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 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15.5K+ 9.77% |
$5.05M - $6.3M
|
174K
$69.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.3K+ 0.47% |
$5.01M - $6.26M
|
3.3M
$1.33B
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
15.3K+ 7.38% |
$5M - $6.23M
|
222K
$89.5M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
15KNew |
$4.9M - $6.11M
|
15K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
14.2KNew |
$4.64M - $5.79M
|
14.2K
$5.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14.1K+ 11.24% |
$4.6M - $5.73M
|
139K
$56M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14K+ 23.13% |
$4.58M - $5.72M
|
74.7K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
14K+ 14.03% |
$4.57M - $5.7M
|
114K
$45.7M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
13.9K+ 942.71% |
$4.54M - $5.67M
|
15.4K
$6.19M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.9K+ 3.38% |
$4.54M - $5.66M
|
425K
$171M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 114.68% |
$4.49M - $5.6M
|
25.7K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.2K+ 8.88% |
$4.31M - $5.38M
|
162K
$65.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.1K+ 57.18% |
$4.28M - $5.34M
|
36K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13K+ 111.2% |
$4.24M - $5.29M
|
24.6K
$9.91M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13K+ 134.22% |
$4.23M - $5.28M
|
22.6K
$9.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
12.5K+ 11.52% |
$4.09M - $5.1M
|
121K
$48.7M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$4.08M - $5.08M
|
12.5K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.4K+ 2908.64% |
$4.07M - $5.07M
|
12.9K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
12.4K+ 4.7% |
$4.04M - $5.04M
|
275K
$111M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.2KNew |
$3.99M - $4.98M
|
12.2K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12K+ 12.51% |
$3.93M - $4.9M
|
108K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.6K+ 30.22% |
$3.8M - $4.74M
|
50.1K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
11.4K+ 39.26% |
$3.72M - $4.64M
|
40.4K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
11.2K+ 7.36% |
$3.67M - $4.57M
|
164K
$65.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
11.1K+ 11.28% |
$3.62M - $4.52M
|
109K
$44M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$3.57M - $4.46M
|
10.9K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.9K+ 23.85% |
$3.57M - $4.46M
|
56.8K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
10.6KNew |
$3.45M - $4.3M
|
10.6K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
10.5K+ 525900.0% |
$3.44M - $4.29M
|
10.5K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.2KNew |
$3.34M - $4.16M
|
10.2K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
9.6KNew |
$3.14M - $3.91M
|
9.6K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.59K+ 4.15% |
$3.13M - $3.91M
|
241K
$96.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.54K+ 4.9% |
$3.12M - $3.89M
|
204K
$82.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.97K+ 57.76% |
$2.93M - $3.65M
|
24.5K
$9.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
8.88K+ 888.0% |
$2.9M - $3.62M
|
9.88K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.67K+ 9.46% |
$2.83M - $3.53M
|
100K
$40.3M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
8.63K+ 239.7% |
$2.82M - $3.52M
|
12.2K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.63K+ 2.9% |
$2.82M - $3.52M
|
306K
$123M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.57K+ 54.31% |
$2.8M - $3.5M
|
24.4K
$9.8M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
8.43K+ 6.79% |
$2.76M - $3.44M
|
133K
$53.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.38K+ 55.96% |
$2.74M - $3.42M
|
23.4K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.37K+ 87.57% |
$2.73M - $3.41M
|
17.9K
$7.21M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8.29K+ 358.3% |
$2.71M - $3.38M
|
10.6K
$4.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.27K+ 2.66% |
$2.7M - $3.37M
|
319K
$128M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.05K+ 4.94% |
$2.63M - $3.28M
|
171K
$68.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
7.87KNew |
$2.57M - $3.21M
|
7.87K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.56K+ 5.1% |
$2.47M - $3.08M
|
156K
$62.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.46K+ 10.87% |
$2.44M - $3.04M
|
76.1K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.32K+ 38.35% |
$2.39M - $2.99M
|
26.4K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.25K+ 13.17% |
$2.37M - $2.96M
|
62.3K
$25.1M
|