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 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.04KNew |
$1.2M - $1.71M
|
7.04K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.03K+ 76.19% |
$1.2M - $1.71M
|
16.3K
$6.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.93K+ 17.69% |
$1.19M - $1.68M
|
46.1K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.89K+ 21.84% |
$1.18M - $1.67M
|
38.4K
$14.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.7KNew |
$1.15M - $1.63M
|
6.7K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.7K+ 181.67% |
$1.15M - $1.63M
|
10.4K
$3.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
6.66K+ 2.95% |
$1.14M - $1.62M
|
232K
$87.3M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.41K+ 22.24% |
$1.1M - $1.56M
|
35.2K
$13.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.29K+ 29.93% |
$1.08M - $1.53M
|
27.3K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.22KNew |
$1.06M - $1.51M
|
6.22K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.21K+ 23.56% |
$1.06M - $1.51M
|
32.6K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
6.14K+ 5.64% |
$1.05M - $1.49M
|
115K
$43.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
6.12K+ 6.58% |
$1.05M - $1.49M
|
99.1K
$37.2M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.09K+ 26.16% |
$1.04M - $1.48M
|
29.4K
$11M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.08K+ 38.7% |
$1.04M - $1.48M
|
21.8K
$8.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.07K+ 6.18% |
$1.04M - $1.47M
|
104K
$39.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6.06K+ 9.92% |
$1.04M - $1.47M
|
67.2K
$25.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
6.04K+ 59.33% |
$1.03M - $1.47M
|
16.2K
$6.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
5.94K+ 74.97% |
$1.02M - $1.44M
|
13.9K
$5.21M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
5.83KNew |
$998K - $1.42M
|
5.83K
$2.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
5.77KNew |
$988K - $1.4M
|
5.77K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.73KNew |
$981K - $1.39M
|
5.73K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.73K+ 3.68% |
$981K - $1.39M
|
161K
$60.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.71K+ 236.09% |
$978K - $1.39M
|
8.13K
$3.06M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.51K+ 1.57% |
$943K - $1.34M
|
356K
$134M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.49K+ 65.19% |
$940K - $1.33M
|
13.9K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.37K+ 3.05% |
$919K - $1.3M
|
181K
$68.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.32K+ 34.8% |
$912K - $1.29M
|
20.6K
$7.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.3K+ 42.21% |
$908K - $1.29M
|
17.9K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
5.15KNew |
$882K - $1.25M
|
5.15K
$1.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.15K+ 134.12% |
$881K - $1.25M
|
8.98K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.11K+ 16.37% |
$876K - $1.24M
|
36.3K
$13.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.05K+ 30.08% |
$864K - $1.23M
|
21.8K
$8.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.03KNew |
$861K - $1.22M
|
5.03K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4.99KNew |
$855K - $1.21M
|
4.99K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.98KNew |
$853K - $1.21M
|
4.98K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.95K+ 6.82% |
$848K - $1.2M
|
77.6K
$29.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.94K+ 38.24% |
$845K - $1.2M
|
17.8K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.93K+ 757.6% |
$845K - $1.2M
|
5.58K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.89K+ 100.91% |
$837K - $1.19M
|
9.74K
$3.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
4.83KNew |
$827K - $1.17M
|
4.83K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.82KNew |
$826K - $1.17M
|
4.82K
$1.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.82K+ 85.86% |
$825K - $1.17M
|
10.4K
$3.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.81KNew |
$823K - $1.17M
|
4.81K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
4.79KNew |
$820K - $1.16M
|
4.79K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.79KNew |
$819K - $1.16M
|
4.79K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.55K+ 4.74% |
$779K - $1.11M
|
101K
$37.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.53K+ 7.25% |
$775K - $1.1M
|
67K
$25.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
4.51K+ 46.22% |
$772K - $1.1M
|
14.3K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.48K+ 56.58% |
$767K - $1.09M
|
12.4K
$4.66M
|