Purchases and Sales Made in Q3 2022 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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
Independent Advisor Alliance

BUY
 -
957
+ 1.49%
$155K - $190K
65.3K $26.6M
Jul 31, 2024 Q3 2022
First American Bank

Dundee, IL
BUY
 -
956
+ 67.85%
$155K - $190K
2.37K $965K
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
953
+ 7.03%
$155K - $189K
14.5K $5.91M
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
950
+ 26.63%
$154K - $188K
4.52K $1.84M
Oct 28, 2022 Q3 2022
State Of New Jersey Common Pension Fund D

BUY
 -
948
+ 0.3%
$154K - $188K
314K $128M
Oct 20, 2022 Q3 2022
First Premier Bank

BUY
 -
936
+ 936.0%
$152K - $186K
1.04K $423K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
932
+ 1.9%
$151K - $185K
50.1K $20.4M
Oct 21, 2022 Q3 2022
Foundry Partners, LLC

BUY
 -
925
+ 0.7%
$150K - $183K
133K $54.3M
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
920
+ 9.18%
$149K - $182K
10.9K $4.46M
Nov 10, 2022 Q3 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
918
+ 13.55%
$149K - $182K
7.69K $3.14M
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
901
+ 5.13%
$146K - $179K
18.5K $7.54M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
891
+ 1024.14%
$145K - $177K
978 $399K
Oct 13, 2022 Q3 2022
Welch Group, LLC

BUY
 -
885
+ 2.75%
$144K - $175K
33K $13.5M
Nov 10, 2022 Q3 2022
Richard C. Young & Co., Ltd.

BUY
 -
877
+ 1.68%
$142K - $174K
53.1K $21.7M
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
869
+ 24.79%
$141K - $172K
4.37K $1.78M
Oct 27, 2022 Q3 2022
Investors Asset Management Of Georgia Inc

BUY
 -
860
+ 12.05%
$140K - $170K
8K $3.26M
Oct 30, 2023 Q3 2022
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
858
New
$139K - $170K
858 $350K
Nov 14, 2022 Q3 2022
United Bank

Vienna, VA
BUY
 -
850
+ 16.43%
$138K - $169K
6.03K $2.46M
Nov 14, 2022 Q3 2022
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
849
+ 3.69%
$138K - $168K
23.9K $9.74M
Nov 10, 2022 Q3 2022
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
832
+ 11.68%
$135K - $165K
7.96K $3.24M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
831
+ 2.76%
$135K - $165K
30.9K $12.6M
Oct 17, 2022 Q3 2022
Perfromance Wealth Partners, LLC

BUY
 -
820
+ 8.63%
$133K - $163K
10.3K $4.21M
Nov 04, 2022 Q3 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
820
+ 7.63%
$133K - $163K
11.6K $4.72M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
815
+ 9.69%
$132K - $162K
9.22K $3.76M
Nov 14, 2022 Q3 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
810
+ 6.45%
$132K - $161K
13.4K $5.45M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
793
+ 11.06%
$129K - $157K
7.97K $3.25M
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
784
+ 2.8%
$127K - $155K
28.8K $11.7M
Oct 21, 2022 Q3 2022
Rothschild Investment Corp

BUY
 -
773
+ 13.68%
$126K - $153K
6.43K $2.62M
Oct 04, 2022 Q3 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
772
+ 2.7%
$125K - $153K
29.4K $12M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
771
+ 6.56%
$125K - $153K
12.5K $5.11M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
770
+ 5.93%
$125K - $153K
13.8K $5.61M
Oct 07, 2022 Q3 2022
Peoples Financial Services Corp.

BUY
 -
766
+ 41.7%
$124K - $152K
2.6K $1.06M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
766
+ 1.42%
$124K - $152K
54.8K $22.3M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
762
+ 22.37%
$124K - $151K
4.17K $1.7M
Nov 14, 2022 Q3 2022
Prudential PLC

London, England, X0
BUY
 -
758
+ 3.05%
$123K - $150K
25.6K $10.5M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
748
+ 4.5%
$122K - $148K
17.4K $7.09M
Nov 04, 2022 Q3 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
738
+ 2.55%
$120K - $146K
29.7K $12.1M
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
731
+ 2.09%
$119K - $145K
35.7K $14.6M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
724
+ 18.72%
$118K - $144K
4.59K $1.87M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
724
+ 18.72%
$118K - $144K
4.59K $1.87M
Feb 03, 2023 Q3 2022
Foster Dykema Cabot & CO Inc

BUY
 -
724
New
$118K - $144K
724 $295K
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
720
+ 13.86%
$117K - $143K
5.91K $2.41M
Oct 20, 2022 Q3 2022
Ellsworth Advisors, LLC

BUY
 -
709
+ 3.62%
$115K - $141K
20.3K $8.28M
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
707
+ 15.8%
$115K - $140K
5.18K $2.11M
Oct 14, 2022 Q3 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
699
+ 4.67%
$114K - $139K
15.7K $6.4M
Nov 03, 2022 Q3 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
699
+ 0.77%
$114K - $139K
91.9K $37.5M
Nov 16, 2022 Q3 2022
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
696
+ 3.82%
$113K - $138K
18.9K $7.72M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
695
+ 7.97%
$113K - $138K
9.41K $3.84M
Nov 14, 2022 Q3 2022
Fayez Sarofim & CO

Houston, TX
BUY
 -
691
+ 1.99%
$112K - $137K
35.5K $14.5M

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