Purchases and Sales Made in Q4 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.75KNew |
$471K - $669K
|
2.75K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.74KNew |
$470K - $667K
|
2.74K
$1.02M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.71KNew |
$463K - $658K
|
2.71K
$1M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.69KNew |
$460K - $653K
|
2.69K
$998K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 0.62% |
$458K - $650K
|
430K
$160M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.66K+ 13.8% |
$456K - $647K
|
22K
$8.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.62KNew |
$449K - $638K
|
2.62K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.6KNew |
$445K - $632K
|
2.6K
$966K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.59K+ 5.87% |
$444K - $631K
|
46.8K
$17.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.59KNew |
$444K - $630K
|
2.59K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.58KNew |
$442K - $628K
|
2.58K
$959K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.53K+ 20.58% |
$432K - $614K
|
14.8K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.51KNew |
$430K - $611K
|
2.51K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$429K - $609K
|
2.5K
$930K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
2.5K+ 37.09% |
$428K - $608K
|
9.24K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
2.5K+ 416.33% |
$428K - $607K
|
3.1K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.49K+ 135.05% |
$426K - $604K
|
4.33K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.47KNew |
$422K - $600K
|
2.47K
$916K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 56.74% |
$417K - $592K
|
6.72K
$2.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.39K+ 37.72% |
$410K - $582K
|
8.74K
$3.25M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.35KNew |
$403K - $572K
|
2.35K
$874K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.31K+ 8.52% |
$395K - $561K
|
29.4K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
2.29K+ 1.87% |
$391K - $556K
|
125K
$46.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.28K+ 57.63% |
$390K - $554K
|
6.23K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.27K+ 11.49% |
$389K - $553K
|
22.1K
$8.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.27KNew |
$389K - $552K
|
2.27K
$844K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
2.27KNew |
$388K - $551K
|
2.27K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.26K+ 0.69% |
$387K - $549K
|
328K
$122M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
2.26K+ 0.25% |
$387K - $549K
|
923K
$343M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.2K+ 23.64% |
$376K - $534K
|
11.5K
$4.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.19KNew |
$375K - $532K
|
2.19K
$813K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.18K+ 36.65% |
$374K - $531K
|
8.14K
$3.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 7.72% |
$369K - $524K
|
30K
$11.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.13K+ 105.59% |
$365K - $519K
|
4.15K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.1K+ 32.99% |
$360K - $511K
|
8.47K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.09KNew |
$358K - $509K
|
2.09K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$355K - $505K
|
2.08K
$771K
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.06KNew |
$353K - $501K
|
2.06K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.02K+ 0.23% |
$346K - $491K
|
900K
$334M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.01K+ 31.9% |
$344K - $489K
|
8.32K
$3.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
2.01K+ 0.72% |
$344K - $488K
|
282K
$105M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$343K - $487K
|
2K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2KNew |
$342K - $486K
|
2K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.99KNew |
$340K - $483K
|
1.99K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.92K+ 77.99% |
$329K - $468K
|
4.39K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.92K+ 17.36% |
$328K - $466K
|
12.9K
$4.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 23.8% |
$326K - $462K
|
9.89K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.9K+ 7.18% |
$326K - $462K
|
28.4K
$10.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.89KNew |
$323K - $459K
|
1.89K
$701K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.84K+ 13.15% |
$314K - $446K
|
15.8K
$5.87M
|