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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 5.46% |
$470K - $586K
|
24.9K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.44K- 2.67% |
$471K - $587K
|
52.4K
$21.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 39.52% |
$475K - $593K
|
2.23K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.46K- 4.9% |
$478K - $596K
|
28.4K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 54.18% |
$478K - $597K
|
1.24K
$498K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 38.47% |
$479K - $597K
|
2.34K
$942K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 8.48% |
$486K - $606K
|
16.1K
$6.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.5K- 5.85% |
$489K - $610K
|
24.1K
$9.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.5K- 45.49% |
$491K - $613K
|
1.8K
$724K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.51K- 50.52% |
$492K - $613K
|
1.47K
$593K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.52K- 58.67% |
$497K - $620K
|
1.07K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.61% |
$498K - $621K
|
25.6K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.54K- 8.77% |
$504K - $629K
|
16K
$6.45M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.56K- 2.6% |
$508K - $634K
|
58.2K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 0.84% |
$512K - $639K
|
184K
$74.1M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.59K- 2.95% |
$518K - $647K
|
52.2K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.6K- 18.6% |
$523K - $652K
|
7K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.64K- 12.08% |
$534K - $666K
|
11.9K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.64K- 74.19% |
$536K - $669K
|
571
$230K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 34.52% |
$540K - $674K
|
3.14K
$1.26M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.67K- 11.41% |
$544K - $679K
|
12.9K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.67K- 4.27% |
$547K - $682K
|
37.5K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.69K- 22.05% |
$552K - $689K
|
5.97K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.69K- 11.76% |
$553K - $690K
|
12.7K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.75K- 8.21% |
$572K - $713K
|
19.6K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-1.77K- 5.64% |
$579K - $723K
|
29.6K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-1.8K- 52.94% |
$588K - $734K
|
1.6K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.84K- 2.91% |
$601K - $750K
|
61.5K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.84K- 2.09% |
$602K - $750K
|
86.2K
$34.7M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.89K- 39.29% |
$617K - $769K
|
2.92K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.9K- 19.04% |
$622K - $776K
|
8.09K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.93K- 4.9% |
$631K - $787K
|
37.5K
$15.1M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 2.75% |
$633K - $790K
|
68.5K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2K- 74.05% |
$654K - $815K
|
701
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2K- 9.93% |
$654K - $816K
|
18.2K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.01K- 61.07% |
$656K - $819K
|
1.28K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.01K- 2.06% |
$656K - $819K
|
95.6K
$38.5M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.02K- 19.7% |
$658K - $821K
|
8.21K
$3.3M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.02K- 72.91% |
$660K - $823K
|
750
$302K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.02K- 6.39% |
$660K - $824K
|
29.6K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.02K- 4.8% |
$660K - $824K
|
40.1K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.02K- 2.67% |
$661K - $825K
|
73.9K
$29.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.03K- 16.24% |
$662K - $826K
|
10.4K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 14.75% |
$668K - $834K
|
11.8K
$4.75M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.09K- 9.46% |
$684K - $853K
|
20K
$8.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.1K- 8.92% |
$686K - $856K
|
21.4K
$8.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.17K- 5.29% |
$708K - $883K
|
38.8K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.23K- 2.72% |
$728K - $909K
|
79.8K
$32.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.31K- 41.31% |
$755K - $942K
|
3.28K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.33K- 4.06% |
$762K - $951K
|
55K
$22.1M
|