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
|
Keystone Financial Group
|
SELL
|
- |
-60- 6.34% |
$19.6K - $24.5K
|
886
$356K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 2.3% |
$19.6K - $24.5K
|
2.55K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-61- 8.23% |
$19.9K - $24.9K
|
680
$273K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-61- 0.23% |
$19.9K - $24.9K
|
26.5K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 1.39% |
$19.9K - $24.9K
|
4.33K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-63- 6.96% |
$20.6K - $25.7K
|
842
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-63- 2.55% |
$20.6K - $25.7K
|
2.41K
$969K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-63- 9.36% |
$20.6K - $25.7K
|
610
$245K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-63- 3.61% |
$20.6K - $25.7K
|
1.68K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-63- 3.43% |
$20.6K - $25.7K
|
1.77K
$713K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-64- 1.84% |
$20.9K - $26.1K
|
3.42K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-65- 1.22% |
$21.2K - $26.5K
|
5.28K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 3.29% |
$21.2K - $26.5K
|
1.91K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-66- 3.73% |
$21.6K - $26.9K
|
1.71K
$686K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-66- 2.42% |
$21.6K - $26.9K
|
2.66K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-67- 1.58% |
$21.9K - $27.3K
|
4.17K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 0.62% |
$22.2K - $27.7K
|
10.9K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-69- 1.18% |
$22.5K - $28.1K
|
5.76K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-69- 3.31% |
$22.5K - $28.1K
|
2.01K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-69- 2.08% |
$22.5K - $28.1K
|
3.25K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-69- 6.07% |
$22.5K - $28.1K
|
1.07K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-70- 5.99% |
$22.9K - $28.5K
|
1.1K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-70- 2.58% |
$22.9K - $28.5K
|
2.64K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-71- 0.88% |
$23.2K - $28.9K
|
7.99K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-71- 1.28% |
$23.2K - $28.9K
|
5.46K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-71- 9.48% |
$23.2K - $28.9K
|
678
$273K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-71- 5.42% |
$23.2K - $28.9K
|
1.24K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-72- 1.66% |
$23.5K - $29.3K
|
4.26K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 2.16% |
$23.5K - $29.3K
|
3.27K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-72- 0.99% |
$23.5K - $29.3K
|
7.2K
$2.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-73- 0.83% |
$23.9K - $29.8K
|
8.69K
$3.49M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-74- 1.74% |
$24.2K - $30.2K
|
4.17K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-74- 3.43% |
$24.2K - $30.2K
|
2.08K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-74- 8.37% |
$24.2K - $30.2K
|
810
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 0.98% |
$24.5K - $30.6K
|
7.56K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-75- 0.2% |
$24.5K - $30.6K
|
37.3K
$15M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-76- 0.92% |
$24.8K - $31K
|
8.22K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-76- 15.8% |
$24.8K - $31K
|
405
$163K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-76- 0.97% |
$24.8K - $31K
|
7.77K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-76- 3.45% |
$24.8K - $31K
|
2.13K
$856K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-77- 7.35% |
$25.2K - $31.4K
|
970
$390K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-78- 30.95% |
$25.5K - $31.8K
|
174
$70K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-79- 0.34% |
$25.8K - $32.2K
|
22.9K
$9.2M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 1.77% |
$26.1K - $32.6K
|
4.44K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-83- 3.01% |
$27.1K - $33.8K
|
2.67K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-83- 2.02% |
$27.1K - $33.8K
|
4.03K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-83- 3.42% |
$27.1K - $33.8K
|
2.35K
$943K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-84- 0.46% |
$27.4K - $34.2K
|
18.3K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-84- 3.71% |
$27.4K - $34.2K
|
2.18K
$877K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-85- 1.96% |
$27.8K - $34.6K
|
4.25K
$1.71M
|