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
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-34- 1.2% |
$11.1K - $13.9K
|
2.79K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.95% |
$11.4K - $14.3K
|
3.65K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 0.42% |
$11.4K - $14.3K
|
8.34K
$3.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-35- 0.37% |
$11.4K - $14.3K
|
9.35K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 0.35% |
$11.4K - $14.3K
|
9.97K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-36- 0.9% |
$11.8K - $14.7K
|
3.98K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-36- 2.15% |
$11.8K - $14.7K
|
1.64K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-36- 1.22% |
$11.8K - $14.7K
|
2.92K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-36- 2.88% |
$11.8K - $14.7K
|
1.22K
$489K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-36- 4.32% |
$11.8K - $14.7K
|
798
$321K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-36- 1.27% |
$11.8K - $14.7K
|
2.8K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-36- 0.83% |
$11.8K - $14.7K
|
4.32K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-37- 0.81% |
$12.1K - $15.1K
|
4.51K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 5.34% |
$12.4K - $15.5K
|
673
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.53% |
$12.4K - $15.5K
|
7.07K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$12.4K - $15.5K
|
8.88K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-39- 1.32% |
$12.7K - $15.9K
|
2.92K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.06% |
$12.7K - $15.9K
|
100
$40.2K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-39- 4.48% |
$12.7K - $15.9K
|
831
$334K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.08% |
$13.1K - $16.3K
|
3.66K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.49% |
$13.1K - $16.3K
|
8.2K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-40- 1.57% |
$13.1K - $16.3K
|
2.5K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-40- 1.05% |
$13.1K - $16.3K
|
3.78K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-40- 2.44% |
$13.1K - $16.3K
|
1.6K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-40- 2.57% |
$13.1K - $16.3K
|
1.52K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-40- 2.08% |
$13.1K - $16.3K
|
1.88K
$756K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 4.42% |
$13.1K - $16.3K
|
864
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 3.8% |
$13.4K - $16.7K
|
1.04K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 3.58% |
$13.4K - $16.7K
|
1.11K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-41- 6.26% |
$13.4K - $16.7K
|
614
$247K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-42- 3.22% |
$13.7K - $17.1K
|
1.26K
$508K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-42- 0.6% |
$13.7K - $17.1K
|
7K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-42- 1.56% |
$13.7K - $17.1K
|
2.65K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.61% |
$14.1K - $17.5K
|
6.96K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-43- 2.59% |
$14.1K - $17.5K
|
1.62K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-44- 0.45% |
$14.4K - $17.9K
|
9.7K
$3.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-45- 2.16% |
$14.7K - $18.3K
|
2.04K
$818K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-45- 0.17% |
$14.7K - $18.3K
|
26.1K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-45- 0.32% |
$14.7K - $18.3K
|
13.8K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-45- 2.53% |
$14.7K - $18.3K
|
1.73K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 3.22% |
$14.7K - $18.3K
|
1.35K
$544K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-45- 4.62% |
$14.7K - $18.3K
|
928
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 0.58% |
$15K - $18.8K
|
7.92K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.12% |
$15K - $18.8K
|
36.8K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-46- 1.97% |
$15K - $18.8K
|
2.29K
$921K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-46- 4.52% |
$15K - $18.8K
|
971
$391K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-46- 1.07% |
$15K - $18.8K
|
4.27K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-46- 2.18% |
$15K - $18.8K
|
2.07K
$832K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-47- 20.7% |
$15.4K - $19.2K
|
180
$72.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-47- 1.68% |
$15.4K - $19.2K
|
2.76K
$1.11M
|