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 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-343- 1.28% |
$112K - $140K
|
26.5K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-343- 3.32% |
$112K - $140K
|
9.99K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-349- 1.63% |
$114K - $142K
|
21.1K
$9.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-353- 10.85% |
$115K - $144K
|
2.9K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-353- 1.06% |
$115K - $144K
|
33K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-354- 22.45% |
$116K - $144K
|
1.22K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-354- 9.1% |
$116K - $144K
|
3.54K
$1.59M
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-355- 22.98% |
$116K - $145K
|
1.19K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-356- 1.6% |
$116K - $145K
|
21.9K
$9.88M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-357- 16.63% |
$117K - $146K
|
1.79K
$807K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-358- 2.41% |
$117K - $146K
|
14.5K
$6.53M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-361- 16.1% |
$118K - $147K
|
1.88K
$848K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-364- 0.88% |
$119K - $148K
|
41K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-368- 32.51% |
$120K - $150K
|
764
$344K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-369- 11.0% |
$121K - $150K
|
2.99K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-371- 4.32% |
$121K - $151K
|
8.22K
$3.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-375- 2.85% |
$123K - $153K
|
12.8K
$5.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-377- 2.99% |
$123K - $154K
|
12.2K
$5.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-378- 7.26% |
$124K - $154K
|
4.83K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-378- 2.36% |
$124K - $154K
|
15.6K
$7.05M
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-380- 12.33% |
$124K - $155K
|
2.7K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-382- 28.68% |
$125K - $156K
|
950
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-384- 5.36% |
$125K - $157K
|
6.79K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-387- 5.93% |
$126K - $158K
|
6.14K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-390- 7.19% |
$127K - $159K
|
5.03K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-392- 2.67% |
$128K - $160K
|
14.3K
$6.43M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-395- 15.18% |
$129K - $161K
|
2.21K
$995K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-398- 0.63% |
$130K - $162K
|
62.4K
$28.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 8.87% |
$131K - $163K
|
4.11K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-400- 8.02% |
$131K - $163K
|
4.59K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-401- 9.87% |
$131K - $163K
|
3.66K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-404- 13.23% |
$132K - $165K
|
2.65K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-406- 24.62% |
$133K - $165K
|
1.24K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-406- 4.43% |
$133K - $165K
|
8.75K
$3.94M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-407- 1.16% |
$133K - $166K
|
34.6K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-407- 8.0% |
$133K - $166K
|
4.68K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-415- 4.64% |
$136K - $169K
|
8.54K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-416- 31.35% |
$136K - $170K
|
911
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-417- 15.39% |
$136K - $170K
|
2.29K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-417- 14.67% |
$136K - $170K
|
2.43K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-418- 12.58% |
$137K - $170K
|
2.91K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-420- 1.04% |
$137K - $171K
|
39.8K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-420- 8.88% |
$137K - $171K
|
4.31K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-429- 2.81% |
$140K - $175K
|
14.8K
$6.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-437- 6.18% |
$143K - $178K
|
6.64K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-437- 3.34% |
$143K - $178K
|
12.7K
$5.71M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-438- 3.54% |
$143K - $179K
|
11.9K
$5.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-444- 2.51% |
$145K - $181K
|
17.2K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-445- 7.21% |
$145K - $181K
|
5.73K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-449- 11.31% |
$147K - $183K
|
3.52K
$1.59M
|