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 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.94K+ 0.89% |
$478K - $583K
|
332K
$135M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.94K+ 146.29% |
$477K - $583K
|
4.95K
$2.02M
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 7.52% |
$474K - $578K
|
41.7K
$17M
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.89K+ 10.92% |
$469K - $573K
|
29.4K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$463K - $566K
|
2.85K
$1.16M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.85K+ 31.85% |
$463K - $565K
|
11.8K
$4.81M
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.83K+ 17.16% |
$460K - $561K
|
19.3K
$7.88M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.8K+ 11.17% |
$455K - $555K
|
27.9K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.76K+ 12.72% |
$449K - $548K
|
24.5K
$9.99M
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
2.68K+ 6.09% |
$435K - $531K
|
46.7K
$19M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.66K+ 15.98% |
$432K - $527K
|
19.3K
$7.87M
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.65K+ 12.12% |
$431K - $526K
|
24.5K
$10M
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
BUY
|
- |
2.6K+ 13.45% |
$422K - $515K
|
21.9K
$8.94M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 1162.78% |
$421K - $514K
|
2.82K
$1.15M
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$420K - $512K
|
2.59K
$1.05M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 0.96% |
$416K - $507K
|
268K
$109M
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.52K+ 1.21% |
$409K - $499K
|
210K
$85.5M
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
2.5KNew |
$406K - $496K
|
2.5K
$1.02M
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.45K+ 6.22% |
$398K - $486K
|
41.8K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.44K+ 110.17% |
$396K - $483K
|
4.65K
$1.9M
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.38K+ 0.13% |
$386K - $472K
|
1.86M
$760M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.36K+ 37.33% |
$383K - $468K
|
8.68K
$3.54M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.32K+ 48.78% |
$377K - $460K
|
7.08K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 0.54% |
$374K - $456K
|
428K
$174M
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
BUY
|
- |
2.24K+ 24.92% |
$363K - $443K
|
11.2K
$4.57M
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.23K+ 4.68% |
$363K - $443K
|
50K
$20.4M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.21K+ 5.0% |
$359K - $438K
|
46.4K
$18.9M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.2K+ 5.95% |
$357K - $436K
|
39.1K
$16M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.18K+ 7.2% |
$354K - $432K
|
32.4K
$13.2M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.18KNew |
$353K - $431K
|
2.18K
$887K
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.15K+ 19.42% |
$349K - $425K
|
13.2K
$5.38M
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.14KNew |
$348K - $424K
|
2.14K
$873K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.14K+ 2.95% |
$348K - $424K
|
74.8K
$30.5M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.11K+ 3.21% |
$343K - $419K
|
68K
$27.7M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.1K+ 27.74% |
$341K - $417K
|
9.68K
$3.95M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
2.1K+ 336.0% |
$341K - $416K
|
2.73K
$1.11M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.06K+ 3.76% |
$335K - $409K
|
56.9K
$23.2M
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.06K+ 41.55% |
$335K - $408K
|
7.02K
$2.86M
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.06KNew |
$334K - $408K
|
2.06K
$839K
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.06K+ 1.73% |
$334K - $408K
|
121K
$49.2M
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 4.9% |
$329K - $402K
|
43.4K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.03K+ 5.71% |
$329K - $402K
|
37.5K
$15.3M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
2.03K+ 6.02% |
$329K - $402K
|
35.7K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.02K+ 3.43% |
$329K - $401K
|
61K
$24.9M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 19.55% |
$329K - $401K
|
12.4K
$5.05M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.01K+ 86.07% |
$327K - $399K
|
4.35K
$1.78M
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
2K+ 49.38% |
$325K - $397K
|
6.05K
$2.47M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.98K+ 8.62% |
$321K - $392K
|
24.9K
$10.2M
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.96K+ 1.39% |
$318K - $389K
|
143K
$58.3M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.96KNew |
$318K - $388K
|
1.96K
$799K
|