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 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101+ 3.29% |
$16.4K - $20K
|
3.17K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
101+ 6.03% |
$16.4K - $20K
|
1.78K
$608K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
100+ 1.84% |
$16.2K - $19.8K
|
5.54K
$1.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100+ 23.53% |
$16.2K - $19.8K
|
525
$180K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
100+ 1.62% |
$16.2K - $19.8K
|
6.26K
$2.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$34.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$34.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
100+ 2.54% |
$16.2K - $19.8K
|
4.04K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
100+ 6.45% |
$16.2K - $19.8K
|
1.65K
$565K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 7.52% |
$16.2K - $19.8K
|
1.43K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
100+ 1.04% |
$16.2K - $19.8K
|
9.71K
$3.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$34.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
99+ 8.41% |
$16.1K - $19.6K
|
1.28K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
97+ 4.47% |
$15.8K - $19.2K
|
2.27K
$776K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
93+ 1.5% |
$15.1K - $18.4K
|
6.3K
$2.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
92+ 3.48% |
$14.9K - $18.2K
|
2.73K
$936K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
92+ 1.07% |
$14.9K - $18.2K
|
8.69K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 2.4% |
$14.8K - $18K
|
3.88K
$1.33M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
88+ 1.04% |
$14.3K - $17.4K
|
8.57K
$2.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
88+ 0.59% |
$14.3K - $17.4K
|
15K
$5.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
86+ 3.96% |
$14K - $17K
|
2.26K
$773K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
86+ 2.5% |
$14K - $17K
|
3.52K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
85+ 4.16% |
$13.8K - $16.9K
|
2.13K
$728K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
80+ 0.47% |
$13K - $15.9K
|
17.2K
$5.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
80+ 1.77% |
$13K - $15.9K
|
4.59K
$1.57M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
80+ 5.05% |
$13K - $15.9K
|
1.67K
$570K
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
79+ 0.03% |
$12.8K - $15.7K
|
296K
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
77New |
$12.5K - $15.3K
|
77
$26.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
75+ 0.89% |
$12.2K - $14.9K
|
8.52K
$2.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 1.25% |
$12.2K - $14.9K
|
6.1K
$2.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
75+ 5.31% |
$12.2K - $14.9K
|
1.49K
$509K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
74+ 4.43% |
$12K - $14.7K
|
1.75K
$598K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
73+ 5.44% |
$11.9K - $14.5K
|
1.42K
$485K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
72+ 1.77% |
$11.7K - $14.3K
|
4.14K
$1.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
72+ 0.78% |
$11.7K - $14.3K
|
9.26K
$3.17M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
72+ 0.75% |
$11.7K - $14.3K
|
9.71K
$3.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
72+ 6.03% |
$11.7K - $14.3K
|
1.27K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
72+ 5.38% |
$11.7K - $14.3K
|
1.41K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
72+ 2.64% |
$11.7K - $14.3K
|
2.8K
$960K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
71+ 0.45% |
$11.5K - $14.1K
|
15.7K
$5.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
70+ 5.71% |
$11.4K - $13.9K
|
1.3K
$443K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
70+ 3.18% |
$11.4K - $13.9K
|
2.27K
$778K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
70+ 0.99% |
$11.4K - $13.9K
|
7.12K
$2.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
70New |
$11.4K - $13.9K
|
70
$24K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
70+ 777.78% |
$11.4K - $13.9K
|
79
$27K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
70+ 3.21% |
$11.4K - $13.9K
|
2.25K
$772K
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
70+ 3.13% |
$11.4K - $13.9K
|
2.31K
$789K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
69+ 1.33% |
$11.2K - $13.7K
|
5.26K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
66+ 4.5% |
$10.7K - $13.1K
|
1.53K
$525K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
64+ 12.77% |
$10.4K - $12.7K
|
565
$193K
|