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
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
12.9KNew |
$2.2M - $3.12M
|
12.9K
$4.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
12.6KNew |
$2.17M - $3.08M
|
12.6K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5K+ 1.95% |
$2.13M - $3.03M
|
653K
$246M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.3K+ 48.06% |
$2.11M - $3M
|
38K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
12.3KNew |
$2.1M - $2.98M
|
12.3K
$4.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
12.3K+ 94.89% |
$2.1M - $2.98M
|
25.2K
$9.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2K+ 8.17% |
$2.1M - $2.98M
|
162K
$60.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
12.2KNew |
$2.09M - $2.97M
|
12.2K
$4.59M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
12.1K+ 1.56% |
$2.08M - $2.95M
|
791K
$297M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
12.1K+ 1.56% |
$2.08M - $2.95M
|
791K
$297M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12K+ 8.45% |
$2.05M - $2.91M
|
153K
$57.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9K+ 65.64% |
$2.04M - $2.89M
|
30K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.8K+ 8.95% |
$2.02M - $2.87M
|
144K
$54M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
11.8KNew |
$2.02M - $2.86M
|
11.8K
$4.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
11.7K+ 247.95% |
$2.01M - $2.85M
|
16.5K
$6.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.2K+ 115.38% |
$1.91M - $2.71M
|
20.8K
$7.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 148.62% |
$1.91M - $2.71M
|
18.6K
$7.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11.1K+ 11.99% |
$1.91M - $2.71M
|
104K
$39.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11KNew |
$1.89M - $2.68M
|
11K
$4.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10.9KNew |
$1.87M - $2.65M
|
10.9K
$4.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.9KNew |
$1.87M - $2.65M
|
10.9K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
10.8K+ 13.92% |
$1.84M - $2.61M
|
88K
$33.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10.5K+ 28.01% |
$1.8M - $2.56M
|
48.1K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 206.15% |
$1.79M - $2.54M
|
15.5K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 8.47% |
$1.75M - $2.49M
|
131K
$49.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.2K+ 128.52% |
$1.75M - $2.49M
|
18.2K
$6.84M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.2K+ 53.23% |
$1.75M - $2.48M
|
29.4K
$11M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10K+ 1.69% |
$1.71M - $2.43M
|
604K
$227M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.65K+ 7.77% |
$1.65M - $2.35M
|
134K
$50.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.61K+ 3.58% |
$1.65M - $2.34M
|
278K
$104M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
9.54K+ 3.39% |
$1.63M - $2.32M
|
291K
$110M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
9.36K+ 2.82% |
$1.6M - $2.28M
|
342K
$128M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.97KNew |
$1.54M - $2.18M
|
8.97K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.75K+ 1.84% |
$1.5M - $2.13M
|
484K
$182M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
8.58KNew |
$1.47M - $2.09M
|
8.58K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
8.54K+ 638.37% |
$1.46M - $2.08M
|
9.87K
$3.71M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
8.41KNew |
$1.44M - $2.04M
|
8.41K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8.23KNew |
$1.41M - $2M
|
8.23K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.2K+ 14.49% |
$1.4M - $1.99M
|
64.8K
$24.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8.18KNew |
$1.4M - $1.99M
|
8.18K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.16KNew |
$1.4M - $1.98M
|
8.16K
$3.07M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.11K+ 3.95% |
$1.39M - $1.97M
|
213K
$80.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.11K+ 36.07% |
$1.39M - $1.97M
|
30.6K
$11.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
8.03K+ 39.29% |
$1.37M - $1.95M
|
28.5K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.01KNew |
$1.37M - $1.95M
|
8.01K
$3.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.96KNew |
$1.36M - $1.94M
|
7.96K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
7.7K+ 1.98% |
$1.32M - $1.87M
|
397K
$149M
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.5KNew |
$1.28M - $1.82M
|
7.5K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.31KNew |
$1.25M - $1.78M
|
7.31K
$2.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.06K+ 22.5% |
$1.21M - $1.72M
|
38.5K
$14.5M
|