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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.74% |
$54.6K - $68.1K
|
5.93K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-170- 13.34% |
$55.5K - $69.3K
|
1.1K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-171- 2.4% |
$55.9K - $69.7K
|
6.95K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-172- 4.02% |
$56.2K - $70.1K
|
4.11K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-174- 11.01% |
$56.9K - $70.9K
|
1.41K
$565K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-175- 0.96% |
$57.2K - $71.3K
|
18.1K
$7.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-175- 0.88% |
$57.2K - $71.3K
|
19.8K
$7.95M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-176- 2.46% |
$57.5K - $71.7K
|
6.97K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-178- 0.29% |
$58.2K - $72.6K
|
60.9K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-180- 0.28% |
$58.8K - $73.4K
|
64.9K
$26.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-183- 2.5% |
$59.8K - $74.6K
|
7.15K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-185- 11.32% |
$60.4K - $75.4K
|
1.45K
$583K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-186- 8.55% |
$60.8K - $75.8K
|
1.99K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 66.91% |
$60.8K - $75.8K
|
92
$37K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-186- 19.48% |
$60.8K - $75.8K
|
769
$309K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-186- 1.28% |
$60.8K - $75.8K
|
14.4K
$5.78M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-187- 19.06% |
$61.1K - $76.2K
|
794
$319K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-188- 1.77% |
$61.4K - $76.6K
|
10.4K
$4.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-190- 6.91% |
$62.1K - $77.4K
|
2.56K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 5.51% |
$62.4K - $77.9K
|
3.28K
$1.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-192- 7.43% |
$62.7K - $78.3K
|
2.39K
$962K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 10.04% |
$63.4K - $79.1K
|
1.74K
$699K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 2.3% |
$63.7K - $79.5K
|
8.29K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-198- 0.28% |
$64.7K - $80.7K
|
71.6K
$28.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-199- 1.02% |
$65K - $81.1K
|
19.4K
$7.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 27.97% |
$65.4K - $81.5K
|
515
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-200- 19.61% |
$65.4K - $81.5K
|
820
$330K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 8.65% |
$65.4K - $81.5K
|
2.11K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 2.17% |
$65.4K - $81.5K
|
9.02K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-200- 98.04% |
$65.4K - $81.5K
|
4
$1.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-204- 6.91% |
$66.7K - $83.2K
|
2.75K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-205- 0.21% |
$67K - $83.6K
|
98.7K
$39.7M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-205- 18.19% |
$67K - $83.6K
|
922
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-207- 0.83% |
$67.6K - $84.4K
|
24.6K
$9.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-208- 8.2% |
$68K - $84.8K
|
2.33K
$936K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-208- 0.42% |
$68K - $84.8K
|
49.2K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-212- 1.78% |
$69.3K - $86.4K
|
11.7K
$4.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 3.86% |
$69.9K - $87.2K
|
5.33K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-216- 1.12% |
$70.6K - $88K
|
19K
$7.65M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-218- 5.44% |
$71.2K - $88.9K
|
3.79K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$7.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-220- 8.12% |
$71.9K - $89.7K
|
2.49K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-220- 5.22% |
$71.9K - $89.7K
|
4K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$138K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-223- 10.13% |
$72.9K - $90.9K
|
1.98K
$796K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-224- 5.23% |
$73.2K - $91.3K
|
4.06K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 19.74% |
$73.5K - $91.7K
|
915
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-226- 16.03% |
$73.8K - $92.1K
|
1.18K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-227- 13.37% |
$74.2K - $92.5K
|
1.47K
$592K
|