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
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

BUY
 -
402
+ 14.94%
$73.5K - $92.4K
3.09K $1.23M
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
401
+ 15.13%
$73.3K - $92.2K
3.05K $1.21M
Apr 29, 2022 Q1 2022
Adell Harriman & Carpenter Inc

BUY
 -
400
+ 4.33%
$73.1K - $91.9K
9.65K $3.83M
May 09, 2022 Q1 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
400
+ 13.54%
$73.1K - $91.9K
3.35K $1.33M
Apr 21, 2022 Q1 2022
Strs Ohio

BUY
 -
399
+ 0.1%
$72.9K - $91.7K
405K $161M
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
395
+ 359.09%
$72.2K - $90.8K
505 $201K
May 10, 2022 Q1 2022
Accurate Wealth Management, LLC

BUY
 -
389
+ 16.13%
$71.1K - $89.4K
2.8K $1.11M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
387
+ 4.62%
$70.8K - $89K
8.76K $3.48M
May 13, 2022 Q1 2022
Ignite Planners, LLC

BUY
 -
385
+ 4.79%
$70.4K - $88.5K
8.43K $3.35M
May 12, 2022 Q1 2022
Bridge Creek Capital Management LLC

BUY
 -
381
+ 1.84%
$69.7K - $87.6K
21.1K $8.4M
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
380
+ 2.47%
$69.5K - $87.4K
15.8K $6.27M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
376
+ 17.56%
$68.7K - $86.4K
2.52K $1M
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
375
+ 8.77%
$68.6K - $86.2K
4.65K $1.85M
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

BUY
 -
375
+ 2.5%
$68.6K - $86.2K
15.4K $6.12M
May 05, 2022 Q1 2022
Cambridge Advisors Inc.

BUY
 -
374
+ 3.12%
$68.4K - $86K
12.4K $4.92M
Apr 14, 2022 Q1 2022
Monument Capital Management

BUY
 -
370
+ 2.38%
$67.6K - $85.1K
15.9K $6.32M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
369
+ 26.13%
$67.5K - $84.8K
1.78K $708K
May 03, 2022 Q1 2022
Liberty One Investment Management, LLC

BUY
 -
366
+ 3.95%
$66.9K - $84.1K
9.64K $3.83M
May 12, 2022 Q1 2022
Morse Asset Management, Inc

Darien, CT
BUY
 -
360
+ 13.77%
$65.8K - $82.8K
2.97K $1.18M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
354
+ 7.06%
$64.7K - $81.4K
5.37K $2.13M
May 12, 2022 Q1 2022
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
352
+ 151.72%
$64.4K - $80.9K
584 $232K
Apr 07, 2022 Q1 2022
Bath Savings Trust CO

BUY
 -
351
+ 13.74%
$64.2K - $80.7K
2.91K $1.16M
May 10, 2022 Q1 2022
Fluent Financial, LLC

BUY
 -
351
+ 3.12%
$64.2K - $80.7K
11.6K $4.61M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
349
+ 10.01%
$63.8K - $80.2K
3.83K $1.52M
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
346
+ 0.56%
$63.3K - $79.5K
61.7K $24.5M
May 06, 2022 Q1 2022
Tempus Wealth Planning, LLC

BUY
 -
346
+ 6.53%
$63.3K - $79.5K
5.65K $2.24M
May 16, 2022 Q1 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
342
+ 0.11%
$62.5K - $78.6K
299K $119M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
341
+ 4.07%
$62.3K - $78.4K
8.72K $3.47M
Apr 27, 2022 Q1 2022
Fortem Financial Group, LLC

BUY
 -
340
+ 10.09%
$62.2K - $78.2K
3.71K $1.47M
May 16, 2022 Q1 2022
Wealth Effects LLC

BUY
 -
340
+ 13.56%
$62.2K - $78.2K
2.85K $1.13M
Apr 27, 2022 Q1 2022
Schnieders Capital Management LLC

BUY
 -
339
+ 6.35%
$62K - $77.9K
5.68K $2.26M
Feb 13, 2024 Q1 2022
United Community Bank

Greenville, SC
BUY
 -
337
+ 4.71%
$61.6K - $77.5K
7.49K $2.98M
May 16, 2022 Q1 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
336
+ 7.44%
$61.4K - $77.2K
4.86K $1.93M
Apr 29, 2022 Q1 2022
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
335
+ 17.69%
$61.2K - $77K
2.23K $886K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
334
New
$61.1K - $76.8K
334 $133K
Apr 28, 2022 Q1 2022
Highview Capital Management LLC

BUY
 -
330
+ 28.45%
$60.3K - $75.9K
1.49K $592K
May 13, 2022 Q1 2022
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
330
+ 5.67%
$60.3K - $75.9K
6.16K $2.45M
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
330
New
$60.3K - $75.9K
330 $131K
May 09, 2022 Q1 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
329
+ 12.81%
$60.2K - $75.6K
2.9K $1.15M
Apr 25, 2022 Q1 2022
Norwood Financial Corp

BUY
 -
325
+ 9.02%
$59.4K - $74.7K
3.93K $1.56M
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

BUY
 -
320
+ 1.51%
$58.5K - $73.6K
21.5K $8.54M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
312
+ 9.96%
$57K - $71.7K
3.44K $1.37M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
310
+ 6.91%
$56.7K - $71.3K
4.8K $1.91M
May 10, 2022 Q1 2022
Clear Harbor Asset Management, LLC

BUY
 -
307
+ 0.62%
$56.1K - $70.6K
49.9K $19.8M
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
303
+ 4.82%
$55.4K - $69.7K
6.59K $2.62M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
301
+ 4.86%
$55K - $69.2K
6.49K $2.58M
Apr 12, 2022 Q1 2022
Home Federal Bank Of Tennessee

BUY
 -
300
+ 17.55%
$54.8K - $69K
2.01K $799K
Apr 19, 2022 Q1 2022
Cumberland Advisors Inc

BUY
 -
300
+ 3.14%
$54.8K - $69K
9.85K $3.92M
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
300
+ 92.31%
$54.8K - $69K
625 $248K

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