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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
48.3KNew |
$15.8M - $19.7M
|
48.3K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
47.1K+ 16.09% |
$15.4M - $19.2M
|
340K
$137M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
46.2K+ 14.15% |
$15.1M - $18.8M
|
373K
$150M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
45KNew |
$14.7M - $18.3M
|
45K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.6K+ 16.09% |
$14.6M - $18.2M
|
322K
$130M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
43.8KNew |
$14.3M - $17.9M
|
43.8K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
38.6KNew |
$12.6M - $15.7M
|
38.6K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
37.8K+ 125.6% |
$12.4M - $15.4M
|
68K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
37.5K+ 19.07% |
$12.2M - $15.3M
|
234K
$94M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.8K+ 188.42% |
$11.7M - $14.6M
|
54.9K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
31.7KNew |
$10.4M - $12.9M
|
31.7K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31.6K+ 16.0% |
$10.3M - $12.9M
|
229K
$92.1M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
31.3KNew |
$10.2M - $12.7M
|
31.3K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 3.35% |
$9.95M - $12.4M
|
940K
$378M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
29.4K+ 44.52% |
$9.62M - $12M
|
95.6K
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
29K+ 28.54% |
$9.49M - $11.8M
|
131K
$52.6M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28.8K+ 39.0% |
$9.4M - $11.7M
|
103K
$41.2M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
28.7K+ 218.82% |
$9.36M - $11.7M
|
41.7K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.6K+ 17.52% |
$9.34M - $11.6M
|
192K
$77.1M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
28.3K+ 96.98% |
$9.25M - $11.5M
|
57.5K
$23.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27.6K+ 26.12% |
$9.03M - $11.3M
|
133K
$53.6M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
27.6KNew |
$9.02M - $11.3M
|
27.6K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
27.5K+ 6.25% |
$8.99M - $11.2M
|
468K
$188M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
27.2K+ 1222.91% |
$8.88M - $11.1M
|
29.4K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
26.4K+ 20.42% |
$8.64M - $10.8M
|
156K
$62.7M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
26.1K+ 9.26% |
$8.54M - $10.7M
|
308K
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
24.4K+ 78.13% |
$7.98M - $9.96M
|
55.7K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
24.1KNew |
$7.87M - $9.81M
|
24.1K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
23.5KNew |
$7.68M - $9.58M
|
23.5K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
22.8K+ 8.92% |
$7.46M - $9.31M
|
279K
$112M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.2KNew |
$7.25M - $9.04M
|
22.2K
$8.92M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.8K+ 8.61% |
$6.8M - $8.48M
|
262K
$106M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
19.9K+ 355.03% |
$6.51M - $8.13M
|
25.6K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.2K+ 10.35% |
$6.29M - $7.84M
|
205K
$82.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.7K+ 1225.08% |
$6.1M - $7.61M
|
20.2K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
18.5K+ 2150.81% |
$6.06M - $7.56M
|
19.4K
$7.8M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
18.5K+ 446.85% |
$6.04M - $7.54M
|
22.6K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
18.4K+ 199.76% |
$6M - $7.49M
|
27.6K
$11.1M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
17.9KNew |
$5.84M - $7.29M
|
17.9K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
17.8KNew |
$5.8M - $7.24M
|
17.8K
$7.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.2K+ 6.27% |
$5.61M - $7M
|
291K
$117M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17K+ 595.2% |
$5.55M - $6.93M
|
19.9K
$7.99M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
17K+ 8.51% |
$5.55M - $6.92M
|
217K
$87.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17K+ 17.63% |
$5.54M - $6.91M
|
113K
$45.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.8K+ 180.89% |
$5.5M - $6.86M
|
26.1K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
16.3K+ 0.63% |
$5.32M - $6.64M
|
2.61M
$1.05B
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
16.1K+ 7.02% |
$5.26M - $6.56M
|
245K
$98.7M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15.9K+ 580.67% |
$5.18M - $6.47M
|
18.6K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15.7K+ 1.53% |
$5.13M - $6.39M
|
1.04M
$418M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.6K+ 6.46% |
$5.08M - $6.34M
|
256K
$103M
|