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 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-136- 4.03% |
$44.4K - $55.4K
|
3.24K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-136- 1.71% |
$44.4K - $55.4K
|
7.83K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-136- 12.95% |
$44.4K - $55.4K
|
914
$368K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-136- 0.6% |
$44.4K - $55.4K
|
22.6K
$9.07M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-137- 1.11% |
$44.8K - $55.8K
|
12.2K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-137- 1.03% |
$44.8K - $55.8K
|
13.1K
$5.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-139- 7.18% |
$45.4K - $56.7K
|
1.8K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-139- 7.67% |
$45.4K - $56.7K
|
1.67K
$673K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-140- 9.57% |
$45.7K - $57.1K
|
1.32K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-140- 37.84% |
$45.7K - $57.1K
|
230
$92.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-140- 5.3% |
$45.7K - $57.1K
|
2.5K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-140- 6.03% |
$45.7K - $57.1K
|
2.18K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-140- 0.84% |
$45.7K - $57.1K
|
16.6K
$6.66M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-141- 3.21% |
$46.1K - $57.5K
|
4.26K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-142- 14.05% |
$46.4K - $57.9K
|
869
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-143- 67.77% |
$46.7K - $58.3K
|
68
$27.3K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-143- 2.47% |
$46.7K - $58.3K
|
5.64K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-143- 1.24% |
$46.7K - $58.3K
|
11.4K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-144- 5.44% |
$47.1K - $58.7K
|
2.51K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 9.57% |
$47.1K - $58.7K
|
1.36K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-145- 6.65% |
$47.4K - $59.1K
|
2.04K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-146- 1.95% |
$47.7K - $59.5K
|
7.36K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-148- 23.09% |
$48.4K - $60.3K
|
493
$198K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-148- 8.21% |
$48.4K - $60.3K
|
1.65K
$665K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-149- 6.6% |
$48.7K - $60.7K
|
2.11K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-149- 0.69% |
$48.7K - $60.7K
|
21.5K
$8.67M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-149- 14.2% |
$48.7K - $60.7K
|
900
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 7.35% |
$49K - $61.1K
|
1.89K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-150- 11.71% |
$49K - $61.1K
|
1.13K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-150- 1.91% |
$49K - $61.1K
|
7.72K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-151- 9.84% |
$49.3K - $61.6K
|
1.38K
$556K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-151- 2.32% |
$49.3K - $61.6K
|
6.36K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-151- 2.59% |
$49.3K - $61.6K
|
5.68K
$2.28M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-151- 10.5% |
$49.3K - $61.6K
|
1.29K
$518K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-152- 3.26% |
$49.7K - $62K
|
4.51K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-153- 3.06% |
$50K - $62.4K
|
4.85K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-154- 11.11% |
$50.3K - $62.8K
|
1.23K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-154- 2.82% |
$50.3K - $62.8K
|
5.3K
$2.13M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-154- 17.28% |
$50.3K - $62.8K
|
737
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-155- 2.69% |
$50.6K - $63.2K
|
5.62K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-157- 14.81% |
$51.3K - $64K
|
903
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-160- 0.4% |
$52.3K - $65.2K
|
40.2K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-160- 10.89% |
$52.3K - $65.2K
|
1.31K
$526K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-162- 5.16% |
$52.9K - $66K
|
2.98K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-163- 6.83% |
$53.3K - $66.4K
|
2.22K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-165- 4.25% |
$53.9K - $67.3K
|
3.72K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-165- 3.08% |
$53.9K - $67.3K
|
5.19K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-166- 2.89% |
$54.2K - $67.7K
|
5.57K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-166- 9.69% |
$54.2K - $67.7K
|
1.55K
$622K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-166- 2.65% |
$54.2K - $67.7K
|
6.09K
$2.45M
|