Purchases and Sales Made in Q1 2025 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2025. 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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
843+ 20.96% |
$275K - $344K
|
4.86K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
842+ 9.23% |
$275K - $343K
|
9.97K
$4.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
818New |
$267K - $333K
|
818
$369K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
818New |
$267K - $333K
|
818
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
816New |
$267K - $333K
|
816
$368K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
813+ 57.95% |
$266K - $331K
|
2.22K
$999K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
812+ 4.32% |
$265K - $331K
|
19.6K
$8.84M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
804+ 3.52% |
$263K - $328K
|
23.6K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
800+ 50.28% |
$261K - $326K
|
2.39K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
795+ 5.25% |
$260K - $324K
|
15.9K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
792+ 77.34% |
$259K - $323K
|
1.82K
$818K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
774+ 57.46% |
$253K - $316K
|
2.12K
$956K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
771+ 5.81% |
$252K - $314K
|
14K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
769+ 1.89% |
$251K - $313K
|
41.5K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
763+ 7.76% |
$249K - $311K
|
10.6K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
759+ 20.0% |
$248K - $309K
|
4.55K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
759+ 87.34% |
$248K - $309K
|
1.63K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
743+ 3.39% |
$243K - $303K
|
22.7K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
737+ 0.73% |
$241K - $300K
|
102K
$46.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
733+ 13.38% |
$240K - $299K
|
6.21K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
728New |
$238K - $297K
|
728
$328K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
725New |
$237K - $296K
|
725
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
722New |
$236K - $294K
|
722
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
715New |
$234K - $291K
|
715
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
713+ 6.49% |
$233K - $291K
|
11.7K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
713New |
$233K - $291K
|
713
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
713+ 19.23% |
$233K - $291K
|
4.42K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
710New |
$232K - $289K
|
710
$320K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
710+ 24.72% |
$232K - $289K
|
3.58K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
707+ 14.8% |
$231K - $288K
|
5.49K
$2.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
702+ 23.61% |
$229K - $286K
|
3.68K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
694+ 52.46% |
$227K - $283K
|
2.02K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
689+ 57.56% |
$225K - $281K
|
1.89K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
685New |
$224K - $279K
|
685
$309K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
684+ 361.9% |
$223K - $279K
|
873
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
677New |
$221K - $276K
|
677
$305K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
668New |
$218K - $272K
|
668
$301K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
668New |
$218K - $272K
|
668
$301K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
662New |
$216K - $270K
|
662
$298K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
662+ 7.92% |
$216K - $270K
|
9.03K
$4.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
652+ 5.98% |
$213K - $266K
|
11.5K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
650New |
$212K - $265K
|
650
$293K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
650+ 928.57% |
$212K - $265K
|
720
$324K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
649+ 31.19% |
$212K - $265K
|
2.73K
$1.23M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
648New |
$212K - $264K
|
648
$292K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
647New |
$211K - $264K
|
647
$292K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
642+ 1.13% |
$210K - $262K
|
57.5K
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
642+ 0.58% |
$210K - $262K
|
112K
$50.6M
|