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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
297+ 27.0% |
$97K - $121K
|
1.4K
$630K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
296+ 0.89% |
$96.7K - $121K
|
33.7K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
295+ 4.94% |
$96.4K - $120K
|
6.27K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
293+ 33.41% |
$95.7K - $119K
|
1.17K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
292+ 6.02% |
$95.4K - $119K
|
5.14K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
287+ 5.01% |
$93.8K - $117K
|
6.01K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
283+ 5.73% |
$92.5K - $115K
|
5.23K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
283+ 2.85% |
$92.5K - $115K
|
10.2K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
282+ 22.54% |
$92.1K - $115K
|
1.53K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
282+ 11.75% |
$92.1K - $115K
|
2.68K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
281+ 1.43% |
$91.8K - $115K
|
19.9K
$8.98M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
277+ 2.75% |
$90.5K - $113K
|
10.3K
$4.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
276+ 4.15% |
$90.2K - $113K
|
6.93K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
275+ 7.67% |
$89.9K - $112K
|
3.86K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
275+ 18.82% |
$89.9K - $112K
|
1.74K
$782K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
271+ 13.73% |
$88.5K - $110K
|
2.25K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270+ 11.31% |
$88.2K - $110K
|
2.66K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
268+ 6.73% |
$87.6K - $109K
|
4.25K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
266+ 1.98% |
$86.9K - $108K
|
13.7K
$6.19M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
263+ 8.76% |
$85.9K - $107K
|
3.27K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
260+ 7.59% |
$85K - $106K
|
3.69K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
257+ 11.3% |
$84K - $105K
|
2.53K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
251+ 2.66% |
$82K - $102K
|
9.68K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
250New |
$81.7K - $102K
|
250
$113K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
249+ 10.35% |
$81.4K - $101K
|
2.66K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
245+ 2.1% |
$80.1K - $99.9K
|
11.9K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
245+ 17.38% |
$80.1K - $99.9K
|
1.66K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
244+ 3.28% |
$79.7K - $99.5K
|
7.68K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
243+ 4.13% |
$79.4K - $99.1K
|
6.12K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
242+ 3.36% |
$79.1K - $98.6K
|
7.44K
$3.35M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
238+ 11.75% |
$77.8K - $97K
|
2.26K
$1.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
235+ 1.8% |
$76.8K - $95.8K
|
13.3K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
234+ 3.72% |
$76.5K - $95.4K
|
6.52K
$2.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
231+ 32.44% |
$75.5K - $94.2K
|
943
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
230+ 14.63% |
$75.2K - $93.8K
|
1.8K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
230+ 10.09% |
$75.2K - $93.8K
|
2.51K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
227+ 5.62% |
$74.2K - $92.5K
|
4.27K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 3.55% |
$73.8K - $92.1K
|
6.59K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
225New |
$73.5K - $91.7K
|
225
$101K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
225+ 1.41% |
$73.5K - $91.7K
|
16.1K
$7.28M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 2.89% |
$73.2K - $91.3K
|
7.96K
$3.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
223+ 9.19% |
$72.9K - $90.9K
|
2.65K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
222+ 6.85% |
$72.5K - $90.5K
|
3.46K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
222New |
$72.5K - $90.5K
|
222
$100K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
222+ 2.01% |
$72.5K - $90.5K
|
11.3K
$5.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
221+ 13.02% |
$72.2K - $90.1K
|
1.92K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
221+ 8.61% |
$72.2K - $90.1K
|
2.79K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
219+ 1.25% |
$71.6K - $89.3K
|
17.7K
$7.98M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
218+ 24.25% |
$71.2K - $88.9K
|
1.12K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
218+ 20.11% |
$71.2K - $88.9K
|
1.3K
$587K
|