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 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.29K+ 8.64% |
$767K - $1.01M
|
54K
$21.1M
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.22KNew |
$754K - $992K
|
4.22K
$1.65M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.07K+ 562.38% |
$726K - $956K
|
4.79K
$1.87M
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.06K+ 2.29% |
$726K - $955K
|
181K
$70.8M
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.99KNew |
$713K - $938K
|
3.99K
$1.56M
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 111.24% |
$711K - $935K
|
7.56K
$2.95M
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.97K+ 4.09% |
$709K - $933K
|
101K
$39.4M
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.93KNew |
$703K - $924K
|
3.93K
$1.53M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.91K+ 21.31% |
$699K - $920K
|
22.3K
$8.69M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.9K+ 30.25% |
$697K - $918K
|
16.8K
$6.56M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.72K+ 7.34% |
$665K - $875K
|
54.4K
$21.2M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.7K+ 69.92% |
$661K - $870K
|
8.99K
$3.51M
|
|
Jul 28, 2022
Q2 2022
|
Gouws Capital LLC
|
BUY
|
- |
3.69KNew |
$659K - $867K
|
3.69K
$1.44M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.68K+ 6.46% |
$657K - $865K
|
60.6K
$23.7M
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.5KNew |
$625K - $823K
|
3.5K
$1.37M
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
3.49K+ 20.96% |
$624K - $821K
|
20.2K
$7.87M
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.48K+ 1.8% |
$622K - $819K
|
197K
$76.7M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.47KNew |
$619K - $815K
|
3.47K
$1.35M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.45K+ 6.67% |
$616K - $810K
|
55.1K
$21.5M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
3.41K+ 26.99% |
$609K - $802K
|
16K
$6.26M
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.29K+ 76.59% |
$587K - $772K
|
7.57K
$2.96M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.26K+ 173.52% |
$583K - $767K
|
5.15K
$2.01M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
3.25K+ 96.93% |
$581K - $765K
|
6.61K
$2.58M
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.22K+ 32.72% |
$575K - $757K
|
13.1K
$5.1M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.2KNew |
$572K - $752K
|
3.2K
$1.25M
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
3.1K+ 0.77% |
$555K - $730K
|
408K
$159M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.91K+ 1.56% |
$521K - $685K
|
189K
$73.9M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 1.76% |
$519K - $683K
|
168K
$65.6M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.84K+ 9.5% |
$508K - $668K
|
32.8K
$12.8M
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.83K+ 299.16% |
$506K - $666K
|
3.78K
$1.48M
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
2.81K+ 1.49% |
$502K - $661K
|
191K
$74.6M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 24.62% |
$500K - $657K
|
14.2K
$5.52M
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.79K+ 21.45% |
$498K - $655K
|
15.8K
$6.16M
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.73K+ 24.66% |
$488K - $642K
|
13.8K
$5.39M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.73KNew |
$488K - $642K
|
2.73K
$1.07M
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.68K+ 5.81% |
$478K - $629K
|
48.7K
$19M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.63K+ 10.35% |
$470K - $618K
|
28K
$10.9M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.62K+ 83.74% |
$468K - $616K
|
5.75K
$2.25M
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.58K+ 6.83% |
$461K - $606K
|
40.3K
$15.7M
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
BUY
|
- |
2.57K+ 20.13% |
$460K - $605K
|
15.4K
$5.99M
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.57K+ 13.96% |
$458K - $603K
|
21K
$8.18M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.56K+ 96.45% |
$457K - $601K
|
5.21K
$2.03M
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.53K+ 144.63% |
$453K - $596K
|
4.29K
$1.67M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.5K+ 29.62% |
$446K - $587K
|
10.9K
$4.27M
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.44KNew |
$436K - $574K
|
2.44K
$953K
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.4K+ 22.58% |
$429K - $564K
|
13K
$5.09M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.4K+ 11.13% |
$428K - $563K
|
23.9K
$9.33M
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.38K+ 1359.43% |
$425K - $559K
|
2.55K
$997K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.35K+ 0.37% |
$420K - $553K
|
637K
$248M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 6.43% |
$418K - $550K
|
38.7K
$15.1M
|