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 12, 2022 Q1 2022
Caprock Group, Inc.

BUY
 -
110
+ 1.59%
$20.1K - $25.3K
7.01K $2.79M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
109
+ 1.64%
$19.9K - $25.1K
6.78K $2.69M
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
107
+ 3.41%
$19.6K - $24.6K
3.25K $1.29M
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
107
+ 2.96%
$19.6K - $24.6K
3.72K $1.48M
Apr 28, 2022 Q1 2022
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
BUY
 -
105
+ 5.35%
$19.2K - $24.1K
2.07K $821K
Apr 22, 2022 Q1 2022
Grove Bank & Trust

BUY
 -
104
+ 6.11%
$19K - $23.9K
1.81K $717K
May 12, 2022 Q1 2022
Pinnacle Financial Group, LLC

BUY
 -
102
+ 5.94%
$18.6K - $23.4K
1.82K $723K
May 06, 2022 Q1 2022
Stiles Financial Services Inc

BUY
 -
102
+ 2.83%
$18.6K - $23.4K
3.71K $1.47M
May 17, 2022 Q1 2022
Wealth Architects, LLC

BUY
 -
102
+ 2.97%
$18.6K - $23.4K
3.54K $1.41M
Apr 18, 2022 Q1 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
101
+ 10.56%
$18.5K - $23.2K
1.06K $420K
Apr 19, 2022 Q1 2022
Regent Investment Management LLC

BUY
 -
100
+ 4.35%
$18.3K - $23K
2.4K $954K
Apr 29, 2022 Q1 2022
Kercheville Advisors, LLC

BUY
 -
100
+ 2.45%
$18.3K - $23K
4.18K $1.66M
May 02, 2022 Q1 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
100
+ 0.63%
$18.3K - $23K
16.1K $6.38M
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
100
+ 2.44%
$18.3K - $23K
4.21K $1.67M
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
100
New
$18.3K - $23K
100 $39.7K
May 16, 2022 Q1 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
98
+ 6.32%
$17.9K - $22.5K
1.65K $655K
May 13, 2022 Q1 2022
Beck Capital Management, LLC

Austin, TX
BUY
 -
97
+ 0.89%
$17.7K - $22.3K
11K $4.37M
Apr 04, 2022 Q1 2022
Stillwater Investment Management, LLC

BUY
 -
96
+ 0.56%
$17.6K - $22.1K
17.1K $6.79M
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

BUY
 -
96
+ 1.85%
$17.6K - $22.1K
5.28K $2.1M
Apr 27, 2022 Q1 2022
Ivc Wealth Advisors LLC

BUY
 -
95
+ 2.38%
$17.4K - $21.8K
4.09K $1.63M
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
95
+ 6.48%
$17.4K - $21.8K
1.56K $621K
May 10, 2022 Q1 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
95
+ 5.68%
$17.4K - $21.8K
1.77K $703K
Apr 26, 2022 Q1 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
94
+ 2.72%
$17.2K - $21.6K
3.55K $1.41M
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
94
+ 0.47%
$17.2K - $21.6K
20K $7.96M
May 17, 2022 Q1 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
94
+ 2.91%
$17.2K - $21.6K
3.32K $1.32M
May 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
93
+ 6.95%
$17K - $21.4K
1.43K $569K
May 16, 2022 Q1 2022
Landmark Financial Advisors, LLC

BUY
 -
92
+ 5.38%
$16.8K - $21.1K
1.8K $716K
May 10, 2022 Q1 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
91
+ 0.79%
$16.6K - $20.9K
11.6K $4.63M
Apr 12, 2022 Q1 2022
Life Steps Financial, Inc.

BUY
 -
90
+ 5.68%
$16.5K - $20.7K
1.67K $665K
May 04, 2022 Q1 2022
Coastline Trust CO

BUY
 -
90
+ 1.3%
$16.5K - $20.7K
7K $2.78M
Apr 14, 2022 Q1 2022
Family Legacy, Inc.

BUY
 -
90
+ 0.48%
$16.5K - $20.7K
19K $7.54M
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
89
+ 3.0%
$16.3K - $20.5K
3.06K $1.21M
May 02, 2022 Q1 2022
Trust Investment Advisors

BUY
 -
88
+ 1.04%
$16.1K - $20.2K
8.55K $3.4M
May 05, 2022 Q1 2022
Camden National Bank

Camden, ME
BUY
 -
87
+ 5.7%
$15.9K - $20K
1.61K $641K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
87
+ 15.18%
$15.9K - $20K
660 $262K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
87
+ 39.55%
$15.9K - $20K
307 $122K
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

BUY
 -
84
+ 4.67%
$15.4K - $19.3K
1.88K $748K
Apr 29, 2022 Q1 2022
Gladius Capital Management LP

Chicago, IL
BUY
 -
84
New
$15.4K - $19.3K
84 $33.4K
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
84
+ 2.64%
$15.4K - $19.3K
3.27K $1.3M
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

BUY
 -
83
+ 10.32%
$15.2K - $19.1K
887 $353K
May 12, 2022 Q1 2022
Legacy Wealth Asset Management, LLC

BUY
 -
83
+ 1.66%
$15.2K - $19.1K
5.08K $2.02M
May 06, 2022 Q1 2022
Aspiriant, LLC

BUY
 -
83
+ 3.09%
$15.2K - $19.1K
2.77K $1.1M
May 16, 2022 Q1 2022
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
83
+ 0.26%
$15.2K - $19.1K
31.9K $12.7M
May 12, 2022 Q1 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
82
+ 1.49%
$15K - $18.8K
5.58K $2.22M
May 13, 2022 Q1 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
81
+ 3.07%
$14.8K - $18.6K
2.72K $1.08M
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
81
+ 1.0%
$14.8K - $18.6K
8.21K $3.26M
Apr 26, 2022 Q1 2022
Pb Mares Wealth Management LLC

BUY
 -
80
+ 5.79%
$14.6K - $18.4K
1.46K $581K
Apr 27, 2022 Q1 2022
Bill Few Associates, Inc.

BUY
 -
80
+ 3.23%
$14.6K - $18.4K
2.55K $1.02M
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
80
+ 5.45%
$14.6K - $18.4K
1.55K $615K

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