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 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
137+ 9.35% |
$44.8K - $55.8K
|
1.6K
$722K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
137+ 0.6% |
$44.8K - $55.8K
|
23.1K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
137New |
$44.8K - $55.8K
|
137
$61.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
136+ 21.32% |
$44.4K - $55.4K
|
774
$349K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
136+ 2.47% |
$44.4K - $55.4K
|
5.64K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
135+ 7.12% |
$44.1K - $55K
|
2.03K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
135+ 3.24% |
$44.1K - $55K
|
4.3K
$1.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 1.33% |
$43.8K - $54.6K
|
10.2K
$4.61M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
134+ 11.55% |
$43.8K - $54.6K
|
1.29K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
132+ 14.92% |
$43.1K - $53.8K
|
1.02K
$458K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
131+ 12.5% |
$42.8K - $53.4K
|
1.18K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
130+ 11.41% |
$42.5K - $53K
|
1.27K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
129+ 1.83% |
$42.2K - $52.6K
|
7.18K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
129+ 5.58% |
$42.2K - $52.6K
|
2.44K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
127+ 4.66% |
$41.5K - $51.8K
|
2.85K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
126+ 7.67% |
$41.2K - $51.4K
|
1.77K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
126+ 10.56% |
$41.2K - $51.4K
|
1.32K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
125+ 8.62% |
$40.8K - $51K
|
1.58K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
125+ 3.13% |
$40.8K - $51K
|
4.13K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
125+ 0.34% |
$40.8K - $51K
|
36.6K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
125+ 2.09% |
$40.8K - $51K
|
6.11K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
124+ 1.84% |
$40.5K - $50.5K
|
6.86K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
124+ 0.85% |
$40.5K - $50.5K
|
14.7K
$6.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
124+ 8.28% |
$40.5K - $50.5K
|
1.62K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
124+ 2.83% |
$40.5K - $50.5K
|
4.5K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
124+ 11.88% |
$40.5K - $50.5K
|
1.17K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
124+ 17.64% |
$40.5K - $50.5K
|
827
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
123+ 1.28% |
$40.2K - $50.1K
|
9.76K
$4.4M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
123+ 0.57% |
$40.2K - $50.1K
|
21.7K
$9.77M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
123+ 21.35% |
$40.2K - $50.1K
|
699
$315K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
120+ 2.61% |
$39.2K - $48.9K
|
4.72K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
120+ 3.06% |
$39.2K - $48.9K
|
4.04K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
119+ 11.66% |
$38.9K - $48.5K
|
1.14K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
117+ 3.19% |
$38.2K - $47.7K
|
3.78K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 1.7% |
$38.2K - $47.7K
|
6.98K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
115+ 1.87% |
$37.6K - $46.9K
|
6.28K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
112+ 4.48% |
$36.6K - $45.7K
|
2.61K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
111+ 3.25% |
$36.3K - $45.2K
|
3.53K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
111+ 0.46% |
$36.3K - $45.2K
|
24.1K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
111New |
$36.3K - $45.2K
|
111
$50K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
111+ 6.41% |
$36.3K - $45.2K
|
1.84K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
110+ 16.85% |
$35.9K - $44.8K
|
763
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 5.13% |
$35.6K - $44.4K
|
2.23K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
108+ 0.42% |
$35.3K - $44K
|
25.6K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 4.52% |
$35.3K - $44K
|
2.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
107+ 6.93% |
$35K - $43.6K
|
1.65K
$744K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
104+ 5.83% |
$34K - $42.4K
|
1.89K
$850K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
103+ 5.14% |
$33.7K - $42K
|
2.11K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 2.31% |
$33.7K - $42K
|
4.57K
$2.06M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
103+ 8.07% |
$33.7K - $42K
|
1.38K
$621K
|