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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
155+ 2.62% |
$25.2K - $30.7K
|
6.07K
$2.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
154+ 19.4% |
$25K - $30.5K
|
948
$383K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
152+ 9.37% |
$24.7K - $30.1K
|
1.77K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
152+ 2.61% |
$24.7K - $30.1K
|
5.97K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
151+ 7.68% |
$24.5K - $29.9K
|
2.12K
$854K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
150+ 1.31% |
$24.4K - $29.7K
|
11.6K
$4.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
150+ 16.67% |
$24.4K - $29.7K
|
1.05K
$424K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
150+ 3.46% |
$24.4K - $29.7K
|
4.48K
$1.81M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
149+ 11.44% |
$24.2K - $29.5K
|
1.45K
$586K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
147+ 2.69% |
$23.9K - $29.1K
|
5.61K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
145+ 0.54% |
$23.6K - $28.7K
|
26.8K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
145+ 11.35% |
$23.6K - $28.7K
|
1.42K
$574K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
142+ 6.91% |
$23.1K - $28.2K
|
2.2K
$887K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
139New |
$22.6K - $27.6K
|
139
$56.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
139+ 7.14% |
$22.6K - $27.6K
|
2.09K
$842K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
138+ 1.55% |
$22.4K - $27.4K
|
9.04K
$3.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
138+ 11.26% |
$22.4K - $27.4K
|
1.36K
$551K
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
137+ 2.37% |
$22.3K - $27.2K
|
5.92K
$2.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
135+ 2.54% |
$21.9K - $26.8K
|
5.46K
$2.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
134+ 5.34% |
$21.8K - $26.6K
|
2.64K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
134+ 8.73% |
$21.8K - $26.6K
|
1.67K
$674K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
134+ 9.85% |
$21.8K - $26.6K
|
1.49K
$603K
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
132+ 1.96% |
$21.4K - $26.2K
|
6.87K
$2.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
129+ 6.82% |
$21K - $25.6K
|
2.02K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
128+ 0.98% |
$20.8K - $25.4K
|
13.2K
$5.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
126+ 0.48% |
$20.5K - $25K
|
26.5K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126+ 0.07% |
$20.5K - $25K
|
168K
$67.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
125+ 8.11% |
$20.3K - $24.8K
|
1.67K
$673K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 4.92% |
$20.3K - $24.8K
|
2.67K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
125+ 0.75% |
$20.3K - $24.8K
|
16.8K
$6.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
124+ 2.17% |
$20.1K - $24.6K
|
5.84K
$2.36M
|
|
|
Nov 09, 2022
Q3 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
123+ 0.1% |
$20K - $24.4K
|
120K
$48.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
118+ 5.5% |
$19.2K - $23.4K
|
2.27K
$914K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
117+ 1.37% |
$19K - $23.2K
|
8.64K
$3.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
117+ 6.36% |
$19K - $23.2K
|
1.96K
$790K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
116+ 1.05% |
$18.8K - $23K
|
11.2K
$4.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
113+ 3.31% |
$18.4K - $22.4K
|
3.53K
$1.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
112+ 1.07% |
$18.2K - $22.2K
|
10.6K
$4.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
109+ 2.19% |
$17.7K - $21.6K
|
5.08K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
109+ 0.57% |
$17.7K - $21.6K
|
19.3K
$7.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
108+ 2.97% |
$17.5K - $21.4K
|
3.75K
$1.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
107+ 1.04% |
$17.4K - $21.2K
|
10.4K
$4.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
106+ 3.04% |
$17.2K - $21K
|
3.6K
$1.45M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
106+ 20.7% |
$17.2K - $21K
|
618
$249K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
105+ 4.45% |
$17.1K - $20.8K
|
2.47K
$996K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
104+ 2.5% |
$16.9K - $20.6K
|
4.26K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
103+ 1.53% |
$16.7K - $20.4K
|
6.83K
$2.76M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
102+ 1.99% |
$16.6K - $20.2K
|
5.23K
$2.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101+ 3.29% |
$16.4K - $20K
|
3.17K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
101+ 6.03% |
$16.4K - $20K
|
1.78K
$717K
|