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 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
31+ 2.15% |
$10.1K - $12.6K
|
1.47K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
31+ 1.62% |
$10.1K - $12.6K
|
1.94K
$874K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31+ 49.21% |
$10.1K - $12.6K
|
94
$42.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 1.56% |
$9.8K - $12.2K
|
1.96K
$881K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
30+ 1.51% |
$9.8K - $12.2K
|
2.01K
$907K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
30+ 0.88% |
$9.8K - $12.2K
|
3.44K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 0.75% |
$9.8K - $12.2K
|
4.01K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
30+ 2.64% |
$9.8K - $12.2K
|
1.17K
$526K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
29+ 0.45% |
$9.48K - $11.8K
|
6.44K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
29+ 0.15% |
$9.48K - $11.8K
|
19.2K
$8.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
29+ 1.89% |
$9.48K - $11.8K
|
1.56K
$704K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
29+ 0.3% |
$9.48K - $11.8K
|
9.64K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
28+ 0.17% |
$9.15K - $11.4K
|
16.2K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 2.94% |
$9.15K - $11.4K
|
979
$441K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
28+ 3.85% |
$9.15K - $11.4K
|
755
$340K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
28+ 5.6% |
$9.15K - $11.4K
|
528
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
27+ 2.45% |
$8.82K - $11K
|
1.13K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
27+ 2.35% |
$8.82K - $11K
|
1.18K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26+ 0.41% |
$8.5K - $10.6K
|
6.31K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26+ 1.56% |
$8.5K - $10.6K
|
1.69K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
26+ 3.66% |
$8.5K - $10.6K
|
736
$332K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
26New |
$8.5K - $10.6K
|
26
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
26+ 0.73% |
$8.5K - $10.6K
|
3.58K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
25+ 1.14% |
$8.17K - $10.2K
|
2.22K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.63% |
$8.17K - $10.2K
|
977
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 10.92% |
$8.17K - $10.2K
|
254
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
25New |
$8.17K - $10.2K
|
25
$11.3K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
25+ 0.86% |
$8.17K - $10.2K
|
2.92K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
25+ 2.72% |
$8.17K - $10.2K
|
944
$425K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 15.24% |
$8.17K - $10.2K
|
189
$85.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
24+ 0.62% |
$7.84K - $9.78K
|
3.92K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
24+ 1.27% |
$7.84K - $9.78K
|
1.92K
$866K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23+ 0.88% |
$7.52K - $9.38K
|
2.64K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
23+ 2.61% |
$7.52K - $9.38K
|
903
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.3% |
$7.19K - $8.97K
|
7.43K
$3.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 1.12% |
$7.19K - $8.97K
|
1.98K
$892K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
22+ 1.63% |
$7.19K - $8.97K
|
1.37K
$619K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
22+ 0.16% |
$7.19K - $8.97K
|
13.5K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
22+ 1.62% |
$7.19K - $8.97K
|
1.38K
$621K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21+ 1.71% |
$6.86K - $8.56K
|
1.25K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 2.77% |
$6.86K - $8.56K
|
778
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
21+ 1.69% |
$6.86K - $8.56K
|
1.26K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 7.24% |
$6.86K - $8.56K
|
311
$140K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
21+ 3.31% |
$6.86K - $8.56K
|
656
$296K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$6.54K - $8.15K
|
4.93K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20+ 1.14% |
$6.54K - $8.15K
|
1.77K
$798K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.96% |
$6.54K - $8.15K
|
2.11K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
20+ 0.38% |
$6.54K - $8.15K
|
5.22K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20+ 0.52% |
$6.54K - $8.15K
|
3.86K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$9.01K
|