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 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-150- 11.71% |
$49K - $61.1K
|
1.13K
$510K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-150- 1.91% |
$49K - $61.1K
|
7.72K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-151- 9.84% |
$49.3K - $61.6K
|
1.38K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-151- 2.32% |
$49.3K - $61.6K
|
6.36K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-151- 2.59% |
$49.3K - $61.6K
|
5.68K
$2.56M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-151- 10.5% |
$49.3K - $61.6K
|
1.29K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-152- 3.26% |
$49.7K - $62K
|
4.51K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-153- 3.06% |
$50K - $62.4K
|
4.85K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-154- 11.11% |
$50.3K - $62.8K
|
1.23K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-154- 2.82% |
$50.3K - $62.8K
|
5.3K
$2.39M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-154- 17.28% |
$50.3K - $62.8K
|
737
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-155- 2.69% |
$50.6K - $63.2K
|
5.62K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-157- 14.81% |
$51.3K - $64K
|
903
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-160- 0.4% |
$52.3K - $65.2K
|
40.2K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-160- 10.89% |
$52.3K - $65.2K
|
1.31K
$590K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-162- 5.16% |
$52.9K - $66K
|
2.98K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-163- 6.83% |
$53.3K - $66.4K
|
2.22K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-165- 4.25% |
$53.9K - $67.3K
|
3.72K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-165- 3.08% |
$53.9K - $67.3K
|
5.19K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-166- 2.89% |
$54.2K - $67.7K
|
5.57K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-166- 9.69% |
$54.2K - $67.7K
|
1.55K
$697K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-166- 2.65% |
$54.2K - $67.7K
|
6.09K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.74% |
$54.6K - $68.1K
|
5.93K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-170- 13.34% |
$55.5K - $69.3K
|
1.1K
$498K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-171- 2.4% |
$55.9K - $69.7K
|
6.95K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-172- 4.02% |
$56.2K - $70.1K
|
4.11K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-174- 11.01% |
$56.9K - $70.9K
|
1.41K
$634K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-175- 0.96% |
$57.2K - $71.3K
|
18.1K
$8.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-175- 0.88% |
$57.2K - $71.3K
|
19.8K
$8.91M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-176- 2.46% |
$57.5K - $71.7K
|
6.97K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-178- 0.29% |
$58.2K - $72.6K
|
60.9K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-180- 0.28% |
$58.8K - $73.4K
|
64.9K
$29.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-183- 2.5% |
$59.8K - $74.6K
|
7.15K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-185- 11.32% |
$60.4K - $75.4K
|
1.45K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-186- 8.55% |
$60.8K - $75.8K
|
1.99K
$897K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 66.91% |
$60.8K - $75.8K
|
92
$41.5K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-186- 19.48% |
$60.8K - $75.8K
|
769
$347K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-186- 1.28% |
$60.8K - $75.8K
|
14.4K
$6.47M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-187- 19.06% |
$61.1K - $76.2K
|
794
$358K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-188- 1.77% |
$61.4K - $76.6K
|
10.4K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-190- 6.91% |
$62.1K - $77.4K
|
2.56K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 5.51% |
$62.4K - $77.9K
|
3.28K
$1.48M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-192- 7.43% |
$62.7K - $78.3K
|
2.39K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 10.04% |
$63.4K - $79.1K
|
1.74K
$784K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 2.3% |
$63.7K - $79.5K
|
8.29K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-198- 0.28% |
$64.7K - $80.7K
|
71.6K
$32.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-199- 1.02% |
$65K - $81.1K
|
19.4K
$8.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 27.97% |
$65.4K - $81.5K
|
515
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-200- 19.61% |
$65.4K - $81.5K
|
820
$370K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 8.65% |
$65.4K - $81.5K
|
2.11K
$951K
|