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 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
63+ 0.71% |
$10.2K - $12.5K
|
8.91K
$3.62M
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
62+ 1.69% |
$10.1K - $12.3K
|
3.72K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
62+ 3.76% |
$10.1K - $12.3K
|
1.71K
$694K
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
61+ 0.4% |
$9.91K - $12.1K
|
15.2K
$6.18M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
61+ 1.34% |
$9.91K - $12.1K
|
4.61K
$1.87M
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
59+ 3.88% |
$9.58K - $11.7K
|
1.58K
$641K
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.54% |
$9.26K - $11.3K
|
10.7K
$4.34M
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
56+ 0.54% |
$9.1K - $11.1K
|
10.4K
$4.21M
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
56+ 2.42% |
$9.1K - $11.1K
|
2.37K
$963K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
55+ 0.74% |
$8.93K - $10.9K
|
7.52K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
54+ 0.27% |
$8.77K - $10.7K
|
20.1K
$8.18M
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
53+ 0.1% |
$8.61K - $10.5K
|
51.3K
$20.8M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
53+ 4.21% |
$8.61K - $10.5K
|
1.31K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 2.03% |
$8.61K - $10.5K
|
2.66K
$1.08M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
53+ 0.81% |
$8.61K - $10.5K
|
6.62K
$2.69M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
51+ 0.34% |
$8.28K - $10.1K
|
15.1K
$6.12M
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
51+ 3.79% |
$8.28K - $10.1K
|
1.4K
$568K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
51+ 13.21% |
$8.28K - $10.1K
|
437
$177K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
50+ 19.53% |
$8.12K - $9.91K
|
306
$124K
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$8.12K - $9.91K
|
50
$20.3K
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
50+ 1.86% |
$8.12K - $9.91K
|
2.73K
$1.11M
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
49+ 4.97% |
$7.96K - $9.71K
|
1.03K
$420K
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
49+ 1.2% |
$7.96K - $9.71K
|
4.12K
$1.67M
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
48+ 1.45% |
$7.8K - $9.52K
|
3.36K
$1.36M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
48+ 0.88% |
$7.8K - $9.52K
|
5.5K
$2.23M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
46+ 0.93% |
$7.47K - $9.12K
|
4.97K
$2.02M
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
46+ 0.76% |
$7.47K - $9.12K
|
6.07K
$2.47M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 0.35% |
$7.47K - $9.12K
|
13K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
46+ 2.82% |
$7.47K - $9.12K
|
1.68K
$680K
|
|
Oct 19, 2022
Q3 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
45+ 0.23% |
$7.31K - $8.92K
|
19.7K
$8.01M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
43+ 84.31% |
$6.98K - $8.52K
|
94
$38.2K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
43+ 13.96% |
$6.98K - $8.52K
|
351
$143K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
42+ 0.57% |
$6.82K - $8.33K
|
7.44K
$3.02M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
42+ 1.05% |
$6.82K - $8.33K
|
4.04K
$1.64M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41New |
$6.66K - $8.13K
|
41
$16.7K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
41+ 2.1% |
$6.66K - $8.13K
|
2K
$811K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
40+ 4.56% |
$6.5K - $7.93K
|
917
$372K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
40+ 1.85% |
$6.5K - $7.93K
|
2.21K
$897K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40+ 1.05% |
$6.5K - $7.93K
|
3.85K
$1.56M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
38+ 0.32% |
$6.17K - $7.53K
|
12K
$4.88M
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 0.36% |
$6.01K - $7.34K
|
10.3K
$4.2M
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
37+ 0.19% |
$6.01K - $7.34K
|
19.8K
$8.05M
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
37+ 2.92% |
$6.01K - $7.34K
|
1.31K
$530K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
37+ 1.27% |
$6.01K - $7.34K
|
2.95K
$1.2M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
37+ 19.79% |
$6.01K - $7.34K
|
224
$91K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
37New |
$6.01K - $7.34K
|
37
$15K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
37+ 1.63% |
$6.01K - $7.34K
|
2.31K
$936K
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
36+ 1.48% |
$5.85K - $7.14K
|
2.46K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
36+ 0.66% |
$5.85K - $7.14K
|
5.48K
$2.23M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 1.26% |
$5.69K - $6.94K
|
2.81K
$1.14M
|