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 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
27+ 2.35% |
$8.82K - $11K
|
1.18K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26+ 0.41% |
$8.5K - $10.6K
|
6.31K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26+ 1.56% |
$8.5K - $10.6K
|
1.69K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
26+ 3.66% |
$8.5K - $10.6K
|
736
$296K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
26New |
$8.5K - $10.6K
|
26
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
26+ 0.73% |
$8.5K - $10.6K
|
3.58K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
25+ 1.14% |
$8.17K - $10.2K
|
2.22K
$894K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.63% |
$8.17K - $10.2K
|
977
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 10.92% |
$8.17K - $10.2K
|
254
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
25New |
$8.17K - $10.2K
|
25
$10.1K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
25+ 0.86% |
$8.17K - $10.2K
|
2.92K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
25+ 2.72% |
$8.17K - $10.2K
|
944
$380K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 15.24% |
$8.17K - $10.2K
|
189
$76K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
24+ 0.62% |
$7.84K - $9.78K
|
3.92K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
24+ 1.27% |
$7.84K - $9.78K
|
1.92K
$773K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23+ 0.88% |
$7.52K - $9.38K
|
2.64K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
23+ 2.61% |
$7.52K - $9.38K
|
903
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.3% |
$7.19K - $8.97K
|
7.43K
$2.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 1.12% |
$7.19K - $8.97K
|
1.98K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
22+ 1.63% |
$7.19K - $8.97K
|
1.37K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
22+ 0.16% |
$7.19K - $8.97K
|
13.5K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
22+ 1.62% |
$7.19K - $8.97K
|
1.38K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21+ 1.71% |
$6.86K - $8.56K
|
1.25K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 2.77% |
$6.86K - $8.56K
|
778
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
21+ 1.69% |
$6.86K - $8.56K
|
1.26K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 7.24% |
$6.86K - $8.56K
|
311
$125K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
21+ 3.31% |
$6.86K - $8.56K
|
656
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$6.54K - $8.15K
|
4.93K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20+ 1.14% |
$6.54K - $8.15K
|
1.77K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.96% |
$6.54K - $8.15K
|
2.11K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
20+ 0.38% |
$6.54K - $8.15K
|
5.22K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20+ 0.52% |
$6.54K - $8.15K
|
3.86K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$8.04K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$8.04K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
20+ 20.62% |
$6.54K - $8.15K
|
117
$47.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19+ 2.86% |
$6.21K - $7.74K
|
684
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19+ 1.76% |
$6.21K - $7.74K
|
1.1K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 1.91% |
$6.21K - $7.74K
|
1.01K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 1.5% |
$6.21K - $7.74K
|
1.29K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
19+ 1.66% |
$6.21K - $7.74K
|
1.16K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 0.49% |
$6.21K - $7.74K
|
3.89K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.67% |
$5.88K - $7.34K
|
2.7K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.08% |
$5.88K - $7.34K
|
21.2K
$8.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.94% |
$5.88K - $7.34K
|
1.94K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
18+ 1.37% |
$5.88K - $7.34K
|
1.33K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$5.88K - $7.34K
|
20
$8.04K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18+ 2.86% |
$5.88K - $7.34K
|
647
$260K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
18+ 2.82% |
$5.88K - $7.34K
|
656
$264K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 2.56% |
$5.55K - $6.93K
|
681
$274K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$5.55K - $6.93K
|
28
$11.3K
|