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 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-20- 2.61% |
$6.54K - $8.15K
|
746
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.11% |
$6.54K - $8.15K
|
18.1K
$8.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-20- 1.85% |
$6.54K - $8.15K
|
1.06K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-20- 9.76% |
$6.54K - $8.15K
|
185
$83.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.44% |
$6.54K - $8.15K
|
4.49K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 1.46% |
$6.54K - $8.15K
|
1.35K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.67% |
$6.54K - $8.15K
|
729
$329K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-20- 0.52% |
$6.54K - $8.15K
|
3.85K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 10.0% |
$6.54K - $8.15K
|
180
$81.1K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.38% |
$6.54K - $8.15K
|
5.24K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-20- 2.84% |
$6.54K - $8.15K
|
684
$308K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 2.4% |
$6.54K - $8.15K
|
815
$367K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-20- 1.27% |
$6.54K - $8.15K
|
1.55K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-20- 1.31% |
$6.54K - $8.15K
|
1.51K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.34% |
$6.86K - $8.56K
|
1.55K
$698K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-21- 0.51% |
$6.86K - $8.56K
|
4.1K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-21- 0.06% |
$6.86K - $8.56K
|
35K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-21- 1.15% |
$6.86K - $8.56K
|
1.81K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21- 2.45% |
$6.86K - $8.56K
|
836
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-21- 2.11% |
$6.86K - $8.56K
|
975
$439K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.11% |
$6.86K - $8.56K
|
1.88K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-21- 1.59% |
$6.86K - $8.56K
|
1.3K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22- 0.71% |
$7.19K - $8.97K
|
3.08K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-22- 0.15% |
$7.19K - $8.97K
|
15K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-22- 3.15% |
$7.19K - $8.97K
|
676
$305K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22- 1.02% |
$7.19K - $8.97K
|
2.13K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-23- 3.23% |
$7.52K - $9.38K
|
689
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-23- 2.84% |
$7.52K - $9.38K
|
786
$354K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-23- 4.88% |
$7.52K - $9.38K
|
448
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-24- 0.3% |
$7.84K - $9.78K
|
7.86K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-24- 2.96% |
$7.84K - $9.78K
|
786
$354K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-25- 0.55% |
$8.17K - $10.2K
|
4.52K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-25- 0.87% |
$8.17K - $10.2K
|
2.85K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.17% |
$8.17K - $10.2K
|
15.1K
$6.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-25- 2.82% |
$8.17K - $10.2K
|
863
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.88% |
$8.17K - $10.2K
|
842
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-25- 0.62% |
$8.17K - $10.2K
|
4.01K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-25- 1.98% |
$8.17K - $10.2K
|
1.24K
$557K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-25- 1.96% |
$8.17K - $10.2K
|
1.25K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.64% |
$8.17K - $10.2K
|
3.9K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-25- 0.44% |
$8.17K - $10.2K
|
5.71K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-25- 5.58% |
$8.17K - $10.2K
|
423
$191K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-25- 1.46% |
$8.17K - $10.2K
|
1.68K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-25- 3.68% |
$8.17K - $10.2K
|
655
$295K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-25- 0.06% |
$8.17K - $10.2K
|
42K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.22% |
$8.17K - $10.2K
|
2.03K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-25- 0.31% |
$8.17K - $10.2K
|
7.92K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-26- 1.32% |
$8.5K - $10.6K
|
1.95K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-27- 1.84% |
$8.82K - $11K
|
1.44K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-27- 2.84% |
$8.82K - $11K
|
925
$417K
|