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 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.23% |
$1.63K - $2.04K
|
2.17K
$977K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.63K - $2.04K
|
6.12K
$2.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$2.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5+ 0.4% |
$1.63K - $2.04K
|
1.26K
$567K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.2K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.48% |
$1.63K - $2.04K
|
1.04K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.31% |
$1.63K - $2.04K
|
1.61K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.63K - $2.04K
|
849
$383K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.38% |
$1.63K - $2.04K
|
1.32K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.2K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.28% |
$1.63K - $2.04K
|
1.79K
$804K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 18.18% |
$1.31K - $1.63K
|
26
$11.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$1.31K - $1.63K
|
3.25K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.01% |
$1.31K - $1.63K
|
73.8K
$33.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.04% |
$1.31K - $1.63K
|
9.26K
$4.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.31K - $1.63K
|
1.54K
$692K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4+ 0.04% |
$1.31K - $1.63K
|
9.59K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4+ 0.3% |
$1.31K - $1.63K
|
1.32K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.31K - $1.63K
|
16.7K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.31K - $1.63K
|
1.05K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.6% |
$1.31K - $1.63K
|
667
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4+ 0.54% |
$1.31K - $1.63K
|
739
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4+ 0.61% |
$1.31K - $1.63K
|
655
$295K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.39% |
$1.31K - $1.63K
|
1.04K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4+ 0.05% |
$1.31K - $1.63K
|
7.81K
$3.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$980 - $1.22K
|
3.67K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
716
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.14% |
$980 - $1.22K
|
2.11K
$949K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.14% |
$980 - $1.22K
|
2.22K
$998K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$980 - $1.22K
|
766
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$980 - $1.22K
|
2.62K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3+ 0.93% |
$980 - $1.22K
|
326
$147K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
3+ 0.12% |
$980 - $1.22K
|
2.55K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 23.08% |
$980 - $1.22K
|
16
$7.21K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
717
$323K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$980 - $1.22K
|
1.33K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.46% |
$980 - $1.22K
|
662
$298K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.35K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.35K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.02K
$908K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.26% |
$654 - $815
|
762
$343K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2+ 0.29% |
$654 - $815
|
689
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.16% |
$654 - $815
|
1.23K
$555K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.25% |
$654 - $815
|
787
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2+ 0.17% |
$654 - $815
|
1.16K
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 15.38% |
$654 - $815
|
15
$6.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.1K
$945K
|