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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.76KNew |
$321K - $403K
|
1.76K
$583K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.74K+ 12.22% |
$318K - $400K
|
16K
$5.3M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.74K+ 41.04% |
$318K - $400K
|
5.98K
$1.98M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.74KNew |
$317K - $399K
|
1.74K
$576K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.73K+ 12.68% |
$316K - $397K
|
15.4K
$5.1M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.71K+ 25.91% |
$313K - $394K
|
8.33K
$2.76M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.71KNew |
$313K - $394K
|
1.71K
$569K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.71K+ 8.4% |
$312K - $393K
|
22K
$7.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.68K+ 17.86% |
$307K - $386K
|
11.1K
$3.68M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
1.66K+ 29.15% |
$304K - $382K
|
7.36K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.66KNew |
$303K - $381K
|
1.66K
$550K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.65K+ 22.05% |
$301K - $378K
|
9.1K
$3.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.64K+ 24.23% |
$301K - $378K
|
8.43K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.64K+ 0.58% |
$301K - $378K
|
283K
$94.1M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.64K+ 10.9% |
$300K - $378K
|
16.7K
$5.55M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
1.63K+ 30.99% |
$299K - $376K
|
6.91K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.62K+ 3.74% |
$296K - $372K
|
44.9K
$14.9M
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.62K+ 3.32% |
$295K - $371K
|
50.2K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.6K+ 3.56% |
$293K - $369K
|
46.6K
$15.5M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.6KNew |
$292K - $367K
|
1.6K
$530K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1.59K+ 7.73% |
$291K - $366K
|
22.2K
$7.38M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.58K+ 9.27% |
$289K - $363K
|
18.6K
$6.18M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.55KNew |
$284K - $357K
|
1.55K
$516K
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.55K+ 88.3% |
$283K - $356K
|
3.3K
$1.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Sam Advisors, LLC
|
BUY
|
- |
1.54KNew |
$282K - $354K
|
1.54K
$511K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.54K+ 50.48% |
$282K - $354K
|
4.59K
$1.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.54KNew |
$281K - $353K
|
1.54K
$510K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.54K+ 17.13% |
$281K - $353K
|
10.5K
$3.49M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.51K+ 2.37% |
$276K - $347K
|
65.2K
$21.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.51KNew |
$276K - $347K
|
1.51K
$501K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.5KNew |
$275K - $346K
|
1.5K
$499K
|
|
|
May 16, 2022
Q1 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.5KNew |
$274K - $345K
|
1.5K
$498K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.49K+ 16.34% |
$273K - $343K
|
10.6K
$3.53M
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.49K+ 1.65% |
$273K - $343K
|
91.9K
$30.5M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
1.49K+ 103.11% |
$272K - $343K
|
2.94K
$975K
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
BUY
|
- |
1.48KNew |
$271K - $341K
|
1.48K
$493K
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.47K+ 35.77% |
$269K - $338K
|
5.58K
$1.85M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.47K+ 49.61% |
$268K - $337K
|
4.42K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.44KNew |
$262K - $330K
|
1.44K
$476K
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
1.41KNew |
$258K - $324K
|
1.41K
$468K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.41K+ 1.18% |
$257K - $323K
|
121K
$40.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.4KNew |
$257K - $323K
|
1.4K
$466K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.4K+ 26.75% |
$257K - $323K
|
6.65K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
1.39K+ 16.36% |
$254K - $320K
|
9.9K
$3.29M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.36K+ 19.93% |
$249K - $314K
|
8.21K
$2.73M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$248K - $311K
|
1.35K
$450K
|
|
|
Apr 26, 2022
Q1 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.35K+ 9.64% |
$247K - $310K
|
15.4K
$5.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
1.34K+ 12.04% |
$246K - $309K
|
12.5K
$4.15M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
1.33K+ 135.62% |
$242K - $305K
|
2.3K
$764K
|
|
|
May 06, 2022
Q1 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
1.33K+ 17.26% |
$242K - $305K
|
9K
$2.99M
|