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 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-100- 7.1% |
$32.7K - $40.8K
|
1.31K
$589K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-100- 0.81% |
$32.7K - $40.8K
|
12.2K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-100- 1.73% |
$32.7K - $40.8K
|
5.7K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.63% |
$32.7K - $40.8K
|
6.03K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 7.41% |
$32.7K - $40.8K
|
1.25K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 1.25% |
$32.7K - $40.8K
|
7.89K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.87% |
$32.7K - $40.8K
|
3.38K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 2.34% |
$32.7K - $40.8K
|
4.17K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-100- 5.53% |
$32.7K - $40.8K
|
1.71K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-100- 10.94% |
$32.7K - $40.8K
|
814
$367K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-101- 9.08% |
$33K - $41.2K
|
1.01K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-101- 7.04% |
$33K - $41.2K
|
1.33K
$601K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-102- 3.88% |
$33.3K - $41.6K
|
2.53K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-102- 1.73% |
$33.3K - $41.6K
|
5.78K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-103- 1.98% |
$33.7K - $42K
|
5.09K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-104- 27.73% |
$34K - $42.4K
|
271
$122K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-104- 2.9% |
$34K - $42.4K
|
3.49K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-105- 0.83% |
$34.3K - $42.8K
|
12.6K
$5.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-105- 0.27% |
$34.3K - $42.8K
|
38.4K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-105- 11.27% |
$34.3K - $42.8K
|
827
$373K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-106- 5.24% |
$34.6K - $43.2K
|
1.92K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-106- 3.99% |
$34.6K - $43.2K
|
2.55K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-107- 3.61% |
$35K - $43.6K
|
2.85K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-108- 3.27% |
$35.3K - $44K
|
3.19K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-108- 3.71% |
$35.3K - $44K
|
2.8K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-108- 1.52% |
$35.3K - $44K
|
7.01K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-108- 0.28% |
$35.3K - $44K
|
38.3K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-110- 5.09% |
$35.9K - $44.8K
|
2.05K
$924K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-110- 4.85% |
$35.9K - $44.8K
|
2.16K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-110- 6.47% |
$35.9K - $44.8K
|
1.59K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-110- 3.37% |
$35.9K - $44.8K
|
3.15K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-111- 9.5% |
$36.3K - $45.2K
|
1.06K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-111- 0.98% |
$36.3K - $45.2K
|
11.2K
$5.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-113- 6.48% |
$36.9K - $46.1K
|
1.63K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-113- 7.07% |
$36.9K - $46.1K
|
1.49K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-113- 2.8% |
$36.9K - $46.1K
|
3.92K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-113- 9.18% |
$36.9K - $46.1K
|
1.12K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-114- 0.78% |
$37.2K - $46.5K
|
14.6K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-115- 2.25% |
$37.6K - $46.9K
|
4.99K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-117- 5.29% |
$38.2K - $47.7K
|
2.09K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-117- 1.78% |
$38.2K - $47.7K
|
6.44K
$2.9M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-117- 4.24% |
$38.2K - $47.7K
|
2.64K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-119- 5.25% |
$38.9K - $48.5K
|
2.15K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-119- 0.76% |
$38.9K - $48.5K
|
15.5K
$6.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-120- 9.51% |
$39.2K - $48.9K
|
1.14K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-120- 4.72% |
$39.2K - $48.9K
|
2.42K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-121- 4.81% |
$39.5K - $49.3K
|
2.4K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-121- 12.78% |
$39.5K - $49.3K
|
826
$372K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-121- 1.42% |
$39.5K - $49.3K
|
8.4K
$3.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-123- 5.18% |
$40.2K - $50.1K
|
2.25K
$1.01M
|