 2022
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
26KNew |
$4.45M - $6.31M
|
26K
$9.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8K+ 193.17% |
$4.41M - $6.27M
|
39.1K
$14.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
23.6K+ 6.91% |
$4.04M - $5.74M
|
365K
$137M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
23.5K+ 24.47% |
$4.02M - $5.7M
|
119K
$44.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
22.6K+ 145.93% |
$3.87M - $5.5M
|
38.1K
$14.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
22.5K+ 7.74% |
$3.85M - $5.47M
|
313K
$118M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21.4KNew |
$3.66M - $5.2M
|
21.4K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
20.7K+ 8.07% |
$3.54M - $5.02M
|
277K
$104M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
20.5K+ 11.32% |
$3.51M - $4.98M
|
201K
$75.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
19.8KNew |
$3.39M - $4.81M
|
19.8K
$7.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
19.8KNew |
$3.38M - $4.81M
|
19.8K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
19.6KNew |
$3.35M - $4.76M
|
19.6K
$7.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19.3KNew |
$3.3M - $4.68M
|
19.3K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 116.99% |
$3.27M - $4.64M
|
35.4K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.9K+ 19.69% |
$3.23M - $4.59M
|
115K
$43.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.9K+ 117.07% |
$3.23M - $4.59M
|
35K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
17.3KNew |
$2.96M - $4.2M
|
17.3K
$6.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
16.4K+ 17.12% |
$2.81M - $3.99M
|
112K
$42.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.8KNew |
$2.7M - $3.83M
|
15.8K
$5.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
15.2K+ 166.48% |
$2.6M - $3.69M
|
24.3K
$9.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
15.2K+ 90.21% |
$2.6M - $3.69M
|
32K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.1KNew |
$2.58M - $3.66M
|
15.1K
$5.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
15KNew |
$2.56M - $3.64M
|
15K
$5.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
14.8KNew |
$2.54M - $3.6M
|
14.8K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.7K+ 36.84% |
$2.51M - $3.57M
|
54.5K
$20.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 15.38% |
$2.49M - $3.53M
|
109K
$41M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5KNew |
$2.49M - $3.53M
|
14.5K
$5.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 4.61% |
$2.45M - $3.48M
|
325K
$122M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 0.52% |
$2.44M - $3.46M
|
2.75M
$1.04B
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.2K+ 423.96% |
$2.44M - $3.46M
|
17.6K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
14.1KNew |
$2.42M - $3.44M
|
14.1K
$5.32M
|
|
|
Feb 16, 2023
Q4 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
14KNew |
$2.4M - $3.41M
|
14K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
13.8K+ 95.97% |
$2.37M - $3.37M
|
28.3K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.6K+ 18.68% |
$2.32M - $3.3M
|
86.2K
$32.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
13.5KNew |
$2.31M - $3.28M
|
13.5K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.5KNew |
$2.3M - $3.27M
|
13.5K
$5.06M
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
13.4K+ 784.65% |
$2.3M - $3.27M
|
15.2K
$5.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13.4KNew |
$2.3M - $3.26M
|
13.4K
$5.04M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
13.4KNew |
$2.29M - $3.25M
|
13.4K
$5.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
13.4KNew |
$2.29M - $3.25M
|
13.4K
$5.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
13.3K+ 18.23% |
$2.28M - $3.23M
|
86.3K
$32.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13.1KNew |
$2.24M - $3.18M
|
13.1K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13.1K+ 97.85% |
$2.24M - $3.18M
|
26.5K
$9.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13K+ 12.92% |
$2.23M - $3.16M
|
114K
$42.7M
|