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 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.31K+ 17.15% |
$239K - $300K
|
8.93K
$3.41M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.3KNew |
$238K - $300K
|
1.3K
$497K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.29K+ 9.71% |
$235K - $296K
|
14.5K
$5.55M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.28K+ 14.65% |
$234K - $294K
|
10K
$3.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.28K+ 27.73% |
$234K - $294K
|
5.89K
$2.25M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.28K+ 27.13% |
$233K - $294K
|
5.98K
$2.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.27KNew |
$232K - $291K
|
1.27K
$483K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 49.8% |
$230K - $289K
|
3.79K
$1.44M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.26KNew |
$230K - $289K
|
1.26K
$480K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 68.86% |
$230K - $289K
|
3.09K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.25K+ 46.71% |
$229K - $288K
|
3.93K
$1.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.25KNew |
$229K - $287K
|
1.25K
$477K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.24KNew |
$227K - $286K
|
1.24K
$474K
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.23KNew |
$225K - $283K
|
1.23K
$470K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.23K+ 8.97% |
$225K - $283K
|
14.9K
$5.7M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.23K+ 4.59% |
$224K - $282K
|
27.9K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 48.47% |
$223K - $280K
|
3.73K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.2K+ 36.55% |
$219K - $276K
|
4.48K
$1.71M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.2K+ 35.66% |
$219K - $276K
|
4.57K
$1.74M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
1.2KNew |
$219K - $276K
|
1.2K
$458K
|
|
|
May 16, 2022
Q1 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
1.2KNew |
$219K - $276K
|
1.2K
$458K
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.2K+ 28.02% |
$219K - $276K
|
5.48K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 10.22% |
$219K - $276K
|
12.9K
$4.93M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.18KNew |
$216K - $271K
|
1.18K
$451K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.17K+ 4.14% |
$214K - $269K
|
29.5K
$11.3M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.17KNew |
$214K - $269K
|
1.17K
$446K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
1.16KNew |
$213K - $268K
|
1.16K
$444K
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.16KNew |
$212K - $266K
|
1.16K
$441K
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
1.15K+ 14.4% |
$211K - $265K
|
9.15K
$3.49M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.15K+ 18.26% |
$210K - $264K
|
7.44K
$2.84M
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.14K+ 31.26% |
$208K - $262K
|
4.78K
$1.82M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.13KNew |
$207K - $261K
|
1.13K
$433K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.13K+ 129.37% |
$207K - $260K
|
2.01K
$766K
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.13KNew |
$206K - $259K
|
1.13K
$429K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.12K+ 25.25% |
$205K - $258K
|
5.57K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.12K+ 1.52% |
$205K - $258K
|
74.7K
$28.5M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.12KNew |
$204K - $257K
|
1.12K
$426K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.11K+ 24.12% |
$203K - $255K
|
5.71K
$2.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.11K+ 14.76% |
$203K - $255K
|
8.62K
$3.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$202K - $254K
|
1.11K
$422K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.1K+ 1.03% |
$201K - $253K
|
108K
$41.3M
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.1K+ 42.64% |
$201K - $253K
|
3.68K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.1KNew |
$201K - $253K
|
1.1K
$420K
|
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.1K+ 10.19% |
$201K - $253K
|
11.9K
$4.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.09K+ 11.67% |
$200K - $251K
|
10.5K
$3.99M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 2.14% |
$199K - $250K
|
51.9K
$19.8M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.09KNew |
$199K - $250K
|
1.09K
$415K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
1.08K+ 9.95% |
$198K - $249K
|
12K
$4.57M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.08K+ 26.92% |
$197K - $248K
|
5.08K
$1.94M
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.08K+ 23.75% |
$197K - $247K
|
5.6K
$2.14M
|