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 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-450- 4.17% |
$147K - $183K
|
10.3K
$4.66M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-450- 35.77% |
$147K - $183K
|
808
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-451- 39.77% |
$147K - $184K
|
683
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-454- 33.26% |
$148K - $185K
|
911
$411K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-454- 6.29% |
$148K - $185K
|
6.77K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-454- 4.02% |
$148K - $185K
|
10.8K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-454- 5.38% |
$148K - $185K
|
7.98K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-456- 15.3% |
$149K - $186K
|
2.53K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-459- 13.62% |
$150K - $187K
|
2.91K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-468- 2.42% |
$153K - $191K
|
18.9K
$8.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-475- 9.9% |
$155K - $194K
|
4.33K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-478- 11.24% |
$156K - $195K
|
3.78K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-486- 3.21% |
$159K - $198K
|
14.7K
$6.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-488- 15.56% |
$159K - $199K
|
2.65K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-489- 3.13% |
$160K - $199K
|
15.1K
$6.82M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.16% |
$163K - $204K
|
22.6K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 31.95% |
$163K - $204K
|
1.07K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-503- 12.77% |
$164K - $205K
|
3.44K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-506- 8.3% |
$165K - $206K
|
5.59K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-510- 33.18% |
$167K - $208K
|
1.03K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-511- 26.41% |
$167K - $208K
|
1.42K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-515- 4.18% |
$168K - $210K
|
11.8K
$5.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-517- 25.39% |
$169K - $211K
|
1.52K
$685K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-518- 0.56% |
$169K - $211K
|
92.3K
$41.6M
|
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-519- 6.45% |
$170K - $212K
|
7.53K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-520- 2.79% |
$170K - $212K
|
18.2K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-524- 0.46% |
$171K - $214K
|
113K
$50.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-526- 2.38% |
$172K - $214K
|
21.6K
$9.74M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-527- 3.64% |
$172K - $215K
|
14K
$6.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-531- 8.8% |
$174K - $216K
|
5.5K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-539- 16.38% |
$176K - $220K
|
2.75K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-542- 3.82% |
$177K - $221K
|
13.7K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-542- 5.02% |
$177K - $221K
|
10.2K
$4.62M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-547- 4.44% |
$179K - $223K
|
11.8K
$5.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-556- 10.28% |
$182K - $227K
|
4.85K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-558- 4.68% |
$182K - $227K
|
11.4K
$5.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-562- 26.75% |
$184K - $229K
|
1.54K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-564Closed |
$184K - $230K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-573- 12.71% |
$187K - $234K
|
3.94K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-575- 35.71% |
$188K - $234K
|
1.04K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-578- 3.12% |
$189K - $236K
|
18K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-587- 2.66% |
$192K - $239K
|
21.5K
$9.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-588- 3.9% |
$192K - $240K
|
14.5K
$6.53M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-590- 2.27% |
$193K - $241K
|
25.4K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-591- 39.91% |
$193K - $241K
|
890
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-593- 23.98% |
$194K - $242K
|
1.88K
$847K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-598- 12.08% |
$195K - $244K
|
4.35K
$1.96M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-598Closed |
$195K - $244K
|
0
$0
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-602- 20.34% |
$197K - $245K
|
2.36K
$1.06M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-604- 42.87% |
$197K - $246K
|
805
$363K
|