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 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.44% |
$1.63K - $2.04K
|
1.14K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-5- 0.61% |
$1.63K - $2.04K
|
811
$326K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5- 0.15% |
$1.63K - $2.04K
|
3.39K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5- 1.04% |
$1.63K - $2.04K
|
477
$192K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
922
$371K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5- 0.04% |
$1.63K - $2.04K
|
12.6K
$5.06M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.06% |
$1.63K - $2.04K
|
7.9K
$3.18M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5- 0.78% |
$1.63K - $2.04K
|
639
$257K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 2.5% |
$1.96K - $2.45K
|
234
$94.1K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-6- 0.75% |
$1.96K - $2.45K
|
799
$321K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-6- 0.37% |
$1.96K - $2.45K
|
1.61K
$649K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7- 0.79% |
$2.29K - $2.85K
|
877
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.41% |
$2.29K - $2.85K
|
1.68K
$676K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-7- 2.31% |
$2.29K - $2.85K
|
296
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 0.25% |
$2.29K - $2.85K
|
2.85K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.24% |
$2.29K - $2.85K
|
2.92K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-7- 0.88% |
$2.29K - $2.85K
|
790
$318K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7- 0.73% |
$2.29K - $2.85K
|
951
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.33K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.49% |
$2.61K - $3.26K
|
1.62K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.85% |
$2.61K - $3.26K
|
930
$374K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 2.09% |
$2.61K - $3.26K
|
374
$150K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.64% |
$2.61K - $3.26K
|
1.24K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.32K
$529K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 1.82% |
$2.94K - $3.67K
|
485
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.16% |
$2.94K - $3.67K
|
65
$26.1K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-9- 0.01% |
$2.94K - $3.67K
|
79K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9- 1.23% |
$2.94K - $3.67K
|
721
$290K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9- 0.02% |
$2.94K - $3.67K
|
41.8K
$16.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$3.27K - $4.08K
|
2.63K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-10- 0.24% |
$3.27K - $4.08K
|
4.23K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10- 0.11% |
$3.27K - $4.08K
|
9.22K
$3.71M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10- 1.44% |
$3.27K - $4.08K
|
686
$276K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.41% |
$3.27K - $4.08K
|
2.43K
$979K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11- 0.91% |
$3.59K - $4.48K
|
1.2K
$481K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-11- 1.67% |
$3.59K - $4.48K
|
646
$260K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12- 0.25% |
$3.92K - $4.89K
|
4.79K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 2.31% |
$4.25K - $5.3K
|
550
$221K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-13- 0.45% |
$4.25K - $5.3K
|
2.86K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-13- 0.67% |
$4.25K - $5.3K
|
1.91K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 2.01% |
$4.57K - $5.71K
|
683
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-14- 2.16% |
$4.57K - $5.71K
|
633
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-14- 0.69% |
$4.57K - $5.71K
|
2.03K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14- 1.24% |
$4.57K - $5.71K
|
1.11K
$448K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-14- 0.14% |
$4.57K - $5.71K
|
9.85K
$3.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-15- 1.41% |
$4.9K - $6.11K
|
1.05K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15- 0.05% |
$4.9K - $6.11K
|
33.3K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-15- 0.22% |
$4.9K - $6.11K
|
6.81K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-15- 0.65% |
$4.9K - $6.11K
|
2.3K
$926K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.71% |
$4.9K - $6.11K
|
2.1K
$844K
|