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 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3+ 0.03% |
$487 - $595
|
10K
$4.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.07% |
$487 - $595
|
4.3K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.03% |
$487 - $595
|
11.3K
$4.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
BUY
|
- |
3+ 0.12% |
$487 - $595
|
2.41K
$978K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.15% |
$487 - $595
|
2.03K
$824K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.46% |
$487 - $595
|
657
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.11% |
$487 - $595
|
2.75K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 0.14% |
$487 - $595
|
2.22K
$900K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$487 - $595
|
5.51K
$2.24M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.59% |
$487 - $595
|
509
$207K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$325 - $397
|
1.78K
$722K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.6% |
$325 - $397
|
334
$136K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.42% |
$325 - $397
|
482
$196K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.05% |
$325 - $397
|
3.95K
$1.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$325 - $397
|
1.74K
$707K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.1% |
$325 - $397
|
1.91K
$774K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.35% |
$325 - $397
|
576
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.06% |
$325 - $397
|
3.3K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.16% |
$325 - $397
|
1.24K
$502K
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$162 - $198
|
2.05K
$833K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.01% |
$162 - $198
|
8.1K
$3.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.05% |
$162 - $198
|
2.04K
$829K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
1+ 0.03% |
$162 - $198
|
3.88K
$1.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$162 - $198
|
3.23K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$162 - $198
|
1.49K
$605K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$162 - $198
|
3.14K
$1.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.61% |
$162 - $198
|
165
$67K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.56% |
$162 - $198
|
178
$72.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$162 - $198
|
2.6K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$162 - $198
|
8.01K
$3.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.06% |
$162 - $198
|
1.6K
$651K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.05% |
$162 - $198
|
2.09K
$848K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.02% |
$162 - $198
|
4.49K
$1.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$162 - $198
|
1.29K
$523K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.05% |
$162 - $198
|
1.87K
$758K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.46% |
$162 - $198
|
219
$88.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.02% |
$162 - $198
|
4.19K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$162 - $198
|
1.27K
$515K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.46% |
$162 - $198
|
219
$88.9K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$162 - $198
|
1.94K
$788K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 0.02% |
$162 - $198
|
4.04K
$1.64M
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1- 0.04% |
$162 - $198
|
2.55K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-1- 0.06% |
$162 - $198
|
1.66K
$673K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.06% |
$162 - $198
|
1.56K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.53% |
$162 - $198
|
187
$75.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2- 0.07% |
$325 - $397
|
3K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.29% |
$325 - $397
|
686
$279K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2- 1.4% |
$325 - $397
|
141
$57.3K
|