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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.24K- 11.99% |
$405K - $505K
|
9.09K
$4.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.24K- 2.23% |
$406K - $506K
|
54.4K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 5.71% |
$410K - $512K
|
20.7K
$9.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.27K- 39.77% |
$415K - $517K
|
1.92K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.28K- 54.58% |
$419K - $523K
|
1.07K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.3K- 58.82% |
$425K - $530K
|
910
$410K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.3K- 5.54% |
$425K - $530K
|
22.2K
$9.99M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.3K- 44.11% |
$425K - $531K
|
1.65K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.31K- 25.33% |
$427K - $533K
|
3.86K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.31K- 1.92% |
$429K - $535K
|
67K
$30.2M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 55.73% |
$429K - $536K
|
1.04K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.32K- 4.62% |
$431K - $537K
|
27.2K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.32K- 38.82% |
$433K - $540K
|
2.09K
$941K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.33K- 7.5% |
$435K - $542K
|
16.4K
$7.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.35K- 2.37% |
$440K - $549K
|
55.4K
$25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.36K- 47.05% |
$443K - $553K
|
1.53K
$688K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 2.74% |
$447K - $557K
|
48.5K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 1.64% |
$447K - $558K
|
82K
$36.9M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 48.03% |
$457K - $570K
|
1.51K
$682K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.4K- 1.01% |
$457K - $571K
|
138K
$62M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.4K- 11.62% |
$459K - $572K
|
10.7K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.41K- 35.49% |
$462K - $576K
|
2.57K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.43K- 53.97% |
$466K - $581K
|
1.22K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.43K- 28.79% |
$468K - $584K
|
3.54K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 5.46% |
$470K - $586K
|
24.9K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.44K- 2.67% |
$471K - $587K
|
52.4K
$23.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 39.52% |
$475K - $593K
|
2.23K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.46K- 4.9% |
$478K - $596K
|
28.4K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 54.18% |
$478K - $597K
|
1.24K
$558K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 38.47% |
$479K - $597K
|
2.34K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 8.48% |
$486K - $606K
|
16.1K
$7.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.5K- 5.85% |
$489K - $610K
|
24.1K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.5K- 45.49% |
$491K - $613K
|
1.8K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.51K- 50.52% |
$492K - $613K
|
1.47K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.52K- 58.67% |
$497K - $620K
|
1.07K
$483K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.61% |
$498K - $621K
|
25.6K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.54K- 8.77% |
$504K - $629K
|
16K
$7.22M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.56K- 2.6% |
$508K - $634K
|
58.2K
$26.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 0.84% |
$512K - $639K
|
184K
$83M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.59K- 2.95% |
$518K - $647K
|
52.2K
$23.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.6K- 18.6% |
$523K - $652K
|
7K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.64K- 12.08% |
$534K - $666K
|
11.9K
$5.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.64K- 74.19% |
$536K - $669K
|
571
$257K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 34.52% |
$540K - $674K
|
3.14K
$1.41M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.67K- 11.41% |
$544K - $679K
|
12.9K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.67K- 4.27% |
$547K - $682K
|
37.5K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.69K- 22.05% |
$552K - $689K
|
5.97K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.69K- 11.76% |
$553K - $690K
|
12.7K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.75K- 8.21% |
$572K - $713K
|
19.6K
$8.81M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-1.77K- 5.64% |
$579K - $723K
|
29.6K
$13.4M
|