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 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7.13K+ 411.19% |
$2.33M - $2.9M
|
8.86K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
7.13K+ 9.92% |
$2.33M - $2.9M
|
78.9K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.78K+ 730.17% |
$2.21M - $2.76M
|
7.7K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
6.71KNew |
$2.19M - $2.74M
|
6.71K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.7K+ 83.35% |
$2.19M - $2.73M
|
14.7K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.64K+ 6.47% |
$2.17M - $2.71M
|
109K
$44M
|
|
|
May 14, 2025
Q1 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
6.63K+ 49.74% |
$2.17M - $2.7M
|
20K
$8.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.62K+ 7.88% |
$2.16M - $2.7M
|
90.7K
$36.5M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.53K+ 80.25% |
$2.13M - $2.66M
|
14.7K
$5.89M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
6.46KNew |
$2.11M - $2.63M
|
6.46K
$2.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
6.35K+ 11.57% |
$2.08M - $2.59M
|
61.2K
$24.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.31K+ 16.69% |
$2.06M - $2.57M
|
44.1K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$2.06M - $2.57M
|
6.3K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.19K+ 96.16% |
$2.02M - $2.52M
|
12.6K
$5.08M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
6.07KNew |
$1.98M - $2.48M
|
6.07K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.95K+ 1.96% |
$1.94M - $2.43M
|
309K
$124M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.89K+ 63.78% |
$1.92M - $2.4M
|
15.1K
$6.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.84K+ 2.78% |
$1.91M - $2.38M
|
216K
$86.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.78K+ 5.45% |
$1.89M - $2.36M
|
112K
$45M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
5.7KNew |
$1.86M - $2.32M
|
5.7K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.68K+ 74.39% |
$1.86M - $2.32M
|
13.3K
$5.36M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 27.84% |
$1.85M - $2.3M
|
25.9K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.56K+ 0.39% |
$1.82M - $2.27M
|
1.42M
$570M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.52K+ 21.75% |
$1.8M - $2.25M
|
30.9K
$12.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.51KNew |
$1.8M - $2.25M
|
5.51K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
5.49KNew |
$1.79M - $2.24M
|
5.49K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.45KNew |
$1.78M - $2.22M
|
5.45K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.38K+ 25.09% |
$1.76M - $2.19M
|
26.8K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
5.37K+ 2.14% |
$1.76M - $2.19M
|
256K
$103M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.09K+ 4.86% |
$1.66M - $2.08M
|
110K
$44.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.07K+ 75.89% |
$1.65M - $2.06M
|
11.7K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.84K+ 391.66% |
$1.58M - $1.97M
|
6.07K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.81K+ 1.16% |
$1.57M - $1.96M
|
421K
$169M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.79K+ 117.21% |
$1.57M - $1.95M
|
8.88K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.78K+ 11.88% |
$1.56M - $1.95M
|
45K
$18.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.72K+ 25.96% |
$1.54M - $1.92M
|
22.9K
$9.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.47K+ 21.59% |
$1.46M - $1.82M
|
25.2K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.46K+ 24.08% |
$1.46M - $1.82M
|
23K
$9.25M
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$1.46M - $1.82M
|
4.46K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.45K+ 23.35% |
$1.45M - $1.81M
|
23.5K
$9.46M
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
4.45K+ 14.2% |
$1.45M - $1.81M
|
35.8K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
4.4K+ 103.09% |
$1.44M - $1.8M
|
8.68K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
4.39K+ 2.46% |
$1.43M - $1.79M
|
183K
$73.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.37K+ 72833.33% |
$1.43M - $1.78M
|
4.38K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.32K+ 5.04% |
$1.41M - $1.76M
|
90K
$36.2M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.3K+ 7.15% |
$1.41M - $1.75M
|
64.5K
$25.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.3K+ 129.25% |
$1.4M - $1.75M
|
7.63K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.29K+ 252.47% |
$1.4M - $1.75M
|
5.99K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.26K+ 337.53% |
$1.39M - $1.74M
|
5.53K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.26K+ 1.98% |
$1.39M - $1.74M
|
220K
$88.4M
|