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 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-123- 9.91% |
$40.2K - $50.1K
|
1.12K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-123- 9.56% |
$40.2K - $50.1K
|
1.16K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-124- 9.72% |
$40.5K - $50.5K
|
1.15K
$519K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-125- 14.33% |
$40.8K - $51K
|
747
$337K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-125- 13.77% |
$40.8K - $51K
|
783
$353K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-125- 2.03% |
$40.8K - $51K
|
6.03K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-126- 1.87% |
$41.2K - $51.4K
|
6.62K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-127- 8.59% |
$41.5K - $51.8K
|
1.35K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-127- 22.32% |
$41.5K - $51.8K
|
442
$199K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-128- 1.16% |
$41.8K - $52.2K
|
10.9K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-129- 1.63% |
$42.2K - $52.6K
|
7.8K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-129- 0.84% |
$42.2K - $52.6K
|
15.2K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-129- 10.21% |
$42.2K - $52.6K
|
1.13K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-130- 3.03% |
$42.5K - $53K
|
4.17K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-131- 2.09% |
$42.8K - $53.4K
|
6.14K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.81% |
$43.5K - $54.2K
|
16.4K
$7.38M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-134- 1.66% |
$43.8K - $54.6K
|
7.95K
$3.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-134- 8.43% |
$43.8K - $54.6K
|
1.46K
$656K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-135- 24.32% |
$44.1K - $55K
|
420
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-135- 1.11% |
$44.1K - $55K
|
12.1K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-135- 3.83% |
$44.1K - $55K
|
3.39K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-135- 2.21% |
$44.1K - $55K
|
5.99K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-136- 4.03% |
$44.4K - $55.4K
|
3.24K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-136- 1.71% |
$44.4K - $55.4K
|
7.83K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-136- 12.95% |
$44.4K - $55.4K
|
914
$412K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-136- 0.6% |
$44.4K - $55.4K
|
22.6K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-137- 1.11% |
$44.8K - $55.8K
|
12.2K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-137- 1.03% |
$44.8K - $55.8K
|
13.1K
$5.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-139- 7.18% |
$45.4K - $56.7K
|
1.8K
$810K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-139- 7.67% |
$45.4K - $56.7K
|
1.67K
$754K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-140- 9.57% |
$45.7K - $57.1K
|
1.32K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-140- 37.84% |
$45.7K - $57.1K
|
230
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-140- 5.3% |
$45.7K - $57.1K
|
2.5K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-140- 6.03% |
$45.7K - $57.1K
|
2.18K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-140- 0.84% |
$45.7K - $57.1K
|
16.6K
$7.46M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-141- 3.21% |
$46.1K - $57.5K
|
4.26K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-142- 14.05% |
$46.4K - $57.9K
|
869
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-143- 67.77% |
$46.7K - $58.3K
|
68
$30.6K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-143- 2.47% |
$46.7K - $58.3K
|
5.64K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-143- 1.24% |
$46.7K - $58.3K
|
11.4K
$5.14M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-144- 5.44% |
$47.1K - $58.7K
|
2.51K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 9.57% |
$47.1K - $58.7K
|
1.36K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-145- 6.65% |
$47.4K - $59.1K
|
2.04K
$918K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-146- 1.95% |
$47.7K - $59.5K
|
7.36K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-148- 23.09% |
$48.4K - $60.3K
|
493
$222K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-148- 8.21% |
$48.4K - $60.3K
|
1.65K
$745K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-149- 6.6% |
$48.7K - $60.7K
|
2.11K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-149- 0.69% |
$48.7K - $60.7K
|
21.5K
$9.71M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-149- 14.2% |
$48.7K - $60.7K
|
900
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 7.35% |
$49K - $61.1K
|
1.89K
$852K
|