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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-611- 2.67% |
$200K - $249K
|
22.3K
$10M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-613- 4.96% |
$200K - $250K
|
11.7K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-614- 7.36% |
$201K - $250K
|
7.73K
$3.48M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-614- 2.91% |
$201K - $250K
|
20.5K
$9.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-617- 3.71% |
$202K - $252K
|
16K
$7.22M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-627- 0.54% |
$205K - $256K
|
115K
$51.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-628- 15.85% |
$205K - $256K
|
3.33K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-631- 2.43% |
$206K - $257K
|
25.3K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-649- 9.45% |
$212K - $265K
|
6.22K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-655- 15.71% |
$214K - $267K
|
3.52K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-657- 12.86% |
$215K - $268K
|
4.45K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-660- 44.78% |
$216K - $269K
|
814
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-661- 2.18% |
$216K - $269K
|
29.7K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.62% |
$220K - $274K
|
17.9K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 6.72% |
$223K - $278K
|
9.48K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-685- 2.3% |
$224K - $279K
|
29.2K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-685- 34.32% |
$224K - $279K
|
1.31K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-691- 8.17% |
$226K - $282K
|
7.76K
$3.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-697- 15.01% |
$228K - $284K
|
3.95K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-701- 6.03% |
$229K - $286K
|
10.9K
$4.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-724- 0.54% |
$237K - $295K
|
134K
$60.6M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-730- 1.39% |
$239K - $298K
|
51.8K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-730- 11.64% |
$239K - $298K
|
5.54K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-731- 0.56% |
$239K - $298K
|
129K
$58.1M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-735- 4.24% |
$240K - $300K
|
16.6K
$7.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-738- 7.58% |
$241K - $301K
|
9K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-742- 7.17% |
$242K - $302K
|
9.61K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-748- 2.4% |
$244K - $305K
|
30.4K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-751- 29.05% |
$245K - $306K
|
1.83K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-756- 10.71% |
$247K - $308K
|
6.3K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-756- 55.38% |
$247K - $308K
|
609
$274K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-760- 14.58% |
$248K - $310K
|
4.45K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-763- 7.51% |
$249K - $311K
|
9.4K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-773- 42.26% |
$253K - $315K
|
1.06K
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-777- 5.88% |
$254K - $317K
|
12.4K
$5.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-778- 40.61% |
$254K - $317K
|
1.14K
$513K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-779- 14.71% |
$255K - $318K
|
4.52K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-783- 36.08% |
$256K - $319K
|
1.39K
$625K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-785- 16.71% |
$256K - $320K
|
3.91K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-792- 11.32% |
$259K - $323K
|
6.21K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-796- 6.45% |
$260K - $324K
|
11.5K
$5.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-800- 31.43% |
$261K - $326K
|
1.75K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-800- 33.11% |
$261K - $326K
|
1.62K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-823- 20.75% |
$269K - $335K
|
3.14K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-826- 46.12% |
$270K - $337K
|
965
$435K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-826- 4.82% |
$270K - $337K
|
16.3K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-830- 10.39% |
$271K - $338K
|
7.16K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-837- 16.19% |
$273K - $341K
|
4.33K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-854- 3.32% |
$279K - $348K
|
24.9K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-856- 3.51% |
$280K - $349K
|
23.5K
$10.6M
|