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 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.31K - $1.63K
|
16.7K
$6.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.31K - $1.63K
|
1.05K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.6% |
$1.31K - $1.63K
|
667
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4+ 0.54% |
$1.31K - $1.63K
|
739
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4+ 0.61% |
$1.31K - $1.63K
|
655
$263K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.39% |
$1.31K - $1.63K
|
1.04K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4+ 0.05% |
$1.31K - $1.63K
|
7.81K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$980 - $1.22K
|
3.67K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
716
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.14% |
$980 - $1.22K
|
2.11K
$847K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.14% |
$980 - $1.22K
|
2.22K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$980 - $1.22K
|
766
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$980 - $1.22K
|
2.62K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3+ 0.93% |
$980 - $1.22K
|
326
$131K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
3+ 0.12% |
$980 - $1.22K
|
2.55K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 23.08% |
$980 - $1.22K
|
16
$6.43K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
717
$288K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$980 - $1.22K
|
1.33K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.46% |
$980 - $1.22K
|
662
$266K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.21K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.21K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.02K
$810K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.26% |
$654 - $815
|
762
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2+ 0.29% |
$654 - $815
|
689
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.16% |
$654 - $815
|
1.23K
$495K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.25% |
$654 - $815
|
787
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2+ 0.17% |
$654 - $815
|
1.16K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 15.38% |
$654 - $815
|
15
$6.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.1K
$843K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.24% |
$654 - $815
|
842
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 1.0% |
$654 - $815
|
202
$81.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.06K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.86K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2+ 0.21% |
$654 - $815
|
943
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$654 - $815
|
4.46K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 5.41% |
$654 - $815
|
39
$15.7K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.09% |
$654 - $815
|
2.29K
$920K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.31% |
$654 - $815
|
646
$260K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.94K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.78K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.18% |
$654 - $815
|
1.09K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.12% |
$654 - $815
|
1.66K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.13% |
$654 - $815
|
1.51K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.65% |
$654 - $815
|
310
$125K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.13% |
$654 - $815
|
1.59K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.29% |
$654 - $815
|
685
$275K
|