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
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
630+ 0.54% |
$206K - $257K
|
117K
$52.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
628+ 1.83% |
$205K - $256K
|
34.9K
$15.7M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
627+ 2.69% |
$205K - $256K
|
23.9K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
626+ 6.51% |
$205K - $255K
|
10.2K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
625+ 6.59% |
$204K - $255K
|
10.1K
$4.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
621New |
$203K - $253K
|
621
$280K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
621New |
$203K - $253K
|
621
$280K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
621New |
$203K - $253K
|
621
$280K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
615New |
$201K - $251K
|
615
$277K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
614+ 4.42% |
$201K - $250K
|
14.5K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
612New |
$200K - $249K
|
612
$276K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
604+ 68.95% |
$197K - $246K
|
1.48K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
602+ 17.84% |
$197K - $245K
|
3.98K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
600+ 60.0% |
$196K - $245K
|
1.6K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
589+ 4.14% |
$192K - $240K
|
14.8K
$6.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
584+ 5.76% |
$191K - $238K
|
10.7K
$4.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
579+ 9.82% |
$189K - $236K
|
6.47K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
579+ 28.42% |
$189K - $236K
|
2.62K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
571+ 14.36% |
$187K - $233K
|
4.55K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
568+ 1.12% |
$186K - $232K
|
51.4K
$23.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 2.48% |
$185K - $231K
|
23.4K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
565+ 0.93% |
$185K - $230K
|
61.3K
$27.6M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
565+ 2.87% |
$185K - $230K
|
20.3K
$9.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
561+ 13.66% |
$183K - $229K
|
4.67K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
557New |
$182K - $227K
|
557
$251K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
557+ 31.58% |
$182K - $227K
|
2.32K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
556+ 27.93% |
$182K - $227K
|
2.55K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
544+ 29.71% |
$178K - $222K
|
2.38K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
544+ 0.78% |
$178K - $222K
|
70.7K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
543+ 20.34% |
$177K - $221K
|
3.21K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
538+ 8.79% |
$176K - $219K
|
6.66K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$3.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
531+ 26.0% |
$174K - $216K
|
2.57K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
527+ 1.81% |
$172K - $215K
|
29.6K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
525+ 6.92% |
$172K - $214K
|
8.12K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
524+ 19.3% |
$171K - $214K
|
3.24K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
524+ 27.93% |
$171K - $214K
|
2.4K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
520+ 15.51% |
$170K - $212K
|
3.87K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
518+ 4.33% |
$169K - $211K
|
12.5K
$5.62M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
516+ 1.46% |
$169K - $210K
|
35.9K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
514+ 17.09% |
$168K - $210K
|
3.52K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
514+ 1.22% |
$168K - $210K
|
42.7K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
513+ 8.48% |
$168K - $209K
|
6.57K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
504+ 16.49% |
$165K - $205K
|
3.56K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
501+ 7.17% |
$164K - $204K
|
7.49K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
500+ 29.69% |
$163K - $204K
|
2.18K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
497+ 1.87% |
$162K - $203K
|
27.1K
$12.2M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
497+ 1.87% |
$162K - $203K
|
27.1K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
496+ 32.67% |
$162K - $202K
|
2.01K
$908K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
493+ 11.13% |
$161K - $201K
|
4.92K
$2.22M
|