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
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43New |
$14.1K - $17.5K
|
43
$19.4K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43+ 2.13% |
$14.1K - $17.5K
|
2.06K
$928K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
43+ 17.48% |
$14.1K - $17.5K
|
289
$130K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 1.97% |
$13.7K - $17.1K
|
2.17K
$979K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
42+ 4.8% |
$13.7K - $17.1K
|
917
$413K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
42+ 0.3% |
$13.7K - $17.1K
|
13.9K
$6.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.49% |
$13.4K - $16.7K
|
8.46K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
41+ 1.41% |
$13.4K - $16.7K
|
2.96K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
41+ 1.27% |
$13.4K - $16.7K
|
3.26K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
41+ 7.02% |
$13.4K - $16.7K
|
625
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
40+ 0.47% |
$13.1K - $16.3K
|
8.58K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
40+ 1.26% |
$13.1K - $16.3K
|
3.21K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
40+ 3.81% |
$13.1K - $16.3K
|
1.09K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
40+ 7.81% |
$13.1K - $16.3K
|
552
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 16.53% |
$12.7K - $15.9K
|
275
$124K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
39+ 0.35% |
$12.7K - $15.9K
|
11.2K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
39+ 3.7% |
$12.7K - $15.9K
|
1.09K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38New |
$12.4K - $15.5K
|
38
$17.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 2.09% |
$12.4K - $15.5K
|
1.86K
$838K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 10.33% |
$12.4K - $15.5K
|
406
$183K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
38+ 0.75% |
$12.4K - $15.5K
|
5.08K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
37+ 2.89% |
$12.1K - $15.1K
|
1.32K
$594K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
37+ 16.02% |
$12.1K - $15.1K
|
268
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
37+ 5.2% |
$12.1K - $15.1K
|
748
$337K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37+ 0.23% |
$12.1K - $15.1K
|
16.5K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37+ 3.8% |
$12.1K - $15.1K
|
1.01K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
37New |
$12.1K - $15.1K
|
37
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
37+ 5.96% |
$12.1K - $15.1K
|
658
$297K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
37+ 3.07% |
$12.1K - $15.1K
|
1.24K
$560K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
36+ 2.1% |
$11.8K - $14.7K
|
1.75K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 2.55% |
$11.8K - $14.7K
|
1.45K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 3.79% |
$11.8K - $14.7K
|
985
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36+ 0.78% |
$11.8K - $14.7K
|
4.64K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
36+ 0.62% |
$11.8K - $14.7K
|
5.8K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
36New |
$11.8K - $14.7K
|
36
$16.2K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36+ 14.57% |
$11.8K - $14.7K
|
283
$128K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36+ 1.78% |
$11.8K - $14.7K
|
2.06K
$927K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.69% |
$11.8K - $14.7K
|
2.16K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
36+ 0.99% |
$11.8K - $14.7K
|
3.68K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
35+ 1.13% |
$11.4K - $14.3K
|
3.15K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.89% |
$11.4K - $14.3K
|
543
$245K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
35+ 0.32% |
$11.4K - $14.3K
|
10.8K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
34+ 3.19% |
$11.1K - $13.9K
|
1.1K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
33+ 0.49% |
$10.8K - $13.5K
|
6.79K
$3.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
33+ 2.65% |
$10.8K - $13.5K
|
1.28K
$576K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
32+ 3.22% |
$10.5K - $13K
|
1.03K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32+ 1.02% |
$10.5K - $13K
|
3.17K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32+ 2.38% |
$10.5K - $13K
|
1.37K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
31+ 0.18% |
$10.1K - $12.6K
|
17.1K
$7.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
31+ 0.44% |
$10.1K - $12.6K
|
7.01K
$3.16M
|