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 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-861- 13.78% |
$281K - $351K
|
5.39K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-868- 4.02% |
$284K - $354K
|
20.7K
$9.34M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-881- 1.36% |
$288K - $359K
|
64.1K
$28.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-886- 12.09% |
$290K - $361K
|
6.44K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-889- 13.2% |
$290K - $362K
|
5.85K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-906- 11.0% |
$296K - $369K
|
7.33K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-909- 6.1% |
$297K - $371K
|
14K
$6.31M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-914- 4.53% |
$299K - $373K
|
19.3K
$8.68M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-917- 1.29% |
$300K - $374K
|
70.3K
$31.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-934- 7.47% |
$305K - $381K
|
11.6K
$5.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-940- 38.45% |
$307K - $383K
|
1.51K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-946- 3.07% |
$309K - $386K
|
29.9K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-959- 12.6% |
$313K - $391K
|
6.65K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-966- 3.54% |
$316K - $394K
|
26.3K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-970- 5.72% |
$317K - $395K
|
16K
$7.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-973- 3.13% |
$318K - $397K
|
30.1K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-976- 15.91% |
$319K - $398K
|
5.16K
$2.32M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-980- 7.07% |
$320K - $399K
|
12.9K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-982- 55.11% |
$321K - $400K
|
800
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-984- 56.33% |
$322K - $401K
|
763
$344K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-995- 1.74% |
$325K - $406K
|
56.1K
$25.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-998- 58.29% |
$326K - $407K
|
714
$322K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1K- 10.2% |
$327K - $408K
|
8.8K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 16.84% |
$327K - $408K
|
4.94K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 20.25% |
$327K - $408K
|
3.94K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1K- 54.76% |
$327K - $408K
|
827
$373K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 2.04% |
$335K - $417K
|
49.2K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 99.43% |
$340K - $424K
|
6
$2.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.05K- 4.34% |
$342K - $427K
|
23.1K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.05K- 47.88% |
$343K - $428K
|
1.14K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.05K- 80.77% |
$343K - $428K
|
250
$113K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.05K- 26.86% |
$343K - $428K
|
2.86K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.08K- 0.88% |
$353K - $440K
|
122K
$54.9M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.1K- 11.79% |
$359K - $448K
|
8.21K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 40.74% |
$359K - $448K
|
1.6K
$721K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.11K- 0.96% |
$363K - $453K
|
114K
$51.5M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 31.93% |
$366K - $456K
|
2.39K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 7.57% |
$366K - $456K
|
13.7K
$6.16M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 23.99% |
$370K - $462K
|
3.59K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 2.42% |
$379K - $472K
|
46.7K
$21.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.17K- 12.07% |
$381K - $476K
|
8.5K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18K- 47.19% |
$384K - $479K
|
1.32K
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.18K- 1.25% |
$386K - $481K
|
93.1K
$41.9M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.19K- 2.13% |
$388K - $484K
|
54.6K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.19K- 1.47% |
$389K - $485K
|
79.9K
$36M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.21K- 0.24% |
$395K - $493K
|
509K
$229M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.22K- 35.43% |
$397K - $495K
|
2.21K
$998K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.22K- 40.97% |
$399K - $497K
|
1.76K
$792K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.22K- 96.68% |
$400K - $499K
|
42
$18.9K
|