Purchases and Sales Made in Q2 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
321+ 1.7% |
$57.4K - $75.5K
|
19.2K
$7.55M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
317+ 3.5% |
$56.6K - $74.5K
|
9.37K
$3.68M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
315+ 0.23% |
$56.3K - $74.1K
|
135K
$52.9M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
315+ 5.52% |
$56.3K - $74.1K
|
6.02K
$2.37M
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
315+ 6.46% |
$56.3K - $74.1K
|
5.19K
$2.04M
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
BUY
|
- |
314+ 1.06% |
$56.1K - $73.8K
|
29.9K
$11.8M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
314+ 1.06% |
$56.1K - $73.8K
|
29.8K
$11.7M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
312+ 3.52% |
$55.7K - $73.3K
|
9.18K
$3.61M
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
311+ 1.25% |
$55.6K - $73.1K
|
25.2K
$9.92M
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
310+ 0.15% |
$55.4K - $72.9K
|
211K
$83.1M
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
303+ 1.51% |
$54.1K - $71.2K
|
20.4K
$8.02M
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
300+ 12.72% |
$53.6K - $70.5K
|
2.66K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
300+ 23.85% |
$53.6K - $70.5K
|
1.56K
$613K
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
300+ 8.82% |
$53.6K - $70.5K
|
3.7K
$1.45M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
296+ 24.83% |
$52.9K - $69.6K
|
1.49K
$585K
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
296+ 26.31% |
$52.9K - $69.6K
|
1.42K
$559K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
293+ 5.51% |
$52.4K - $68.9K
|
5.61K
$2.2M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
290+ 80.33% |
$51.8K - $68.2K
|
651
$256K
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
290+ 1.24% |
$51.8K - $68.2K
|
23.6K
$9.28M
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
289+ 0.02% |
$51.6K - $67.9K
|
1.69M
$663M
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
285+ 0.41% |
$50.9K - $67K
|
70.5K
$27.7M
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
284+ 1.27% |
$50.7K - $66.8K
|
22.6K
$8.91M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
280+ 0.59% |
$50K - $65.8K
|
47.5K
$18.7M
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
277+ 2.02% |
$49.5K - $65.1K
|
14K
$5.5M
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
277+ 4.16% |
$49.5K - $65.1K
|
6.93K
$2.73M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
277+ 10.35% |
$49.5K - $65.1K
|
2.95K
$1.16M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
275+ 21.7% |
$49.1K - $64.6K
|
1.54K
$606K
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
275+ 0.25% |
$49.1K - $64.6K
|
110K
$43.4M
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
270+ 24.19% |
$48.2K - $63.5K
|
1.39K
$545K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
269+ 0.7% |
$48.1K - $63.2K
|
38.7K
$15.2M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
267+ 4.96% |
$47.7K - $62.8K
|
5.65K
$2.22M
|
|
Jul 19, 2022
Q2 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
265+ 2.33% |
$47.3K - $62.3K
|
11.6K
$4.58M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
263+ 8.5% |
$47K - $61.8K
|
3.36K
$1.32M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
263+ 13.71% |
$47K - $61.8K
|
2.18K
$858K
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
263+ 3.25% |
$47K - $61.8K
|
8.35K
$3.28M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
262+ 3.35% |
$46.8K - $61.6K
|
8.08K
$3.18M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
261+ 0.24% |
$46.6K - $61.4K
|
109K
$42.7M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
259+ 4.67% |
$46.3K - $60.9K
|
5.8K
$2.28M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
258+ 7.07% |
$46.1K - $60.7K
|
3.91K
$1.54M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
257+ 18.64% |
$45.9K - $60.4K
|
1.64K
$643K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
256+ 7.21% |
$45.7K - $60.2K
|
3.81K
$1.5M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
256+ 7.88% |
$45.7K - $60.2K
|
3.51K
$1.38M
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
256+ 8.99% |
$45.7K - $60.2K
|
3.1K
$1.22M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
255+ 194.66% |
$45.6K - $59.9K
|
386
$152K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
255+ 10.67% |
$45.6K - $59.9K
|
2.64K
$1.04M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
250New |
$44.7K - $58.8K
|
250
$98.3K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
247+ 8.74% |
$44.1K - $58.1K
|
3.07K
$1.21M
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
245+ 5.37% |
$43.8K - $57.6K
|
4.81K
$1.89M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
244+ 1.95% |
$43.6K - $57.4K
|
12.8K
$5.02M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
241+ 8.59% |
$43.1K - $56.7K
|
3.05K
$1.2M
|