Purchases and Sales Made in Q3 2022 in Caterpillar Inc (CAT)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
207+ 13.8% |
$33.6K - $41K
|
1.71K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
206+ 7.05% |
$33.5K - $40.8K
|
3.13K
$1.26M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
205+ 10.22% |
$33.3K - $40.6K
|
2.21K
$893K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
205+ 1.36% |
$33.3K - $40.6K
|
15.3K
$6.16M
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
204+ 0.9% |
$33.1K - $40.4K
|
22.9K
$9.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
202+ 7.64% |
$32.8K - $40K
|
2.85K
$1.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$32.5K - $39.7K
|
200
$80.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
200+ 10.96% |
$32.5K - $39.7K
|
2.03K
$817K
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
200+ 3.11% |
$32.5K - $39.7K
|
6.62K
$2.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$32.5K - $39.7K
|
200
$80.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
200+ 2.21% |
$32.5K - $39.7K
|
9.25K
$3.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
200+ 11.41% |
$32.5K - $39.7K
|
1.95K
$788K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
200+ 11.41% |
$32.5K - $39.7K
|
1.95K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
198+ 2.89% |
$32.2K - $39.3K
|
7.06K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
195+ 3.6% |
$31.7K - $38.7K
|
5.61K
$2.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193+ 1.15% |
$31.4K - $38.3K
|
17K
$6.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
192+ 12.97% |
$31.2K - $38.1K
|
1.67K
$675K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
191+ 2.76% |
$31K - $37.9K
|
7.12K
$2.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
190+ 2.75% |
$30.9K - $37.7K
|
7.11K
$2.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
188+ 4.49% |
$30.5K - $37.3K
|
4.37K
$1.77M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
187+ 8.24% |
$30.4K - $37.1K
|
2.46K
$992K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
185+ 2.37% |
$30.1K - $36.7K
|
8.01K
$3.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
183+ 6.4% |
$29.7K - $36.3K
|
3.04K
$1.23M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
183+ 23.14% |
$29.7K - $36.3K
|
974
$393K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
182+ 5.22% |
$29.6K - $36.1K
|
3.67K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
182+ 33.27% |
$29.6K - $36.1K
|
729
$294K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
181+ 5.35% |
$29.4K - $35.9K
|
3.56K
$1.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
178+ 2.99% |
$28.9K - $35.3K
|
6.14K
$2.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
178+ 0.72% |
$28.9K - $35.3K
|
25.1K
$10.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
176+ 15.52% |
$28.6K - $34.9K
|
1.31K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
176+ 10.51% |
$28.6K - $34.9K
|
1.85K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
175+ 4.64% |
$28.4K - $34.7K
|
3.94K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
173+ 11.87% |
$28.1K - $34.3K
|
1.63K
$658K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
172+ 9.19% |
$27.9K - $34.1K
|
2.04K
$825K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
170+ 2.29% |
$27.6K - $33.7K
|
7.58K
$3.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
170+ 1.19% |
$27.6K - $33.7K
|
14.5K
$5.85M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
170+ 10.08% |
$27.6K - $33.7K
|
1.86K
$749K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
166+ 7.87% |
$27K - $32.9K
|
2.28K
$918K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
164+ 1.35% |
$26.6K - $32.5K
|
12.3K
$4.98M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
164+ 0.61% |
$26.6K - $32.5K
|
26.9K
$10.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162+ 5.23% |
$26.3K - $32.1K
|
3.26K
$1.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
162+ 8.49% |
$26.3K - $32.1K
|
2.07K
$836K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
161+ 2.3% |
$26.2K - $31.9K
|
7.15K
$2.88M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
161+ 2.27% |
$26.2K - $31.9K
|
7.26K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
159+ 12.61% |
$25.8K - $31.5K
|
1.42K
$573K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
158+ 11.5% |
$25.7K - $31.3K
|
1.53K
$618K
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
157+ 1.25% |
$25.5K - $31.1K
|
12.8K
$5.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
157+ 1.14% |
$25.5K - $31.1K
|
13.9K
$5.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
156+ 4.26% |
$25.3K - $30.9K
|
3.82K
$1.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
155+ 5.04% |
$25.2K - $30.7K
|
3.23K
$1.3M
|