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 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-15- 1.69% |
$4.9K - $6.11K
|
872
$351K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 2.01% |
$4.9K - $6.11K
|
731
$294K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-15- 0.65% |
$4.9K - $6.11K
|
2.3K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-15- 0.36% |
$4.9K - $6.11K
|
4.15K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.14% |
$4.9K - $6.11K
|
685
$275K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-16- 17.39% |
$5.23K - $6.52K
|
76
$30.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-16- 0.42% |
$5.23K - $6.52K
|
3.78K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-16- 1.67% |
$5.23K - $6.52K
|
942
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-17- 2.34% |
$5.55K - $6.93K
|
711
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 2.0% |
$5.55K - $6.93K
|
835
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.64% |
$5.55K - $6.93K
|
2.63K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-17- 0.6% |
$5.55K - $6.93K
|
2.84K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-17- 1.88% |
$5.55K - $6.93K
|
885
$356K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-17- 0.19% |
$5.55K - $6.93K
|
8.89K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17- 4.91% |
$5.55K - $6.93K
|
329
$132K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-17- 0.4% |
$5.55K - $6.93K
|
4.23K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-18- 0.54% |
$5.88K - $7.34K
|
3.33K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-18- 0.4% |
$5.88K - $7.34K
|
4.45K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-18- 2.19% |
$5.88K - $7.34K
|
805
$324K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-18- 1.07% |
$5.88K - $7.34K
|
1.66K
$668K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-18- 2.45% |
$5.88K - $7.34K
|
718
$289K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18- 0.37% |
$5.88K - $7.34K
|
4.79K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-18- 2.77% |
$5.88K - $7.34K
|
631
$254K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-18- 0.7% |
$5.88K - $7.34K
|
2.55K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-19- 2.47% |
$6.21K - $7.74K
|
751
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19- 0.85% |
$6.21K - $7.74K
|
2.23K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-19- 2.97% |
$6.21K - $7.74K
|
621
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-19- 2.38% |
$6.21K - $7.74K
|
780
$314K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-19- 0.73% |
$6.21K - $7.74K
|
2.59K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-20- 2.61% |
$6.54K - $8.15K
|
746
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.11% |
$6.54K - $8.15K
|
18.1K
$7.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-20- 1.85% |
$6.54K - $8.15K
|
1.06K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-20- 9.76% |
$6.54K - $8.15K
|
185
$74.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.44% |
$6.54K - $8.15K
|
4.49K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 1.46% |
$6.54K - $8.15K
|
1.35K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.67% |
$6.54K - $8.15K
|
729
$293K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-20- 0.52% |
$6.54K - $8.15K
|
3.85K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 10.0% |
$6.54K - $8.15K
|
180
$72.4K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.38% |
$6.54K - $8.15K
|
5.24K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-20- 2.84% |
$6.54K - $8.15K
|
684
$275K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 2.4% |
$6.54K - $8.15K
|
815
$328K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-20- 1.27% |
$6.54K - $8.15K
|
1.55K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-20- 1.31% |
$6.54K - $8.15K
|
1.51K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.34% |
$6.86K - $8.56K
|
1.55K
$623K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-21- 0.51% |
$6.86K - $8.56K
|
4.1K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-21- 0.06% |
$6.86K - $8.56K
|
35K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-21- 1.15% |
$6.86K - $8.56K
|
1.81K
$726K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21- 2.45% |
$6.86K - $8.56K
|
836
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-21- 2.11% |
$6.86K - $8.56K
|
975
$392K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.11% |
$6.86K - $8.56K
|
1.88K
$755K
|