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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.92K+ 1.95% |
$962K - $1.17M
|
310K
$123M
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
5.87K+ 159.06% |
$953K - $1.16M
|
9.55K
$3.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 13.43% |
$951K - $1.16M
|
49.4K
$19.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.73K+ 43.89% |
$931K - $1.14M
|
18.8K
$7.47M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.71K+ 42.33% |
$927K - $1.13M
|
19.2K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.65K+ 4.89% |
$917K - $1.12M
|
121K
$48.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.57K+ 2.15% |
$905K - $1.1M
|
265K
$105M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.47KNew |
$888K - $1.08M
|
5.47K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.4K+ 7.76% |
$877K - $1.07M
|
75K
$29.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.38K+ 1.14% |
$873K - $1.07M
|
476K
$189M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.28K+ 10.3% |
$858K - $1.05M
|
56.6K
$22.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.22K+ 128.18% |
$847K - $1.03M
|
9.29K
$3.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.21K+ 7.46% |
$846K - $1.03M
|
75K
$29.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$828K - $1.01M
|
5.1K
$2.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.05KNew |
$820K - $1M
|
5.05K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.03K+ 5.37% |
$817K - $998K
|
98.8K
$39.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.96K+ 3.29% |
$806K - $983K
|
156K
$61.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.9KNew |
$795K - $971K
|
4.9K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.82K+ 154.48% |
$782K - $955K
|
7.93K
$3.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.73K+ 3.01% |
$768K - $937K
|
161K
$64.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.48K+ 94.0% |
$728K - $889K
|
9.25K
$3.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.36K+ 7.91% |
$709K - $865K
|
59.5K
$23.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.25K+ 6.03% |
$690K - $842K
|
74.7K
$29.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.05K+ 11.69% |
$657K - $802K
|
38.7K
$15.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.02K+ 83.84% |
$652K - $796K
|
8.8K
$3.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4K+ 1.17% |
$650K - $793K
|
344K
$137M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.89K+ 3.57% |
$633K - $772K
|
113K
$44.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
3.63KNew |
$589K - $719K
|
3.63K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.6K+ 12.81% |
$585K - $714K
|
31.7K
$12.6M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.57K+ 6.83% |
$579K - $707K
|
55.8K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.56K+ 19.87% |
$578K - $706K
|
21.5K
$8.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
3.55K+ 92.86% |
$577K - $704K
|
7.38K
$2.93M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.54K+ 21.49% |
$575K - $702K
|
20K
$7.96M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3.53K+ 3.99% |
$574K - $700K
|
92K
$36.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.48K+ 70.86% |
$566K - $691K
|
8.4K
$3.34M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.48K+ 70.86% |
$566K - $691K
|
8.4K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.43K+ 140.39% |
$557K - $679K
|
5.87K
$2.33M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 70.45% |
$549K - $670K
|
8.18K
$3.25M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
3.33K+ 3.78% |
$541K - $661K
|
91.5K
$36.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
3.3KNew |
$536K - $654K
|
3.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.2KNew |
$520K - $635K
|
3.2K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.17K+ 9.3% |
$514K - $627K
|
37.2K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.12K+ 5.88% |
$507K - $619K
|
56.3K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.12K+ 16.28% |
$506K - $618K
|
22.3K
$8.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.04K+ 5.32% |
$494K - $603K
|
60.2K
$23.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
3KNew |
$488K - $595K
|
3K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.98KNew |
$484K - $591K
|
2.98K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.97K+ 34.29% |
$483K - $589K
|
11.6K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.94K+ 25.62% |
$478K - $583K
|
14.4K
$5.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.94K+ 0.89% |
$478K - $583K
|
332K
$132M
|