Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 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
May 11, 2022 Q1 2022
Boston Family Office LLC

Boston, MA
BUY
 -
1.07K
New
$196K - $246K
1.07K $418K
May 13, 2022 Q1 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.07K
New
$195K - $246K
1.07K $416K
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.07K
+ 30.57%
$195K - $246K
4.56K $1.78M
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.06K
New
$193K - $243K
1.06K $411K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

BUY
 -
1.05K
+ 33.88%
$193K - $242K
4.17K $1.62M
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
1.05K
+ 8.88%
$192K - $242K
12.9K $5.02M
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
1.05K
+ 52.55%
$192K - $241K
3.05K $1.19M
May 10, 2022 Q1 2022
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
1.04K
+ 4.88%
$190K - $239K
22.4K $8.71M
May 13, 2022 Q1 2022
Brandywine Global Investment Management, LLC

Philadelphia, PA
BUY
 -
1.04K
+ 1.89%
$190K - $238K
55.8K $21.8M
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.03K
+ 51.12%
$188K - $237K
3.05K $1.19M
May 05, 2022 Q1 2022
Gryphon Financial Partners LLC

BUY
 -
1.02K
New
$187K - $235K
1.02K $399K
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.02K
+ 35.83%
$187K - $235K
3.87K $1.51M
May 16, 2022 Q1 2022
Quantamental Technologies LLC

White Plains, NY
BUY
 -
1.02K
New
$186K - $234K
1.02K $397K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.02K
+ 24.08%
$186K - $234K
5.25K $2.04M
May 25, 2022 Q1 2022
First National Bank Of Omaha

Omaha, NE
BUY
 -
1.01K
New
$185K - $233K
1.01K $394K
May 16, 2022 Q1 2022
Kingsbury Capital Investment Advisors LLC

Evanston, IL
BUY
 -
1K
New
$183K - $230K
1K $390K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1K
New
$183K - $230K
1K $390K
May 12, 2022 Q1 2022
Monetary Management Group Inc

St Louis, MO
BUY
 -
1K
+ 5.92%
$183K - $230K
17.9K $6.97M
Apr 20, 2022 Q1 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
996
New
$182K - $229K
996 $388K
May 16, 2022 Q1 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
995
New
$182K - $229K
995 $388K
May 10, 2022 Q1 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
995
New
$182K - $229K
995 $388K
Apr 13, 2022 Q1 2022
Traynor Capital Management, Inc.

BUY
 -
982
+ 8.66%
$180K - $226K
12.3K $4.8M
Apr 19, 2022 Q1 2022
South Shore Capital Advisors

BUY
 -
980
New
$179K - $225K
980 $382K
Apr 26, 2022 Q1 2022
First Citizens Bank & Trust CO

BUY
 -
980
+ 10.79%
$179K - $225K
10.1K $3.92M
May 02, 2022 Q1 2022
Commerzbank Aktiengesellschaft

BUY
 -
975
New
$178K - $224K
975 $380K
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

BUY
 -
968
+ 22.4%
$177K - $223K
5.29K $2.06M
Apr 28, 2022 Q1 2022
Patten Group, Inc.

BUY
 -
967
New
$177K - $222K
967 $377K
Apr 22, 2022 Q1 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
965
New
$176K - $222K
965 $376K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
953
+ 7.98%
$174K - $219K
12.9K $5.03M
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

BUY
 -
952
New
$174K - $219K
952 $371K
May 10, 2022 Q1 2022
Intrust Bank Na

Wichita, KS
BUY
 -
951
+ 48.64%
$174K - $219K
2.91K $1.13M
Apr 15, 2022 Q1 2022
Cra Financial Services, LLC

BUY
 -
950
+ 27.28%
$174K - $218K
4.43K $1.73M
May 10, 2022 Q1 2022
Sterling Financial Planning, Inc.

BUY
 -
950
New
$174K - $218K
950 $370K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
950
+ 15.22%
$174K - $218K
7.19K $2.8M
May 12, 2022 Q1 2022
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
950
New
$174K - $218K
950 $370K
Apr 28, 2022 Q1 2022
Ballew Advisors, Inc

BUY
 -
947
New
$173K - $218K
947 $369K
May 06, 2022 Q1 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
947
New
$173K - $218K
947 $369K
Apr 12, 2022 Q1 2022
Wedge Capital Management L L P

BUY
 -
944
New
$173K - $217K
944 $368K
May 10, 2022 Q1 2022
Elo Mutual Pension Insurance CO

BUY
 -
944
+ 2.27%
$173K - $217K
42.5K $16.6M
Apr 26, 2022 Q1 2022
Thompson Siegel & Walmsley LLC

BUY
 -
943
+ 15.23%
$172K - $217K
7.14K $2.78M
May 13, 2022 Q1 2022
Keystone Financial Group

BUY
 -
943
New
$172K - $217K
943 $367K
May 10, 2022 Q1 2022
Westshore Wealth, LLC

BUY
 -
942
New
$172K - $217K
942 $367K
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
942
+ 7.97%
$172K - $217K
12.8K $4.97M
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
941
+ 4.96%
$172K - $216K
19.9K $7.76M
Apr 25, 2022 Q1 2022
Tobam

BUY
 -
940
+ 54.18%
$172K - $216K
2.68K $1.04M
May 04, 2022 Q1 2022
Occidental Asset Management, LLC

BUY
 -
934
New
$171K - $215K
934 $364K
May 03, 2022 Q1 2022
Klcm Advisors, Inc.

BUY
 -
932
+ 48.95%
$170K - $214K
2.84K $1.1M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
930
+ 19.73%
$170K - $214K
5.64K $2.2M
Apr 19, 2022 Q1 2022
Jb Capital LLC

BUY
 -
929
New
$170K - $214K
929 $362K

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