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 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-259- 1.6% |
$84.6K - $106K
|
15.9K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-259- 3.32% |
$84.6K - $106K
|
7.54K
$3.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-260- 7.12% |
$85K - $106K
|
3.39K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-264- 16.66% |
$86.3K - $108K
|
1.32K
$595K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-268- 1.12% |
$87.6K - $109K
|
23.7K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-269- 29.4% |
$87.9K - $110K
|
646
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-270- 5.19% |
$88.2K - $110K
|
4.93K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-270- 0.51% |
$88.2K - $110K
|
52.5K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-272- 3.21% |
$88.9K - $111K
|
8.2K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-273- 13.83% |
$89.2K - $111K
|
1.7K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-275- 2.17% |
$89.9K - $112K
|
12.4K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.99% |
$90.2K - $113K
|
6.64K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-276- 26.64% |
$90.2K - $113K
|
760
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-278- 7.43% |
$90.8K - $113K
|
3.46K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-280- 0.68% |
$91.5K - $114K
|
41K
$18.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-281- 11.01% |
$91.8K - $115K
|
2.27K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-283- 6.84% |
$92.5K - $115K
|
3.85K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-283- 3.07% |
$92.5K - $115K
|
8.93K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-284- 4.43% |
$92.8K - $116K
|
6.13K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-290- 5.49% |
$94.8K - $118K
|
4.99K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-290- 17.26% |
$94.8K - $118K
|
1.39K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-290- 21.14% |
$94.8K - $118K
|
1.08K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-294- 1.67% |
$96.1K - $120K
|
17.3K
$7.8M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-297- 3.02% |
$97K - $121K
|
9.55K
$4.31M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.63% |
$98K - $122K
|
11.1K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-300- 22.73% |
$98K - $122K
|
1.02K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.15% |
$98K - $122K
|
25.7K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-305- 1.63% |
$99.7K - $124K
|
18.4K
$8.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-306- 0.18% |
$100K - $125K
|
166K
$75M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-310- 4.8% |
$101K - $126K
|
6.15K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-312- 2.2% |
$102K - $127K
|
13.9K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-312- 5.78% |
$102K - $127K
|
5.09K
$2.29M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-312- 32.43% |
$102K - $127K
|
650
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-313- 6.23% |
$102K - $128K
|
4.72K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-314- 9.64% |
$103K - $128K
|
2.94K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-315- 6.92% |
$103K - $128K
|
4.24K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 1.42% |
$106K - $132K
|
22.6K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-326- 5.15% |
$107K - $133K
|
6K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-329- 99.7% |
$108K - $134K
|
1
$451
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-330- 0.27% |
$108K - $135K
|
124K
$55.9M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-330- 6.56% |
$108K - $135K
|
4.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-330- 10.78% |
$108K - $135K
|
2.73K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-334- 21.77% |
$109K - $136K
|
1.2K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-335- 1.22% |
$109K - $137K
|
27.1K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-337- 27.56% |
$110K - $137K
|
886
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-338- 2.75% |
$110K - $138K
|
12K
$5.39M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-339- 13.37% |
$111K - $138K
|
2.2K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-340- 28.89% |
$111K - $139K
|
837
$377K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 2.41% |
$111K - $139K
|
13.8K
$6.2M
|