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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
214+ 6.71% |
$39.1K - $49.2K
|
3.4K
$1.35M
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
213+ 8.22% |
$38.9K - $49K
|
2.81K
$1.11M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
211+ 16.85% |
$38.6K - $48.5K
|
1.46K
$582K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
211+ 4.98% |
$38.6K - $48.5K
|
4.45K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
211+ 4.64% |
$38.6K - $48.5K
|
4.76K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
209+ 4.25% |
$38.2K - $48K
|
5.13K
$2.04M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
208+ 1.53% |
$38K - $47.8K
|
13.8K
$5.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
205+ 4.62% |
$37.5K - $47.1K
|
4.64K
$1.84M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
205+ 6.51% |
$37.5K - $47.1K
|
3.35K
$1.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
203+ 10.66% |
$37.1K - $46.7K
|
2.11K
$838K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
203+ 8.7% |
$37.1K - $46.7K
|
2.54K
$1.01M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
202+ 11.64% |
$36.9K - $46.4K
|
1.94K
$770K
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
200+ 12.7% |
$36.6K - $46K
|
1.78K
$706K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.59% |
$36.6K - $46K
|
34.1K
$13.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
200+ 5.65% |
$36.6K - $46K
|
3.74K
$1.49M
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
200+ 4.62% |
$36.6K - $46K
|
4.53K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
BUY
|
- |
200+ 1.03% |
$36.6K - $46K
|
19.6K
$7.78M
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
200+ 13.89% |
$36.6K - $46K
|
1.64K
$652K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
200+ 4.25% |
$36.6K - $46K
|
4.9K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
200+ 8.73% |
$36.6K - $46K
|
2.49K
$991K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
200New |
$36.6K - $46K
|
200
$79.5K
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
198+ 2.37% |
$36.2K - $45.5K
|
8.56K
$3.4M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
197+ 6.06% |
$36K - $45.3K
|
3.45K
$1.37M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
193+ 2.18% |
$35.3K - $44.4K
|
9.05K
$3.6M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
193+ 6.81% |
$35.3K - $44.4K
|
3.03K
$1.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
193+ 10.69% |
$35.3K - $44.4K
|
2K
$795K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
189+ 12.09% |
$34.6K - $43.4K
|
1.75K
$696K
|
|
|
May 12, 2022
Q1 2022
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
186+ 1.52% |
$34K - $42.8K
|
12.4K
$4.94M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
185+ 1.72% |
$33.8K - $42.5K
|
10.9K
$4.34M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
184+ 5.9% |
$33.6K - $42.3K
|
3.31K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
183+ 7.2% |
$33.5K - $42.1K
|
2.72K
$1.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
183+ 9.31% |
$33.5K - $42.1K
|
2.15K
$854K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
183+ 7.2% |
$33.5K - $42.1K
|
2.72K
$1.08M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
182+ 8.02% |
$33.3K - $41.8K
|
2.45K
$974K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
177+ 8.18% |
$32.4K - $40.7K
|
2.34K
$930K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
176+ 11.35% |
$32.2K - $40.5K
|
1.73K
$686K
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
175+ 2.64% |
$32K - $40.2K
|
6.79K
$2.7M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
173+ 786.36% |
$31.6K - $39.8K
|
195
$77.5K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
171+ 6.25% |
$31.3K - $39.3K
|
2.91K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
170+ 7.46% |
$31.1K - $39.1K
|
2.45K
$973K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
169+ 4.49% |
$30.9K - $38.8K
|
3.94K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
167+ 8.11% |
$30.5K - $38.4K
|
2.23K
$884K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
166+ 0.15% |
$30.3K - $38.2K
|
109K
$43.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
165+ 0.43% |
$30.2K - $37.9K
|
38.3K
$15.2M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
165+ 6.8% |
$30.2K - $37.9K
|
2.59K
$1.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
160+ 2.87% |
$29.3K - $36.8K
|
5.74K
$2.28M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
159+ 11.58% |
$29.1K - $36.5K
|
1.53K
$609K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
158+ 3.01% |
$28.9K - $36.3K
|
5.41K
$2.15M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
157+ 10.54% |
$28.7K - $36.1K
|
1.65K
$655K
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
156+ 0.79% |
$28.5K - $35.9K
|
19.9K
$7.9M
|