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 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-228- 4.18% |
$74.5K - $92.9K
|
5.23K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-230- 21.42% |
$75.2K - $93.8K
|
844
$339K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-230- 8.68% |
$75.2K - $93.8K
|
2.42K
$973K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-232- 6.96% |
$75.8K - $94.6K
|
3.1K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-232- 9.28% |
$75.8K - $94.6K
|
2.27K
$912K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-234- 3.63% |
$76.5K - $95.4K
|
6.21K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-234- 4.84% |
$76.5K - $95.4K
|
4.6K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-235- 31.0% |
$76.8K - $95.8K
|
523
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-239- 13.57% |
$78.1K - $97.4K
|
1.52K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-240- 11.59% |
$78.4K - $97.8K
|
1.83K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-241- 31.26% |
$78.7K - $98.2K
|
530
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-242- 0.44% |
$79.1K - $98.6K
|
54.7K
$22M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-242- 4.45% |
$79.1K - $98.6K
|
5.2K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-242- 3.69% |
$79.1K - $98.6K
|
6.31K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-244- 0.64% |
$79.7K - $99.5K
|
38.1K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-245- 1.65% |
$80.1K - $99.9K
|
14.6K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-246- 12.2% |
$80.4K - $100K
|
1.77K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-249- 12.5% |
$81.4K - $101K
|
1.74K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-249- 95.77% |
$81.4K - $101K
|
11
$4.42K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 2.21% |
$82K - $102K
|
11.1K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-251- 27.25% |
$82K - $102K
|
670
$269K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-251- 19.62% |
$82K - $102K
|
1.03K
$413K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-252- 1.96% |
$82.3K - $103K
|
12.6K
$5.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-253- 1.45% |
$82.7K - $103K
|
17.2K
$6.91M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-255- 5.55% |
$83.3K - $104K
|
4.34K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-256- 13.73% |
$83.6K - $104K
|
1.61K
$647K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-258- 9.59% |
$84.3K - $105K
|
2.43K
$978K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-259- 4.21% |
$84.6K - $106K
|
5.89K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-259- 1.6% |
$84.6K - $106K
|
15.9K
$6.4M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-259- 3.32% |
$84.6K - $106K
|
7.54K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-260- 7.12% |
$85K - $106K
|
3.39K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-264- 16.66% |
$86.3K - $108K
|
1.32K
$531K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-268- 1.12% |
$87.6K - $109K
|
23.7K
$9.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-269- 29.4% |
$87.9K - $110K
|
646
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-270- 5.19% |
$88.2K - $110K
|
4.93K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-270- 0.51% |
$88.2K - $110K
|
52.5K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-272- 3.21% |
$88.9K - $111K
|
8.2K
$3.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-273- 13.83% |
$89.2K - $111K
|
1.7K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-275- 2.17% |
$89.9K - $112K
|
12.4K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.99% |
$90.2K - $113K
|
6.64K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-276- 26.64% |
$90.2K - $113K
|
760
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-278- 7.43% |
$90.8K - $113K
|
3.46K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-280- 0.68% |
$91.5K - $114K
|
41K
$16.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-281- 11.01% |
$91.8K - $115K
|
2.27K
$913K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-283- 6.84% |
$92.5K - $115K
|
3.85K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-283- 3.07% |
$92.5K - $115K
|
8.93K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-284- 4.43% |
$92.8K - $116K
|
6.13K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-290- 5.49% |
$94.8K - $118K
|
4.99K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-290- 17.26% |
$94.8K - $118K
|
1.39K
$559K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-290- 21.14% |
$94.8K - $118K
|
1.08K
$435K
|