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 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
178+ 25.87% |
$58.2K - $72.6K
|
866
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
176+ 19.43% |
$57.5K - $71.7K
|
1.08K
$488K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$57.5K - $71.7K
|
176
$79.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
175+ 38.89% |
$57.2K - $71.3K
|
625
$282K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
175+ 11.95% |
$57.2K - $71.3K
|
1.64K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
174+ 7.86% |
$56.9K - $70.9K
|
2.39K
$1.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
173+ 3.53% |
$56.5K - $70.5K
|
5.08K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
173+ 2.7% |
$56.5K - $70.5K
|
6.59K
$2.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
173+ 7.3% |
$56.5K - $70.5K
|
2.54K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
172+ 2.38% |
$56.2K - $70.1K
|
7.41K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
172+ 2.42% |
$56.2K - $70.1K
|
7.29K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
172+ 8.51% |
$56.2K - $70.1K
|
2.19K
$988K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
172+ 40.28% |
$56.2K - $70.1K
|
599
$270K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
172+ 24.26% |
$56.2K - $70.1K
|
881
$397K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
171+ 81.43% |
$55.9K - $69.7K
|
381
$172K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
170+ 10.8% |
$55.5K - $69.3K
|
1.74K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
168+ 2.27% |
$54.9K - $68.5K
|
7.58K
$3.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
167+ 1.46% |
$54.6K - $68.1K
|
11.6K
$5.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
167+ 19.28% |
$54.6K - $68.1K
|
1.03K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$53.6K - $66.9K
|
527
$237K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
160+ 2.83% |
$52.3K - $65.2K
|
5.81K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
157+ 2.42% |
$51.3K - $64K
|
6.65K
$3M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
157+ 4.73% |
$51.3K - $64K
|
3.48K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
156+ 12.6% |
$51K - $63.6K
|
1.39K
$628K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
155+ 5.93% |
$50.6K - $63.2K
|
2.77K
$1.25M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
155+ 2.12% |
$50.6K - $63.2K
|
7.45K
$3.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
153+ 1.03% |
$50K - $62.4K
|
15.1K
$6.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
153+ 1.06% |
$50K - $62.4K
|
14.5K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
152+ 8.0% |
$49.7K - $62K
|
2.05K
$925K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
152+ 19.22% |
$49.7K - $62K
|
943
$425K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
151+ 6.38% |
$49.3K - $61.6K
|
2.52K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
150New |
$49K - $61.1K
|
150
$67.6K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.81% |
$49K - $61.1K
|
5.5K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
150+ 3.46% |
$49K - $61.1K
|
4.49K
$2.02M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
149+ 1.21% |
$48.7K - $60.7K
|
12.4K
$5.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
148+ 1.17% |
$48.4K - $60.3K
|
12.8K
$5.78M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$47.4K - $59.1K
|
145
$65.3K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
145New |
$47.4K - $59.1K
|
145
$65.3K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
145+ 5.91% |
$47.4K - $59.1K
|
2.6K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
143+ 1.0% |
$46.7K - $58.3K
|
14.4K
$6.51M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
143+ 13.54% |
$46.7K - $58.3K
|
1.2K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
142+ 8.36% |
$46.4K - $57.9K
|
1.84K
$829K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
142+ 1.33% |
$46.4K - $57.9K
|
10.8K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
142+ 3.58% |
$46.4K - $57.9K
|
4.11K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
141+ 10.49% |
$46.1K - $57.5K
|
1.49K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
140+ 3.4% |
$45.7K - $57.1K
|
4.25K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
139+ 2.22% |
$45.4K - $56.7K
|
6.41K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
139+ 2.68% |
$45.4K - $56.7K
|
5.33K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
138+ 7.8% |
$45.1K - $56.3K
|
1.91K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
138+ 6.39% |
$45.1K - $56.3K
|
2.3K
$1.04M
|