Purchases and Sales Made in Q3 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 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
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
455
+ 22.61%
$73.9K - $90.2K
2.47K $1.01M
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
451
+ 5.33%
$73.3K - $89.4K
8.92K $3.64M
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
451
+ 13.64%
$73.3K - $89.4K
3.76K $1.53M
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
450
New
$73.1K - $89.2K
450 $184K
Oct 17, 2022 Q3 2022
Seven Bridge Financial Group, LLC

BUY
 -
449
+ 9.17%
$72.9K - $89K
5.34K $2.18M
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
446
+ 15.33%
$72.4K - $88.4K
3.36K $1.37M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
440
+ 1.92%
$71.5K - $87.2K
23.4K $9.54M
Oct 11, 2022 Q3 2022
Indiana Trust & Investment Management CO

BUY
 -
438
+ 12.59%
$71.1K - $86.8K
3.92K $1.6M
Oct 17, 2022 Q3 2022
La Fleur & Godfrey LLC

BUY
 -
431
+ 0.81%
$70K - $85.4K
53.6K $21.8M
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
421
+ 6.23%
$68.4K - $83.5K
7.18K $2.93M
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
416
+ 2.97%
$67.6K - $82.5K
14.4K $5.88M
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
411
+ 4.25%
$66.8K - $81.5K
10.1K $4.11M
Oct 11, 2022 Q3 2022
Novare Capital Management LLC

BUY
 -
406
+ 22.36%
$66K - $80.5K
2.22K $906K
Nov 14, 2022 Q3 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
406
+ 30.99%
$66K - $80.5K
1.72K $700K
Nov 09, 2022 Q3 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
398
+ 13.32%
$64.7K - $78.9K
3.39K $1.38M
Nov 08, 2022 Q3 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
395
+ 0.51%
$64.2K - $78.3K
77.5K $31.6M
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
394
+ 16.31%
$64K - $78.1K
2.81K $1.15M
Nov 08, 2022 Q3 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
388
+ 7.22%
$63K - $76.9K
5.76K $2.35M
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
382
+ 5.06%
$62.1K - $75.7K
7.93K $3.24M
Oct 04, 2022 Q3 2022
Private Asset Management Inc

BUY
 -
380
+ 6.32%
$61.7K - $75.3K
6.4K $2.61M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
380
+ 7.15%
$61.7K - $75.3K
5.69K $2.32M
Nov 10, 2022 Q3 2022
L2 Asset Management, LLC

Wayland, MA
BUY
 -
376
+ 24.53%
$61.1K - $74.5K
1.91K $779K
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
374
+ 3.39%
$60.8K - $74.1K
11.4K $4.65M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
371
+ 25.31%
$60.3K - $73.6K
1.84K $749K
Nov 09, 2022 Q3 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
371
+ 17.53%
$60.3K - $73.6K
2.49K $1.01M
Nov 09, 2022 Q3 2022
Mufg Securities Emea PLC

London, X0
BUY
 -
370
+ 37.99%
$60.1K - $73.4K
1.34K $548K
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
367
+ 9.98%
$59.6K - $72.8K
4.04K $1.65M
Nov 10, 2022 Q3 2022
Beck Bode, LLC

BUY
 -
365
+ 16.11%
$59.3K - $72.4K
2.63K $1.07M
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
363
+ 4.18%
$59K - $72K
9.06K $3.69M
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
359
+ 3.61%
$58.3K - $71.2K
10.3K $4.21M
Nov 08, 2022 Q3 2022
9258 Wealth Management, LLC

BUY
 -
357
+ 12.09%
$58K - $70.8K
3.31K $1.35M
Oct 17, 2022 Q3 2022
Capital Advisors Inc

BUY
 -
356
+ 16.32%
$57.8K - $70.6K
2.54K $1.04M
Oct 11, 2022 Q3 2022
Woodstock Corp

BUY
 -
350
+ 10.53%
$56.9K - $69.4K
3.68K $1.5M
May 23, 2024 Q3 2022
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
344
+ 0.85%
$55.9K - $68.2K
40.6K $16.6M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
333
+ 24.61%
$54.1K - $66K
1.69K $688K
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
331
+ 7.81%
$53.8K - $65.6K
4.57K $1.86M
Oct 14, 2022 Q3 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
329
+ 9.87%
$53.4K - $65.2K
3.66K $1.49M
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
326
+ 0.92%
$53K - $64.6K
35.8K $14.6M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
325
+ 16.42%
$52.8K - $64.4K
2.3K $940K
Nov 10, 2022 Q3 2022
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
324
+ 3.74%
$52.6K - $64.2K
9K $3.67M
Nov 02, 2022 Q3 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
321
+ 15.45%
$52.1K - $63.6K
2.4K $978K
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
321
+ 21.97%
$52.1K - $63.6K
1.78K $727K
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
318
+ 7.51%
$51.7K - $63K
4.56K $1.86M
Nov 14, 2022 Q3 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
317
+ 2.52%
$51.5K - $62.8K
12.9K $5.26M
Nov 14, 2022 Q3 2022
Menard Financial Group LLC

Houston, TX
BUY
 -
313
+ 8.3%
$50.8K - $62.1K
4.08K $1.66M
Nov 10, 2022 Q3 2022
Harvest Volatility Management LLC

BUY
 -
308
+ 4.81%
$50K - $61.1K
6.71K $2.74M
Oct 21, 2022 Q3 2022
First Dallas Securities Inc.

BUY
 -
301
+ 4.04%
$48.9K - $59.7K
7.76K $3.16M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
301
New
$48.9K - $59.7K
301 $123K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
301
+ 4.91%
$48.9K - $59.7K
6.43K $2.62M

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