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 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3- 4.29% |
$980 - $1.22K
|
67
$30.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$1.31K - $1.63K
|
11
$4.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-4- 0.39% |
$1.31K - $1.63K
|
1.02K
$460K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.17% |
$1.31K - $1.63K
|
2.32K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.31K - $1.63K
|
2.07K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.4% |
$1.31K - $1.63K
|
984
$443K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.09% |
$1.31K - $1.63K
|
4.38K
$1.97M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.31K - $1.63K
|
3.84K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 1.63% |
$1.63K - $2.04K
|
301
$136K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.15% |
$1.63K - $2.04K
|
3.4K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.63K - $2.04K
|
16.2K
$7.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 5.26% |
$1.63K - $2.04K
|
90
$40.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.13% |
$1.63K - $2.04K
|
3.74K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5- 0.11% |
$1.63K - $2.04K
|
4.64K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
917
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.27K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
915
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.3K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.08% |
$1.63K - $2.04K
|
6.21K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.44% |
$1.63K - $2.04K
|
1.14K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-5- 0.61% |
$1.63K - $2.04K
|
811
$365K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5- 0.15% |
$1.63K - $2.04K
|
3.39K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5- 1.04% |
$1.63K - $2.04K
|
477
$215K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
922
$416K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5- 0.04% |
$1.63K - $2.04K
|
12.6K
$5.67M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.06% |
$1.63K - $2.04K
|
7.9K
$3.56M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5- 0.78% |
$1.63K - $2.04K
|
639
$288K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 2.5% |
$1.96K - $2.45K
|
234
$105K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-6- 0.75% |
$1.96K - $2.45K
|
799
$360K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-6- 0.37% |
$1.96K - $2.45K
|
1.61K
$727K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6Closed |
$1.96K - $2.45K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7- 0.79% |
$2.29K - $2.85K
|
877
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.41% |
$2.29K - $2.85K
|
1.68K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-7- 2.31% |
$2.29K - $2.85K
|
296
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 0.25% |
$2.29K - $2.85K
|
2.85K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.24% |
$2.29K - $2.85K
|
2.92K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-7- 0.88% |
$2.29K - $2.85K
|
790
$356K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7- 0.73% |
$2.29K - $2.85K
|
951
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.33K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.49% |
$2.61K - $3.26K
|
1.62K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.85% |
$2.61K - $3.26K
|
930
$419K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 2.09% |
$2.61K - $3.26K
|
374
$169K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.64% |
$2.61K - $3.26K
|
1.24K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.32K
$593K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 1.82% |
$2.94K - $3.67K
|
485
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.16% |
$2.94K - $3.67K
|
65
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-9- 0.01% |
$2.94K - $3.67K
|
79K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9- 1.23% |
$2.94K - $3.67K
|
721
$325K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9- 0.02% |
$2.94K - $3.67K
|
41.8K
$18.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$3.27K - $4.08K
|
2.63K
$1.19M
|