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
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-72- 0.99% |
$23.5K - $29.3K
|
7.2K
$3.25M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-73- 0.83% |
$23.9K - $29.8K
|
8.69K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-74- 1.74% |
$24.2K - $30.2K
|
4.17K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-74- 3.43% |
$24.2K - $30.2K
|
2.08K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-74- 8.37% |
$24.2K - $30.2K
|
810
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 0.98% |
$24.5K - $30.6K
|
7.56K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-75- 0.2% |
$24.5K - $30.6K
|
37.3K
$16.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-76- 0.92% |
$24.8K - $31K
|
8.22K
$3.71M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-76- 15.8% |
$24.8K - $31K
|
405
$183K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-76- 0.97% |
$24.8K - $31K
|
7.77K
$3.5M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-76- 3.45% |
$24.8K - $31K
|
2.13K
$959K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-77- 7.35% |
$25.2K - $31.4K
|
970
$437K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-78- 30.95% |
$25.5K - $31.8K
|
174
$78.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-79- 0.34% |
$25.8K - $32.2K
|
22.9K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 1.77% |
$26.1K - $32.6K
|
4.44K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-83- 3.01% |
$27.1K - $33.8K
|
2.67K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-83- 2.02% |
$27.1K - $33.8K
|
4.03K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-83- 3.42% |
$27.1K - $33.8K
|
2.35K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-84- 0.46% |
$27.4K - $34.2K
|
18.3K
$8.26M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-84- 3.71% |
$27.4K - $34.2K
|
2.18K
$982K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-85- 1.96% |
$27.8K - $34.6K
|
4.25K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-85- 3.39% |
$27.8K - $34.6K
|
2.43K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-85- 0.87% |
$27.8K - $34.6K
|
9.71K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-85- 5.19% |
$27.8K - $34.6K
|
1.55K
$699K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-85- 2.22% |
$27.8K - $34.6K
|
3.75K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-86- 0.71% |
$28.1K - $35.1K
|
12K
$5.39M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-86- 1.67% |
$28.1K - $35.1K
|
5.07K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 0.77% |
$28.1K - $35.1K
|
11.1K
$4.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-87- 1.77% |
$28.4K - $35.5K
|
4.83K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-88- 2.96% |
$28.8K - $35.9K
|
2.89K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-88- 0.22% |
$28.8K - $35.9K
|
39.4K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-88- 3.42% |
$28.8K - $35.9K
|
2.48K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 6.29% |
$28.8K - $35.9K
|
1.31K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-89- 2.74% |
$29.1K - $36.3K
|
3.15K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-89- 2.43% |
$29.1K - $36.3K
|
3.58K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-90- 1.49% |
$29.4K - $36.7K
|
5.96K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 6.24% |
$29.4K - $36.7K
|
1.35K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-91- 5.48% |
$29.7K - $37.1K
|
1.57K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-93- 14.09% |
$30.4K - $37.9K
|
567
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-94- 1.03% |
$30.7K - $38.3K
|
9.06K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-94- 6.7% |
$30.7K - $38.3K
|
1.31K
$589K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95- 6.21% |
$31K - $38.7K
|
1.44K
$647K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-95- 6.99% |
$31K - $38.7K
|
1.27K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-95- 12.96% |
$31K - $38.7K
|
638
$288K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 1.5% |
$31K - $38.7K
|
6.23K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.14% |
$31.4K - $39.1K
|
2.96K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-97- 5.48% |
$31.7K - $39.5K
|
1.67K
$754K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-98- 1.69% |
$32K - $39.9K
|
5.71K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-98- 7.34% |
$32K - $39.9K
|
1.24K
$557K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 3.99% |
$32.7K - $40.8K
|
2.41K
$1.08M
|