Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)
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 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
300+ 19.11% |
$54.8K - $69K
|
1.87K
$743K
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
300+ 3.57% |
$54.8K - $69K
|
8.7K
$3.46M
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
299+ 38.93% |
$54.7K - $68.7K
|
1.07K
$424K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
299+ 9.87% |
$54.7K - $68.7K
|
3.33K
$1.32M
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
296+ 0.22% |
$54.1K - $68K
|
136K
$54.2M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
294+ 0.38% |
$53.8K - $67.6K
|
77.1K
$30.6M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
294+ 1.32% |
$53.8K - $67.6K
|
22.6K
$9M
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
292+ 0.75% |
$53.4K - $67.1K
|
39.1K
$15.6M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
284+ 65.29% |
$51.9K - $65.3K
|
719
$286K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
280+ 9.43% |
$51.2K - $64.4K
|
3.25K
$1.29M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
274+ 14.57% |
$50.1K - $63K
|
2.15K
$856K
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
274+ 5.4% |
$50.1K - $63K
|
5.35K
$2.12M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
271+ 3.56% |
$49.5K - $62.3K
|
7.88K
$3.13M
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
270+ 13.01% |
$49.4K - $62.1K
|
2.35K
$932K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
269+ 0.41% |
$49.2K - $61.8K
|
65.4K
$26M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
264+ 0.83% |
$48.3K - $60.7K
|
32.1K
$12.8M
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
263+ 1.07% |
$48.1K - $60.5K
|
24.9K
$9.91M
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
262+ 1.8% |
$47.9K - $60.2K
|
14.9K
$5.9M
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
261+ 9.08% |
$47.7K - $60K
|
3.14K
$1.25M
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
260+ 2.08% |
$47.5K - $59.8K
|
12.8K
$5.08M
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
259+ 10.09% |
$47.4K - $59.5K
|
2.83K
$1.12M
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
256+ 100.79% |
$46.8K - $58.8K
|
510
$203K
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
255+ 2.18% |
$46.6K - $58.6K
|
11.9K
$4.75M
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
255+ 26.23% |
$46.6K - $58.6K
|
1.23K
$488K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
251+ 10.35% |
$45.9K - $57.7K
|
2.68K
$1.06M
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
251+ 440.35% |
$45.9K - $57.7K
|
308
$122K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
250+ 3.92% |
$45.7K - $57.5K
|
6.62K
$2.63M
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
BUY
|
- |
250+ 6.25% |
$45.7K - $57.5K
|
4.25K
$1.69M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
250+ 9.95% |
$45.7K - $57.5K
|
2.76K
$1.1M
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
247+ 25.31% |
$45.2K - $56.8K
|
1.22K
$486K
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
245+ 1.48% |
$44.8K - $56.3K
|
16.8K
$6.68M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
244+ 17.82% |
$44.6K - $56.1K
|
1.61K
$641K
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
241+ 14.36% |
$44.1K - $55.4K
|
1.92K
$763K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
241+ 0.51% |
$44.1K - $55.4K
|
47.2K
$18.8M
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
235+ 2.79% |
$43K - $54K
|
8.66K
$3.44M
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
235+ 15.21% |
$43K - $54K
|
1.78K
$708K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
235New |
$43K - $54K
|
235
$93.4K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
234+ 2.32% |
$42.8K - $53.8K
|
10.3K
$4.11M
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
233+ 7.55% |
$42.6K - $53.6K
|
3.32K
$1.32M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
232+ 16.85% |
$42.4K - $53.3K
|
1.61K
$640K
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
231+ 6.26% |
$42.2K - $53.1K
|
3.92K
$1.56M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
230+ 3.89% |
$42.1K - $52.9K
|
6.14K
$2.44M
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
229+ 9.39% |
$41.9K - $52.6K
|
2.67K
$1.06M
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
227+ 22.59% |
$41.5K - $52.2K
|
1.23K
$490K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
221+ 5.75% |
$40.4K - $50.8K
|
4.06K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
217+ 11.61% |
$39.7K - $49.9K
|
2.09K
$829K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
217+ 2.29% |
$39.7K - $49.9K
|
9.69K
$3.85M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
217+ 20.85% |
$39.7K - $49.9K
|
1.26K
$500K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
216+ 7.41% |
$39.5K - $49.7K
|
3.13K
$1.24M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
215+ 4.99% |
$39.3K - $49.4K
|
4.52K
$1.8M
|