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 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
73+ 4.41% |
$23.9K - $29.8K
|
1.73K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73+ 0.14% |
$23.9K - $29.8K
|
51.8K
$20.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
72+ 12.54% |
$23.5K - $29.3K
|
646
$260K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.42% |
$23.5K - $29.3K
|
2.18K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 6.25% |
$23.5K - $29.3K
|
1.22K
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
71+ 9.9% |
$23.2K - $28.9K
|
788
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
71+ 4.09% |
$23.2K - $28.9K
|
1.81K
$727K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71+ 0.42% |
$23.2K - $28.9K
|
17.1K
$6.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 2.34% |
$22.5K - $28.1K
|
3.02K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
69+ 7.44% |
$22.5K - $28.1K
|
996
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
68+ 2.2% |
$22.2K - $27.7K
|
3.17K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68+ 0.35% |
$22.2K - $27.7K
|
19.3K
$7.77M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
68+ 4.3% |
$22.2K - $27.7K
|
1.65K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
68+ 0.86% |
$22.2K - $27.7K
|
7.99K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
67+ 2.88% |
$21.9K - $27.3K
|
2.4K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
67+ 0.68% |
$21.9K - $27.3K
|
9.96K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
66+ 1.48% |
$21.6K - $26.9K
|
4.51K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 1.19% |
$21.6K - $26.9K
|
5.6K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
66+ 6.2% |
$21.6K - $26.9K
|
1.13K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
65+ 1.12% |
$21.2K - $26.5K
|
5.86K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
65+ 1.88% |
$21.2K - $26.5K
|
3.53K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65+ 3.43% |
$21.2K - $26.5K
|
1.96K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
65+ 2.85% |
$21.2K - $26.5K
|
2.35K
$943K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
64+ 5.7% |
$20.9K - $26.1K
|
1.19K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
63+ 2.98% |
$20.6K - $25.7K
|
2.18K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
63+ 3.4% |
$20.6K - $25.7K
|
1.92K
$771K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
63+ 3.74% |
$20.6K - $25.7K
|
1.75K
$703K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
62+ 620.0% |
$20.3K - $25.3K
|
72
$29K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61+ 2.39% |
$19.9K - $24.9K
|
2.62K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
60+ 2.98% |
$19.6K - $24.5K
|
2.07K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
60+ 4.74% |
$19.6K - $24.5K
|
1.33K
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
59+ 5.4% |
$19.3K - $24.1K
|
1.15K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 40.69% |
$19.3K - $24.1K
|
204
$82K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
59+ 10.37% |
$19.3K - $24.1K
|
628
$253K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
59+ 1.2% |
$19.3K - $24.1K
|
4.97K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
59+ 5.47% |
$19.3K - $24.1K
|
1.14K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
58New |
$19K - $23.6K
|
58
$23.3K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
58+ 1.42% |
$19K - $23.6K
|
4.15K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
58+ 1.57% |
$19K - $23.6K
|
3.74K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
58+ 6.06% |
$19K - $23.6K
|
1.02K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 8.13% |
$18.6K - $23.2K
|
758
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
56+ 5.93% |
$18.3K - $22.8K
|
1K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.6% |
$18.3K - $22.8K
|
1.06K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
56+ 1.98% |
$18.3K - $22.8K
|
2.88K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 8.05% |
$18K - $22.4K
|
738
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
54+ 3.66% |
$17.6K - $22K
|
1.53K
$615K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
54+ 0.65% |
$17.6K - $22K
|
8.39K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 3.98% |
$17.6K - $22K
|
1.41K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
54+ 5.37% |
$17.6K - $22K
|
1.06K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
54+ 11.56% |
$17.6K - $22K
|
521
$210K
|