Purchases and Sales Made in Q2 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 03, 2022 Q2 2022
Janney Capital Management LLC

BUY
 -
681
+ 0.92%
$122K - $160K
74.5K $27M
Jul 01, 2022 Q2 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
668
+ 2.39%
$119K - $157K
28.6K $10.4M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
653
+ 0.69%
$117K - $154K
94.7K $34.3M
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

BUY
 -
649
+ 4.84%
$116K - $153K
14.1K $5.09M
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
640
+ 28.0%
$114K - $150K
2.93K $1.06M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
631
+ 41.95%
$113K - $148K
2.14K $773K
Jul 15, 2022 Q2 2022
Ritholtz Wealth Management

BUY
 -
630
+ 10.88%
$113K - $148K
6.42K $2.32M
Aug 05, 2022 Q2 2022
Deseret Mutual Benefit Administrators

BUY
 -
628
+ 10.15%
$112K - $148K
6.81K $2.47M
Aug 16, 2022 Q2 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
625
+ 9.03%
$112K - $147K
7.55K $2.73M
Aug 11, 2022 Q2 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
621
+ 0.57%
$111K - $146K
109K $39.5M
Feb 27, 2023 Q2 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
612
+ 1.53%
$109K - $144K
40.7K $14.7M
Aug 08, 2022 Q2 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
611
+ 13.39%
$109K - $144K
5.17K $1.87M
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
610
+ 1.26%
$109K - $143K
49.1K $17.8M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
604
+ 22.79%
$108K - $142K
3.25K $1.18M
Aug 09, 2022 Q2 2022
Dmg Group, LLC

Birmingham, AL
BUY
 -
601
+ 18.46%
$107K - $141K
3.86K $1.4M
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
598
+ 10.6%
$107K - $141K
6.24K $2.26M
Aug 01, 2022 Q2 2022
Empirical Finance, LLC

BUY
 -
587
+ 5.61%
$105K - $138K
11K $4M
Aug 10, 2022 Q2 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
582
+ 9.72%
$104K - $137K
6.57K $2.38M
Aug 05, 2022 Q2 2022
Dakota Wealth Management

BUY
 -
575
+ 31.61%
$103K - $135K
2.39K $867K
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
570
+ 22.85%
$102K - $134K
3.07K $1.11M
Aug 12, 2022 Q2 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
570
+ 0.62%
$102K - $134K
92.5K $33.5M
Aug 05, 2022 Q2 2022
Convergence Investment Partners, LLC

BUY
 -
567
+ 10.06%
$101K - $133K
6.2K $2.25M
Jul 15, 2022 Q2 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
565
+ 10.84%
$101K - $133K
5.78K $2.09M
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
562
+ 4.83%
$100K - $132K
12.2K $4.42M
Jul 29, 2022 Q2 2022
Mitchell Capital Management CO

BUY
 -
554
+ 3.96%
$99K - $130K
14.5K $5.26M
Aug 01, 2022 Q2 2022
Pflug Koory, LLC

BUY
 -
542
+ 4.33%
$96.8K - $127K
13.1K $4.72M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
540
+ 19.31%
$96.5K - $127K
3.34K $1.21M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
540
+ 5.9%
$96.5K - $127K
9.7K $3.51M
Aug 15, 2022 Q2 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
537
+ 7.91%
$95.9K - $126K
7.33K $2.65M
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
534
+ 5.63%
$95.4K - $126K
10K $3.63M
Jul 18, 2022 Q2 2022
Patten Group, Inc.

BUY
 -
533
+ 55.12%
$95.2K - $125K
1.5K $543K
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

BUY
 -
532
+ 13.02%
$95.1K - $125K
4.62K $1.67M
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
531
+ 4.44%
$94.9K - $125K
12.5K $4.52M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
524
+ 3.45%
$93.6K - $123K
15.7K $5.68M
Aug 03, 2022 Q2 2022
Harvest Volatility Management LLC

BUY
 -
515
+ 8.75%
$92K - $121K
6.4K $2.32M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
514
+ 15.27%
$91.8K - $121K
3.88K $1.4M
Aug 12, 2022 Q2 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
508
+ 2.73%
$90.8K - $119K
19.1K $6.92M
Aug 15, 2022 Q2 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
506
New
$90.4K - $119K
506 $183K
Jul 22, 2022 Q2 2022
Orion Capital Management LLC

BUY
 -
500
+ 135.5%
$89.3K - $118K
869 $315K
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
495
+ 4.82%
$88.4K - $116K
10.8K $3.9M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
492
New
$87.9K - $116K
492 $178K
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
483
+ 13.68%
$86.3K - $114K
4.01K $1.45M
Aug 11, 2022 Q2 2022
Shelton Capital Management

Denver, CO
BUY
 -
482
+ 3.48%
$86.1K - $113K
14.3K $5.18M
Jul 13, 2022 Q2 2022
Franklin Street Advisors Inc

BUY
 -
478
+ 7.33%
$85.4K - $112K
7K $2.53M
Aug 02, 2022 Q2 2022
Patten & Patten Inc

BUY
 -
476
+ 13.71%
$85K - $112K
3.95K $1.43M
Jul 27, 2022 Q2 2022
Marion Wealth Management

BUY
 -
469
+ 26.59%
$83.8K - $110K
2.23K $808K
Jul 19, 2022 Q2 2022
Cutler Investment Counsel LLC

BUY
 -
467
+ 0.56%
$83.4K - $110K
83.9K $30.4M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
461
+ 1.06%
$82.4K - $108K
43.8K $15.9M
Aug 11, 2022 Q2 2022
Argent Trust CO

Nashville, TN
BUY
 -
458
+ 5.05%
$81.8K - $108K
9.53K $3.45M

Track Institutional and Insider Activities on CAT

Follow CATERPILLAR INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CAT shares.

Notify only if

Insider Trading

Get notified when an Caterpillar Inc insider buys or sells CAT shares.

Notify only if

News

Receive news related to CATERPILLAR INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CAT