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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$9.01K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
20+ 20.62% |
$6.54K - $8.15K
|
117
$52.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19+ 2.86% |
$6.21K - $7.74K
|
684
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19+ 1.76% |
$6.21K - $7.74K
|
1.1K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 1.91% |
$6.21K - $7.74K
|
1.01K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 1.5% |
$6.21K - $7.74K
|
1.29K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
19+ 1.66% |
$6.21K - $7.74K
|
1.16K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 0.49% |
$6.21K - $7.74K
|
3.89K
$1.75M
|
|
|
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
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.08% |
$5.88K - $7.34K
|
21.2K
$9.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.94% |
$5.88K - $7.34K
|
1.94K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
18+ 1.37% |
$5.88K - $7.34K
|
1.33K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$5.88K - $7.34K
|
20
$9.01K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18+ 2.86% |
$5.88K - $7.34K
|
647
$292K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
18+ 2.82% |
$5.88K - $7.34K
|
656
$296K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 2.56% |
$5.55K - $6.93K
|
681
$307K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$5.55K - $6.93K
|
28
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 1.81% |
$5.23K - $6.52K
|
899
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16+ 0.19% |
$5.23K - $6.52K
|
8.25K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
16+ 0.82% |
$5.23K - $6.52K
|
1.96K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 0.73% |
$5.23K - $6.52K
|
2.2K
$991K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16+ 1.38% |
$5.23K - $6.52K
|
1.18K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.23K - $6.52K
|
816
$368K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16+ 1.37% |
$5.23K - $6.52K
|
1.19K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
16+ 0.93% |
$5.23K - $6.52K
|
1.74K
$782K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15+ 0.81% |
$4.9K - $6.11K
|
1.87K
$842K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.43% |
$4.9K - $6.11K
|
3.53K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.64% |
$4.9K - $6.11K
|
928
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$4.9K - $6.11K
|
10.5K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 37.5% |
$4.9K - $6.11K
|
55
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
15+ 0.73% |
$4.9K - $6.11K
|
2.07K
$932K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 1.93% |
$4.57K - $5.71K
|
740
$333K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.28% |
$4.57K - $5.71K
|
5.06K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 14.0% |
$4.57K - $5.71K
|
114
$51.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.57K - $5.71K
|
1.61K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 0.5% |
$4.25K - $5.3K
|
2.62K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13+ 2.02% |
$4.25K - $5.3K
|
657
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
13+ 0.45% |
$4.25K - $5.3K
|
2.93K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.62% |
$4.25K - $5.3K
|
815
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
13+ 1.52% |
$4.25K - $5.3K
|
867
$391K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13+ 0.24% |
$4.25K - $5.3K
|
5.35K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.42% |
$3.92K - $4.89K
|
858
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12+ 16.22% |
$3.92K - $4.89K
|
86
$38.8K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
12+ 2.0% |
$3.92K - $4.89K
|
612
$276K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 1.23% |
$3.92K - $4.89K
|
989
$446K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
12+ 1.13% |
$3.92K - $4.89K
|
1.07K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
11+ 1.71% |
$3.59K - $4.48K
|
656
$296K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11+ 183.33% |
$3.59K - $4.48K
|
17
$7.66K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.24% |
$3.27K - $4.08K
|
4.13K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10+ 0.36% |
$3.27K - $4.08K
|
2.8K
$1.26M
|