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 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
102+ 8.89% |
$33.3K - $41.6K
|
1.25K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
102+ 8.08% |
$33.3K - $41.6K
|
1.36K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
102+ 14.29% |
$33.3K - $41.6K
|
816
$368K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
102+ 0.63% |
$33.3K - $41.6K
|
16.2K
$7.32M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
101+ 0.87% |
$33K - $41.2K
|
11.8K
$5.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
100+ 23.87% |
$32.7K - $40.8K
|
519
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$45.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 41.84% |
$32.7K - $40.8K
|
339
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$45.1K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$45.1K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 1.83% |
$32K - $39.9K
|
5.46K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
97+ 7.41% |
$31.7K - $39.5K
|
1.41K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
96+ 5.49% |
$31.4K - $39.1K
|
1.85K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
96+ 48.98% |
$31.4K - $39.1K
|
292
$132K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
96+ 3.28% |
$31.4K - $39.1K
|
3.02K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
95+ 15.94% |
$31K - $38.7K
|
691
$311K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
94+ 3.66% |
$30.7K - $38.3K
|
2.66K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
93+ 1.0% |
$30.4K - $37.9K
|
9.41K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
93+ 0.58% |
$30.4K - $37.9K
|
16.1K
$7.24M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
92+ 4.56% |
$30.1K - $37.5K
|
2.11K
$950K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
92+ 1.52% |
$30.1K - $37.5K
|
6.16K
$2.78M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
92+ 4.88% |
$30.1K - $37.5K
|
1.98K
$892K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
91+ 11.56% |
$29.7K - $37.1K
|
878
$396K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
91+ 15.48% |
$29.7K - $37.1K
|
679
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
90+ 0.85% |
$29.4K - $36.7K
|
10.7K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
90+ 5.82% |
$29.4K - $36.7K
|
1.64K
$737K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$29.1K - $36.3K
|
38K
$17.1M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
89+ 8.79% |
$29.1K - $36.3K
|
1.1K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 10.97% |
$28.4K - $35.5K
|
880
$397K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
86+ 2.84% |
$28.1K - $35.1K
|
3.11K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
86+ 7.14% |
$28.1K - $35.1K
|
1.29K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
86+ 2.58% |
$28.1K - $35.1K
|
3.41K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
86+ 2.37% |
$28.1K - $35.1K
|
3.71K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
86+ 1.15% |
$28.1K - $35.1K
|
7.54K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
85+ 11.87% |
$27.8K - $34.6K
|
801
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85+ 3.86% |
$27.8K - $34.6K
|
2.29K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
85+ 3.89% |
$27.8K - $34.6K
|
2.27K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 1.82% |
$27.8K - $34.6K
|
4.75K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
85+ 3.76% |
$27.8K - $34.6K
|
2.35K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
85+ 4.76% |
$27.8K - $34.6K
|
1.87K
$844K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
84+ 6.61% |
$27.4K - $34.2K
|
1.36K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 5.87% |
$27.4K - $34.2K
|
1.52K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 12.32% |
$27.4K - $34.2K
|
766
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
84+ 8.65% |
$27.4K - $34.2K
|
1.06K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
83+ 5.87% |
$27.1K - $33.8K
|
1.5K
$675K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
82+ 6.25% |
$26.8K - $33.4K
|
1.39K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 35.19% |
$26.8K - $33.4K
|
315
$142K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
82+ 8.71% |
$26.8K - $33.4K
|
1.02K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
82+ 2.15% |
$26.8K - $33.4K
|
3.9K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
81+ 5.87% |
$26.5K - $33K
|
1.46K
$658K
|