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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.83K+ 2.31% |
$313K - $445K
|
81K
$32.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83K+ 13.99% |
$312K - $444K
|
14.9K
$6.04M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.81KNew |
$311K - $441K
|
1.81K
$737K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.81K+ 14.12% |
$309K - $439K
|
14.6K
$5.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.79KNew |
$306K - $434K
|
1.79K
$726K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.76K+ 112.36% |
$302K - $429K
|
3.33K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.76KNew |
$302K - $429K
|
1.76K
$716K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.75K+ 40.05% |
$300K - $426K
|
6.13K
$2.49M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.74K+ 6.32% |
$299K - $424K
|
29.3K
$11.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.74K+ 24.03% |
$298K - $424K
|
9K
$3.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.74KNew |
$298K - $424K
|
1.74K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$298K - $423K
|
1.74K
$708K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.74KNew |
$297K - $422K
|
1.74K
$706K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.74KNew |
$297K - $422K
|
1.74K
$705K
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.73KNew |
$297K - $421K
|
1.73K
$704K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.73KNew |
$296K - $421K
|
1.73K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.73KNew |
$296K - $420K
|
1.73K
$702K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.71K+ 2.86% |
$293K - $416K
|
61.6K
$25M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.7KNew |
$292K - $414K
|
1.7K
$693K
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.7KNew |
$291K - $413K
|
1.7K
$690K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.67K+ 30.09% |
$286K - $406K
|
7.22K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.67KNew |
$286K - $406K
|
1.67K
$678K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.66K+ 331.2% |
$284K - $403K
|
2.16K
$876K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.65KNew |
$283K - $401K
|
1.65K
$671K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.65KNew |
$282K - $401K
|
1.65K
$670K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.64KNew |
$281K - $399K
|
1.64K
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.63KNew |
$279K - $396K
|
1.63K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.61KNew |
$276K - $391K
|
1.61K
$654K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.59KNew |
$273K - $387K
|
1.59K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.58KNew |
$270K - $384K
|
1.58K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.58KNew |
$270K - $383K
|
1.58K
$640K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.57K+ 2.4% |
$269K - $382K
|
67K
$27.2M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.57K+ 1.03% |
$268K - $381K
|
154K
$62.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$266K - $378K
|
1.56K
$632K
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.55KNew |
$265K - $377K
|
1.55K
$630K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.55K+ 2.57% |
$265K - $377K
|
61.9K
$25.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.52KNew |
$261K - $370K
|
1.52K
$619K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.52K+ 2.83% |
$260K - $370K
|
55.2K
$22.4M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.52K+ 81.41% |
$260K - $370K
|
3.39K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.51KNew |
$259K - $368K
|
1.51K
$615K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$252K - $357K
|
1.47K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.47K+ 7.6% |
$251K - $357K
|
20.8K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.47K+ 626.07% |
$251K - $356K
|
1.7K
$690K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.46KNew |
$249K - $354K
|
1.46K
$591K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.45KNew |
$249K - $354K
|
1.45K
$591K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.41K+ 29.29% |
$242K - $344K
|
6.24K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.41KNew |
$241K - $342K
|
1.41K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.4K+ 6.35% |
$240K - $341K
|
23.5K
$9.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.4K+ 3.92% |
$240K - $340K
|
37.1K
$15.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.4K+ 43.06% |
$239K - $340K
|
4.64K
$1.89M
|