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 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.36% |
$8.82K - $11K
|
1.95K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-27- 1.44% |
$8.82K - $11K
|
1.84K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-27- 1.79% |
$8.82K - $11K
|
1.48K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-28- 0.28% |
$9.15K - $11.4K
|
10.1K
$4.56M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$9.15K - $11.4K
|
3.92K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28- 0.76% |
$9.15K - $11.4K
|
3.64K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-29- 25.66% |
$9.48K - $11.8K
|
84
$37.9K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-29- 3.51% |
$9.48K - $11.8K
|
797
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.8% |
$9.8K - $12.2K
|
760
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-30- 0.44% |
$9.8K - $12.2K
|
6.83K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-30- 1.17% |
$9.8K - $12.2K
|
2.52K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-30- 2.73% |
$9.8K - $12.2K
|
1.07K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.76% |
$9.8K - $12.2K
|
3.93K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-30- 3.08% |
$9.8K - $12.2K
|
945
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-32- 1.67% |
$10.5K - $13K
|
1.89K
$851K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 2.74% |
$10.5K - $13K
|
1.14K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-32- 4.04% |
$10.5K - $13K
|
760
$343K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 17.68% |
$10.5K - $13K
|
149
$67.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-33- 4.71% |
$10.8K - $13.5K
|
667
$301K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-33- 2.98% |
$10.8K - $13.5K
|
1.07K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-34- 3.89% |
$11.1K - $13.9K
|
841
$379K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-34- 1.2% |
$11.1K - $13.9K
|
2.79K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.95% |
$11.4K - $14.3K
|
3.65K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 0.42% |
$11.4K - $14.3K
|
8.34K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-35- 0.37% |
$11.4K - $14.3K
|
9.35K
$4.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 0.35% |
$11.4K - $14.3K
|
9.97K
$4.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-36- 0.9% |
$11.8K - $14.7K
|
3.98K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-36- 2.15% |
$11.8K - $14.7K
|
1.64K
$738K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-36- 1.22% |
$11.8K - $14.7K
|
2.92K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-36- 2.88% |
$11.8K - $14.7K
|
1.22K
$548K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-36- 4.32% |
$11.8K - $14.7K
|
798
$360K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-36- 1.27% |
$11.8K - $14.7K
|
2.8K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-36- 0.83% |
$11.8K - $14.7K
|
4.32K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-37- 0.81% |
$12.1K - $15.1K
|
4.51K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 5.34% |
$12.4K - $15.5K
|
673
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.53% |
$12.4K - $15.5K
|
7.07K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$12.4K - $15.5K
|
8.88K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-39- 1.32% |
$12.7K - $15.9K
|
2.92K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.06% |
$12.7K - $15.9K
|
100
$45.1K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-39- 4.48% |
$12.7K - $15.9K
|
831
$374K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.08% |
$13.1K - $16.3K
|
3.66K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.49% |
$13.1K - $16.3K
|
8.2K
$3.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-40- 1.57% |
$13.1K - $16.3K
|
2.5K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-40- 1.05% |
$13.1K - $16.3K
|
3.78K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-40- 2.44% |
$13.1K - $16.3K
|
1.6K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-40- 2.57% |
$13.1K - $16.3K
|
1.52K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-40- 2.08% |
$13.1K - $16.3K
|
1.88K
$847K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 4.42% |
$13.1K - $16.3K
|
864
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 3.8% |
$13.4K - $16.7K
|
1.04K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 3.58% |
$13.4K - $16.7K
|
1.11K
$498K
|