Purchases and Sales Made in Q1 2022 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.42% |
$366 - $460
|
478
$159K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.13% |
$366 - $460
|
1.56K
$516K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 1.42% |
$366 - $460
|
143
$47.5K
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$366 - $460
|
1.2K
$397K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.35% |
$366 - $460
|
573
$190K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.27% |
$366 - $460
|
734
$244K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.06% |
$366 - $460
|
3.27K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.1% |
$366 - $460
|
2.03K
$672K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
2+ 0.17% |
$366 - $460
|
1.17K
$389K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.18% |
$366 - $460
|
1.13K
$374K
|
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$183 - $230
|
1.78K
$590K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$183 - $230
|
1.05K
$350K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.14% |
$183 - $230
|
710
$236K
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$183 - $230
|
6.75K
$2.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.08% |
$183 - $230
|
1.19K
$396K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.04% |
$183 - $230
|
2.52K
$836K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$183 - $230
|
2.05K
$680K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$183 - $230
|
1.07K
$357K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$183 - $230
|
3.84K
$1.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.33% |
$183 - $230
|
307
$102K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$183 - $230
|
1.66K
$552K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1+ 0.02% |
$183 - $230
|
4.18K
$1.39M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.46% |
$183 - $230
|
218
$72.4K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 3.23% |
$183 - $230
|
32
$10.6K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.32% |
$183 - $230
|
314
$104K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$183 - $230
|
1K
$332K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.05% |
$183 - $230
|
2.09K
$693K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.06% |
$183 - $230
|
1.72K
$571K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1+ 0.04% |
$183 - $230
|
2.6K
$865K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.03% |
$183 - $230
|
3.63K
$1.21M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.08% |
$183 - $230
|
1.29K
$430K
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$183 - $230
|
2.02K
$669K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1- 14.29% |
$183 - $230
|
6
$1.99K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.22% |
$183 - $230
|
450
$149K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-2- 0.14% |
$366 - $460
|
1.4K
$466K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 1.69% |
$366 - $460
|
116
$38.5K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2- 0.31% |
$366 - $460
|
650
$216K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-3- 0.14% |
$548 - $690
|
2.09K
$693K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-3- 0.2% |
$548 - $690
|
1.53K
$507K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-3- 0.09% |
$548 - $690
|
3.47K
$1.15M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.38% |
$548 - $690
|
783
$260K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-3- 0.04% |
$548 - $690
|
7.38K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-4- 0.26% |
$731 - $919
|
1.56K
$518K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4- 0.15% |
$731 - $919
|
2.6K
$863K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4- 0.29% |
$731 - $919
|
1.39K
$462K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4- 0.06% |
$731 - $919
|
6.71K
$2.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.19% |
$731 - $919
|
2.06K
$685K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5- 0.38% |
$914 - $1.15K
|
1.31K
$436K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-5- 2.55% |
$914 - $1.15K
|
191
$63.4K
|