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 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 2.17% |
$65.4K - $81.5K
|
9.02K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-200- 98.04% |
$65.4K - $81.5K
|
4
$1.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-204- 6.91% |
$66.7K - $83.2K
|
2.75K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-205- 0.21% |
$67K - $83.6K
|
98.7K
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-205- 18.19% |
$67K - $83.6K
|
922
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-207- 0.83% |
$67.6K - $84.4K
|
24.6K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-208- 8.2% |
$68K - $84.8K
|
2.33K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-208- 0.42% |
$68K - $84.8K
|
49.2K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-212- 1.78% |
$69.3K - $86.4K
|
11.7K
$5.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 3.86% |
$69.9K - $87.2K
|
5.33K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-216- 1.12% |
$70.6K - $88K
|
19K
$8.57M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-218- 5.44% |
$71.2K - $88.9K
|
3.79K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$8.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-220- 8.12% |
$71.9K - $89.7K
|
2.49K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-220- 5.22% |
$71.9K - $89.7K
|
4K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$154K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-223- 10.13% |
$72.9K - $90.9K
|
1.98K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-224- 5.23% |
$73.2K - $91.3K
|
4.06K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 19.74% |
$73.5K - $91.7K
|
915
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-226- 16.03% |
$73.8K - $92.1K
|
1.18K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-227- 13.37% |
$74.2K - $92.5K
|
1.47K
$663K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-228- 4.18% |
$74.5K - $92.9K
|
5.23K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-230- 21.42% |
$75.2K - $93.8K
|
844
$380K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-230- 8.68% |
$75.2K - $93.8K
|
2.42K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-232- 6.96% |
$75.8K - $94.6K
|
3.1K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-232- 9.28% |
$75.8K - $94.6K
|
2.27K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-234- 3.63% |
$76.5K - $95.4K
|
6.21K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-234- 4.84% |
$76.5K - $95.4K
|
4.6K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-235- 31.0% |
$76.8K - $95.8K
|
523
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-239- 13.57% |
$78.1K - $97.4K
|
1.52K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-240- 11.59% |
$78.4K - $97.8K
|
1.83K
$825K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-241- 31.26% |
$78.7K - $98.2K
|
530
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-242- 0.44% |
$79.1K - $98.6K
|
54.7K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-242- 4.45% |
$79.1K - $98.6K
|
5.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-242- 3.69% |
$79.1K - $98.6K
|
6.31K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-244- 0.64% |
$79.7K - $99.5K
|
38.1K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-245- 1.65% |
$80.1K - $99.9K
|
14.6K
$6.57M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-246- 12.2% |
$80.4K - $100K
|
1.77K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-249- 12.5% |
$81.4K - $101K
|
1.74K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-249- 95.77% |
$81.4K - $101K
|
11
$4.96K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 2.21% |
$82K - $102K
|
11.1K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-251- 27.25% |
$82K - $102K
|
670
$302K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-251- 19.62% |
$82K - $102K
|
1.03K
$463K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-252- 1.96% |
$82.3K - $103K
|
12.6K
$5.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-253- 1.45% |
$82.7K - $103K
|
17.2K
$7.75M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-255- 5.55% |
$83.3K - $104K
|
4.34K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-256- 13.73% |
$83.6K - $104K
|
1.61K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-258- 9.59% |
$84.3K - $105K
|
2.43K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-259- 4.21% |
$84.6K - $106K
|
5.89K
$2.66M
|