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 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
80+ 18.69% |
$14.6K - $18.4K
|
508
$198K
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
80+ 1.4% |
$14.6K - $18.4K
|
5.79K
$2.25M
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
80+ 3.49% |
$14.6K - $18.4K
|
2.37K
$924K
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
79+ 1.79% |
$14.4K - $18.2K
|
4.49K
$1.75M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
79+ 4.2% |
$14.4K - $18.2K
|
1.96K
$763K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78+ 2.87% |
$14.3K - $17.9K
|
2.8K
$1.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
78+ 6.12% |
$14.3K - $17.9K
|
1.35K
$527K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78+ 4.46% |
$14.3K - $17.9K
|
1.83K
$712K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
77+ 0.93% |
$14.1K - $17.7K
|
8.32K
$3.24M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
77New |
$14.1K - $17.7K
|
77
$30K
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
76+ 0.15% |
$13.9K - $17.5K
|
52.4K
$20.4M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
76+ 2.29% |
$13.9K - $17.5K
|
3.39K
$1.32M
|
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
75+ 5.17% |
$13.7K - $17.2K
|
1.53K
$594K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
75+ 26.22% |
$13.7K - $17.2K
|
361
$141K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
74+ 6.46% |
$13.5K - $17K
|
1.22K
$475K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
74+ 5.02% |
$13.5K - $17K
|
1.55K
$603K
|
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
73+ 4.02% |
$13.3K - $16.8K
|
1.89K
$737K
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
72+ 0.1% |
$13.2K - $16.6K
|
72.1K
$28.1M
|
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
71+ 2.47% |
$13K - $16.3K
|
2.94K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.65% |
$12.8K - $16.1K
|
1.99K
$775K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
70+ 2.65% |
$12.8K - $16.1K
|
2.71K
$1.06M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
70+ 3.85% |
$12.8K - $16.1K
|
1.89K
$736K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
69+ 1.81% |
$12.6K - $15.9K
|
3.87K
$1.51M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
69+ 23.0% |
$12.6K - $15.9K
|
369
$144K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
68+ 1.38% |
$12.4K - $15.6K
|
4.99K
$1.94M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.9% |
$12.4K - $15.6K
|
7.67K
$2.99M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
67New |
$12.2K - $15.4K
|
67
$26.1K
|
|
|
May 11, 2022
Q1 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
66+ 18.33% |
$12.1K - $15.2K
|
426
$166K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
66+ 0.44% |
$12.1K - $15.2K
|
15.2K
$5.91M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
65+ 6.76% |
$11.9K - $14.9K
|
1.03K
$400K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
64+ 6.47% |
$11.7K - $14.7K
|
1.05K
$410K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
64+ 0.3% |
$11.7K - $14.7K
|
21.1K
$8.21M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
63+ 3.7% |
$11.5K - $14.5K
|
1.77K
$688K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
63+ 12.45% |
$11.5K - $14.5K
|
569
$222K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
62+ 3.77% |
$11.3K - $14.3K
|
1.71K
$664K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
62New |
$11.3K - $14.3K
|
62
$24.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
62+ 2.03% |
$11.3K - $14.3K
|
3.11K
$1.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
62+ 4.4% |
$11.3K - $14.3K
|
1.47K
$573K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 5.07% |
$11.3K - $14.3K
|
1.28K
$500K
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
61New |
$11.2K - $14K
|
61
$23.8K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
61+ 5.78% |
$11.2K - $14K
|
1.12K
$435K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
59+ 0.52% |
$10.8K - $13.6K
|
11.4K
$4.45M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
58+ 2.0% |
$10.6K - $13.3K
|
2.95K
$1.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
57+ 3.74% |
$10.4K - $13.1K
|
1.58K
$616K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 3.59% |
$10.4K - $13.1K
|
1.64K
$640K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
57+ 8.56% |
$10.4K - $13.1K
|
723
$282K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
55+ 1.58% |
$10.1K - $12.6K
|
3.53K
$1.38M
|
|
|
May 17, 2022
Q1 2022
|
Somerville Kurt F
|
BUY
|
- |
55+ 1.77% |
$10.1K - $12.6K
|
3.17K
$1.23M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
54+ 4.74% |
$9.87K - $12.4K
|
1.19K
$465K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
54+ 0.48% |
$9.87K - $12.4K
|
11.2K
$4.36M
|