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 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 5.1% |
$1.78M - $2.17M
|
226K
$83.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.9K+ 4.2% |
$1.77M - $2.17M
|
271K
$101M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.9K+ 93.32% |
$1.77M - $2.16M
|
22.6K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
10.8K+ 148.05% |
$1.75M - $2.14M
|
18.1K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
10.7K+ 4.73% |
$1.74M - $2.13M
|
238K
$88.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$1.73M - $2.11M
|
10.7K
$3.96M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$1.71M - $2.09M
|
10.5K
$3.91M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.5K+ 56.79% |
$1.7M - $2.08M
|
28.9K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.3K+ 34.86% |
$1.67M - $2.04M
|
39.8K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.64M - $2M
|
10.1K
$3.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.99K+ 8.2% |
$1.62M - $1.98M
|
132K
$49M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
9.85KNew |
$1.6M - $1.95M
|
9.85K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.66K+ 206.81% |
$1.57M - $1.92M
|
14.3K
$5.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.65K+ 279.84% |
$1.57M - $1.91M
|
13.1K
$4.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.56K+ 16.33% |
$1.55M - $1.89M
|
68.1K
$25.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9.52KNew |
$1.55M - $1.89M
|
9.52K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
9.4K+ 273.26% |
$1.53M - $1.86M
|
12.8K
$4.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
9.13K+ 867.05% |
$1.48M - $1.81M
|
10.2K
$3.78M
|
|
|
Nov 17, 2022
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
9.11K+ 1.18% |
$1.48M - $1.81M
|
779K
$289M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.93K+ 10.44% |
$1.45M - $1.77M
|
94.5K
$35.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
8.89K+ 1743.73% |
$1.44M - $1.76M
|
9.4K
$3.49M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8.89K+ 211.27% |
$1.44M - $1.76M
|
13.1K
$4.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.87K+ 16.43% |
$1.44M - $1.76M
|
62.9K
$23.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
8.67K+ 509.28% |
$1.41M - $1.72M
|
10.4K
$3.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
8.5K+ 163.18% |
$1.38M - $1.69M
|
13.7K
$5.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
8.2K+ 8.14% |
$1.33M - $1.63M
|
109K
$40.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.19KNew |
$1.33M - $1.62M
|
8.19K
$3.04M
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
8.15K+ 35.03% |
$1.32M - $1.62M
|
31.4K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.14K+ 19.51% |
$1.32M - $1.61M
|
49.9K
$18.5M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.82KNew |
$1.27M - $1.55M
|
7.82K
$2.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.72K+ 32.84% |
$1.25M - $1.53M
|
31.2K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
7.47K+ 2.3% |
$1.21M - $1.48M
|
332K
$123M
|
|
|
Nov 10, 2022
Q3 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.2K+ 16.5% |
$1.17M - $1.43M
|
50.8K
$18.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
7.07KNew |
$1.15M - $1.4M
|
7.07K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.98K+ 1.56% |
$1.13M - $1.38M
|
456K
$169M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 15.76% |
$1.12M - $1.37M
|
50.7K
$18.8M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.9K+ 215.63% |
$1.12M - $1.37M
|
10.1K
$3.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.84K+ 52.11% |
$1.11M - $1.36M
|
20K
$7.42M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.82K+ 4.47% |
$1.11M - $1.35M
|
159K
$59.1M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.75K+ 1.87% |
$1.1M - $1.34M
|
368K
$137M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
6.74KNew |
$1.09M - $1.34M
|
6.74K
$2.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.55K+ 39.4% |
$1.06M - $1.3M
|
23.2K
$8.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
6.4KNew |
$1.04M - $1.27M
|
6.4K
$2.38M
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.31K+ 2.12% |
$1.02M - $1.25M
|
304K
$113M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.28K+ 11.55% |
$1.02M - $1.25M
|
60.7K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.19KNew |
$1.01M - $1.23M
|
6.19K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
6.1K+ 189.32% |
$991K - $1.21M
|
9.32K
$3.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.09K+ 38.88% |
$989K - $1.21M
|
21.7K
$8.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.03K+ 28.62% |
$979K - $1.19M
|
27.1K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5.95K+ 6.87% |
$966K - $1.18M
|
92.4K
$34.3M
|