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 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
210+ 1.82% |
$68.6K - $85.6K
|
11.8K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
209+ 31.29% |
$68.3K - $85.2K
|
877
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
208+ 1.97% |
$68K - $84.8K
|
10.8K
$4.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
207+ 27.6% |
$67.6K - $84.4K
|
957
$385K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
206+ 17.65% |
$67.3K - $84K
|
1.37K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
204+ 4.24% |
$66.7K - $83.2K
|
5.02K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
202+ 32.11% |
$66K - $82.3K
|
831
$334K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 0.79% |
$66K - $82.3K
|
25.8K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
201+ 3.01% |
$65.7K - $81.9K
|
6.87K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
201+ 19.05% |
$65.7K - $81.9K
|
1.26K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
201+ 34.96% |
$65.7K - $81.9K
|
776
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
200+ 20.12% |
$65.4K - $81.5K
|
1.19K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
200+ 1.5% |
$65.4K - $81.5K
|
13.5K
$5.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
199+ 90.87% |
$65K - $81.1K
|
418
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
199+ 30.85% |
$65K - $81.1K
|
844
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
197+ 5.78% |
$64.4K - $80.3K
|
3.6K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
197+ 5.43% |
$64.4K - $80.3K
|
3.82K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
196+ 24.2% |
$64K - $79.9K
|
1.01K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
195+ 23.81% |
$63.7K - $79.5K
|
1.01K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
195+ 1.19% |
$63.7K - $79.5K
|
16.5K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
191+ 103.8% |
$62.4K - $77.9K
|
375
$151K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
190New |
$62.1K - $77.4K
|
190
$76.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 10.51% |
$61.8K - $77K
|
1.99K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 1.3% |
$61.8K - $77K
|
14.7K
$5.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
188New |
$61.4K - $76.6K
|
188
$75.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
188+ 15.09% |
$61.4K - $76.6K
|
1.43K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 0.56% |
$61.4K - $76.6K
|
33.8K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
187+ 2.52% |
$61.1K - $76.2K
|
7.62K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
186+ 1.35% |
$60.8K - $75.8K
|
14K
$5.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
185+ 4.98% |
$60.4K - $75.4K
|
3.9K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
185+ 1.08% |
$60.4K - $75.4K
|
17.2K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
185+ 9.54% |
$60.4K - $75.4K
|
2.12K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
185+ 4.28% |
$60.4K - $75.4K
|
4.51K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
184+ 8.68% |
$60.1K - $75K
|
2.31K
$927K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
180+ 7.41% |
$58.8K - $73.4K
|
2.61K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
179+ 3.0% |
$58.5K - $73K
|
6.15K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
178+ 25.87% |
$58.2K - $72.6K
|
866
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
176+ 19.43% |
$57.5K - $71.7K
|
1.08K
$435K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$57.5K - $71.7K
|
176
$70.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
175+ 38.89% |
$57.2K - $71.3K
|
625
$251K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
175+ 11.95% |
$57.2K - $71.3K
|
1.64K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
174+ 7.86% |
$56.9K - $70.9K
|
2.39K
$960K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
173+ 3.53% |
$56.5K - $70.5K
|
5.08K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
173+ 2.7% |
$56.5K - $70.5K
|
6.59K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
173+ 7.3% |
$56.5K - $70.5K
|
2.54K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
172+ 2.38% |
$56.2K - $70.1K
|
7.41K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
172+ 2.42% |
$56.2K - $70.1K
|
7.29K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
172+ 8.51% |
$56.2K - $70.1K
|
2.19K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
172+ 40.28% |
$56.2K - $70.1K
|
599
$241K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
172+ 24.26% |
$56.2K - $70.1K
|
881
$354K
|