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
|
Marco Investment Management LLC
|
BUY
|
- |
5.6K+ 8.32% |
$1.02M - $1.29M
|
72.8K
$27.8M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.56K+ 58.96% |
$1.02M - $1.28M
|
15K
$5.72M
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.43K+ 22.27% |
$992K - $1.25M
|
29.8K
$11.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.33K+ 25.97% |
$975K - $1.23M
|
25.9K
$9.87M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.26K+ 142.92% |
$962K - $1.21M
|
8.94K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.25K+ 15.48% |
$959K - $1.21M
|
39.1K
$14.9M
|
|
|
May 12, 2022
Q1 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.22KNew |
$954K - $1.2M
|
5.22K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.21K+ 4.82% |
$953K - $1.2M
|
113K
$43.2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.21K+ 8.3% |
$952K - $1.2M
|
67.9K
$25.9M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.13K+ 38.78% |
$938K - $1.18M
|
18.4K
$7M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.06K+ 3.16% |
$924K - $1.16M
|
165K
$63M
|
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.05K+ 54.62% |
$924K - $1.16M
|
14.3K
$5.46M
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.03K+ 5.49% |
$919K - $1.16M
|
96.6K
$36.8M
|
|
|
May 16, 2022
Q1 2022
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
5KNew |
$915K - $1.15M
|
5K
$1.91M
|
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.98K+ 19.8% |
$910K - $1.14M
|
30.1K
$11.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
BUY
|
- |
4.69KNew |
$857K - $1.08M
|
4.69K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69K+ 6.9% |
$857K - $1.08M
|
72.6K
$27.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.64K+ 24.21% |
$848K - $1.07M
|
23.8K
$9.08M
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.61K+ 88.02% |
$842K - $1.06M
|
9.84K
$3.75M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
4.6KNew |
$842K - $1.06M
|
4.6K
$1.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 20.46% |
$840K - $1.06M
|
27K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.58KNew |
$837K - $1.05M
|
4.58K
$1.75M
|
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.58KNew |
$837K - $1.05M
|
4.58K
$1.75M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.54K+ 17.95% |
$830K - $1.04M
|
29.8K
$11.4M
|
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.48K+ 6.6% |
$819K - $1.03M
|
72.4K
$27.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4.48K+ 14.68% |
$819K - $1.03M
|
35K
$13.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.45K+ 70.78% |
$814K - $1.02M
|
10.7K
$4.1M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.45K+ 9.42% |
$814K - $1.02M
|
51.7K
$19.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.45K+ 6.11% |
$813K - $1.02M
|
77.3K
$29.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
4.42K+ 77.0% |
$808K - $1.02M
|
10.2K
$3.88M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.33K+ 1.55% |
$792K - $996K
|
284K
$108M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.27K+ 19.46% |
$780K - $981K
|
26.2K
$9.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.25K+ 6.05% |
$776K - $976K
|
74.4K
$28.4M
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.19K+ 1.58% |
$766K - $963K
|
269K
$103M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.17K+ 11.27% |
$762K - $958K
|
41.2K
$15.7M
|
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.09K+ 2.92% |
$747K - $940K
|
144K
$55M
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.08K+ 229.51% |
$746K - $939K
|
5.86K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
4K+ 16.9% |
$731K - $919K
|
27.7K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.99K+ 23.15% |
$730K - $917K
|
21.2K
$8.1M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.93K+ 28.33% |
$719K - $904K
|
17.8K
$6.79M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.88KNew |
$710K - $892K
|
3.88K
$1.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
3.88K+ 1.7% |
$709K - $892K
|
232K
$88.4M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.87K+ 2.8% |
$708K - $891K
|
142K
$54.2M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.77K+ 79.04% |
$689K - $867K
|
8.54K
$3.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.75K+ 60.97% |
$686K - $863K
|
9.91K
$3.78M
|
|
|
May 11, 2022
Q1 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.73K+ 102.3% |
$683K - $858K
|
7.38K
$2.82M
|
|
|
May 13, 2022
Q1 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
3.64KNew |
$666K - $837K
|
3.64K
$1.39M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.63K+ 18.64% |
$663K - $834K
|
23.1K
$8.81M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.63K+ 102.23% |
$663K - $834K
|
7.17K
$2.74M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 7.87% |
$663K - $833K
|
49.7K
$18.9M
|