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 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
59+ 5.47% |
$19.3K - $24.1K
|
1.14K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
58New |
$19K - $23.6K
|
58
$26.1K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
58+ 1.42% |
$19K - $23.6K
|
4.15K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
58+ 1.57% |
$19K - $23.6K
|
3.74K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
58+ 6.06% |
$19K - $23.6K
|
1.02K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 8.13% |
$18.6K - $23.2K
|
758
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
56+ 5.93% |
$18.3K - $22.8K
|
1K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.6% |
$18.3K - $22.8K
|
1.06K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
56+ 1.98% |
$18.3K - $22.8K
|
2.88K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 8.05% |
$18K - $22.4K
|
738
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
54+ 3.66% |
$17.6K - $22K
|
1.53K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
54+ 0.65% |
$17.6K - $22K
|
8.39K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 3.98% |
$17.6K - $22K
|
1.41K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
54+ 5.37% |
$17.6K - $22K
|
1.06K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
54+ 11.56% |
$17.6K - $22K
|
521
$235K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
54+ 28.27% |
$17.6K - $22K
|
245
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 4.13% |
$17.3K - $21.6K
|
1.34K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
53+ 0.88% |
$17.3K - $21.6K
|
6.09K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53+ 5.63% |
$17.3K - $21.6K
|
994
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
52+ 3.39% |
$17K - $21.2K
|
1.59K
$714K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
52+ 2.72% |
$17K - $21.2K
|
1.97K
$886K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
51+ 4.14% |
$16.7K - $20.8K
|
1.28K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
51+ 5.72% |
$16.7K - $20.8K
|
943
$425K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 2.47% |
$16.7K - $20.8K
|
2.12K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
51+ 4.03% |
$16.7K - $20.8K
|
1.32K
$594K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
51New |
$16.7K - $20.8K
|
51
$23K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 3.94% |
$16.3K - $20.4K
|
1.32K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
50+ 2.61% |
$16.3K - $20.4K
|
1.97K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
50+ 3.09% |
$16.3K - $20.4K
|
1.67K
$752K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$16.3K - $20.4K
|
50
$22.5K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
49+ 1.34% |
$16K - $20K
|
3.72K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 3.11% |
$16K - $20K
|
1.63K
$733K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 2.53% |
$15.7K - $19.6K
|
1.95K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
47+ 7.73% |
$15.4K - $19.2K
|
655
$295K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
47+ 5.02% |
$15.4K - $19.2K
|
984
$443K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
46+ 8.61% |
$15K - $18.8K
|
580
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
46+ 2.33% |
$15K - $18.8K
|
2.02K
$910K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46+ 0.9% |
$15K - $18.8K
|
5.17K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
45+ 1.69% |
$14.7K - $18.3K
|
2.7K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
45+ 7.69% |
$14.7K - $18.3K
|
630
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 1.24% |
$14.7K - $18.3K
|
3.69K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
45+ 1.03% |
$14.7K - $18.3K
|
4.43K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
45+ 0.59% |
$14.7K - $18.3K
|
7.66K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 4.83% |
$14.7K - $18.3K
|
977
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 2.55% |
$14.4K - $17.9K
|
1.77K
$798K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
44+ 0.48% |
$14.4K - $17.9K
|
9.3K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44+ 2.69% |
$14.4K - $17.9K
|
1.68K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43+ 22.51% |
$14.1K - $17.5K
|
234
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43+ 1.43% |
$14.1K - $17.5K
|
3.05K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 1.59% |
$14.1K - $17.5K
|
2.74K
$1.23M
|