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
|
Redw Wealth LLC
|
BUY
|
- |
81+ 3.47% |
$26.5K - $33K
|
2.42K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 3.31% |
$26.5K - $33K
|
2.53K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
81+ 2.17% |
$26.5K - $33K
|
3.81K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
80+ 3.03% |
$26.1K - $32.6K
|
2.72K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
80+ 9.52% |
$26.1K - $32.6K
|
920
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
79+ 9.6% |
$25.8K - $32.2K
|
902
$406K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 7.7% |
$25.8K - $32.2K
|
1.11K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
78+ 2.25% |
$25.5K - $31.8K
|
3.55K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
78+ 2.06% |
$25.5K - $31.8K
|
3.87K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
77+ 3.12% |
$25.2K - $31.4K
|
2.55K
$1.15M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
76+ 5.16% |
$24.8K - $31K
|
1.55K
$699K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
75+ 0.43% |
$24.5K - $30.6K
|
17.4K
$7.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
74+ 1.72% |
$24.2K - $30.2K
|
4.38K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
74+ 1.54% |
$24.2K - $30.2K
|
4.89K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
74+ 10.34% |
$24.2K - $30.2K
|
790
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
73+ 4.41% |
$23.9K - $29.8K
|
1.73K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73+ 0.14% |
$23.9K - $29.8K
|
51.8K
$23.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
72+ 12.54% |
$23.5K - $29.3K
|
646
$291K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.42% |
$23.5K - $29.3K
|
2.18K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 6.25% |
$23.5K - $29.3K
|
1.22K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
71+ 9.9% |
$23.2K - $28.9K
|
788
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
71+ 4.09% |
$23.2K - $28.9K
|
1.81K
$815K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71+ 0.42% |
$23.2K - $28.9K
|
17.1K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 2.34% |
$22.5K - $28.1K
|
3.02K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
69+ 7.44% |
$22.5K - $28.1K
|
996
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
68+ 2.2% |
$22.2K - $27.7K
|
3.17K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68+ 0.35% |
$22.2K - $27.7K
|
19.3K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
68+ 4.3% |
$22.2K - $27.7K
|
1.65K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
68+ 0.86% |
$22.2K - $27.7K
|
7.99K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
67+ 2.88% |
$21.9K - $27.3K
|
2.4K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
67+ 0.68% |
$21.9K - $27.3K
|
9.96K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
66+ 1.48% |
$21.6K - $26.9K
|
4.51K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 1.19% |
$21.6K - $26.9K
|
5.6K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
66+ 6.2% |
$21.6K - $26.9K
|
1.13K
$510K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
65+ 1.12% |
$21.2K - $26.5K
|
5.86K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
65+ 1.88% |
$21.2K - $26.5K
|
3.53K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65+ 3.43% |
$21.2K - $26.5K
|
1.96K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
65+ 2.85% |
$21.2K - $26.5K
|
2.35K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
64+ 5.7% |
$20.9K - $26.1K
|
1.19K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
63+ 2.98% |
$20.6K - $25.7K
|
2.18K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
63+ 3.4% |
$20.6K - $25.7K
|
1.92K
$864K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
63+ 3.74% |
$20.6K - $25.7K
|
1.75K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
62+ 620.0% |
$20.3K - $25.3K
|
72
$32.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61+ 2.39% |
$19.9K - $24.9K
|
2.62K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
60+ 2.98% |
$19.6K - $24.5K
|
2.07K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
60+ 4.74% |
$19.6K - $24.5K
|
1.33K
$598K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
59+ 5.4% |
$19.3K - $24.1K
|
1.15K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 40.69% |
$19.3K - $24.1K
|
204
$91.9K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
59+ 10.37% |
$19.3K - $24.1K
|
628
$283K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
59+ 1.2% |
$19.3K - $24.1K
|
4.97K
$2.24M
|