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
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38New |
$12.4K - $15.5K
|
38
$15.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 2.09% |
$12.4K - $15.5K
|
1.86K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 10.33% |
$12.4K - $15.5K
|
406
$163K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
38+ 0.75% |
$12.4K - $15.5K
|
5.08K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
37+ 2.89% |
$12.1K - $15.1K
|
1.32K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
37+ 16.02% |
$12.1K - $15.1K
|
268
$108K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
37+ 5.2% |
$12.1K - $15.1K
|
748
$301K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37+ 0.23% |
$12.1K - $15.1K
|
16.5K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37+ 3.8% |
$12.1K - $15.1K
|
1.01K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
37New |
$12.1K - $15.1K
|
37
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
37+ 5.96% |
$12.1K - $15.1K
|
658
$265K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
37+ 3.07% |
$12.1K - $15.1K
|
1.24K
$500K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
36+ 2.1% |
$11.8K - $14.7K
|
1.75K
$705K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 2.55% |
$11.8K - $14.7K
|
1.45K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 3.79% |
$11.8K - $14.7K
|
985
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36+ 0.78% |
$11.8K - $14.7K
|
4.64K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
36+ 0.62% |
$11.8K - $14.7K
|
5.8K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
36New |
$11.8K - $14.7K
|
36
$14.5K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36+ 14.57% |
$11.8K - $14.7K
|
283
$114K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36+ 1.78% |
$11.8K - $14.7K
|
2.06K
$827K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.69% |
$11.8K - $14.7K
|
2.16K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
36+ 0.99% |
$11.8K - $14.7K
|
3.68K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
35+ 1.13% |
$11.4K - $14.3K
|
3.15K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.89% |
$11.4K - $14.3K
|
543
$218K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
35+ 0.32% |
$11.4K - $14.3K
|
10.8K
$4.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
34+ 3.19% |
$11.1K - $13.9K
|
1.1K
$443K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
33+ 0.49% |
$10.8K - $13.5K
|
6.79K
$2.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
33+ 2.65% |
$10.8K - $13.5K
|
1.28K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
32+ 3.22% |
$10.5K - $13K
|
1.03K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32+ 1.02% |
$10.5K - $13K
|
3.17K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32+ 2.38% |
$10.5K - $13K
|
1.37K
$553K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
31+ 0.18% |
$10.1K - $12.6K
|
17.1K
$6.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
31+ 0.44% |
$10.1K - $12.6K
|
7.01K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
31+ 2.15% |
$10.1K - $12.6K
|
1.47K
$593K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
31+ 1.62% |
$10.1K - $12.6K
|
1.94K
$780K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31+ 49.21% |
$10.1K - $12.6K
|
94
$37.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 1.56% |
$9.8K - $12.2K
|
1.96K
$786K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
30+ 1.51% |
$9.8K - $12.2K
|
2.01K
$809K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
30+ 0.88% |
$9.8K - $12.2K
|
3.44K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 0.75% |
$9.8K - $12.2K
|
4.01K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
30+ 2.64% |
$9.8K - $12.2K
|
1.17K
$469K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
29+ 0.45% |
$9.48K - $11.8K
|
6.44K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
29+ 0.15% |
$9.48K - $11.8K
|
19.2K
$7.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
29+ 1.89% |
$9.48K - $11.8K
|
1.56K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
29+ 0.3% |
$9.48K - $11.8K
|
9.64K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
28+ 0.17% |
$9.15K - $11.4K
|
16.2K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 2.94% |
$9.15K - $11.4K
|
979
$394K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
28+ 3.85% |
$9.15K - $11.4K
|
755
$304K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
28+ 5.6% |
$9.15K - $11.4K
|
528
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
27+ 2.45% |
$8.82K - $11K
|
1.13K
$453K
|