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
|
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
$721K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.84K- 2.91% |
$601K - $750K
|
61.5K
$27.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.84K- 2.09% |
$602K - $750K
|
86.2K
$38.8M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.89K- 39.29% |
$617K - $769K
|
2.92K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.9K- 19.04% |
$622K - $776K
|
8.09K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.93K- 4.9% |
$631K - $787K
|
37.5K
$16.9M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 2.75% |
$633K - $790K
|
68.5K
$30.9M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2K- 74.05% |
$654K - $815K
|
701
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2K- 9.93% |
$654K - $816K
|
18.2K
$8.18M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.01K- 61.07% |
$656K - $819K
|
1.28K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.01K- 2.06% |
$656K - $819K
|
95.6K
$43.1M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.02K- 19.7% |
$658K - $821K
|
8.21K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.02K- 72.91% |
$660K - $823K
|
750
$338K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.02K- 6.39% |
$660K - $824K
|
29.6K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.02K- 4.8% |
$660K - $824K
|
40.1K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.02K- 2.67% |
$661K - $825K
|
73.9K
$33.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.03K- 16.24% |
$662K - $826K
|
10.4K
$4.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 14.75% |
$668K - $834K
|
11.8K
$5.33M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.09K- 9.46% |
$684K - $853K
|
20K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.1K- 8.92% |
$686K - $856K
|
21.4K
$9.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.17K- 5.29% |
$708K - $883K
|
38.8K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.23K- 2.72% |
$728K - $909K
|
79.8K
$36M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.31K- 41.31% |
$755K - $942K
|
3.28K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.33K- 4.06% |
$762K - $951K
|
55K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-2.36K- 21.11% |
$771K - $962K
|
8.82K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.36K- 44.94% |
$772K - $963K
|
2.89K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-2.37K- 0.65% |
$774K - $965K
|
363K
$164M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.41K- 22.58% |
$787K - $982K
|
8.26K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.41K- 3.8% |
$788K - $983K
|
61.1K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.42K- 25.86% |
$792K - $988K
|
6.95K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.43K- 2.97% |
$793K - $989K
|
79.3K
$35.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 3.6% |
$798K - $996K
|
65.4K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.5K- 3.45% |
$817K - $1.02M
|
69.9K
$31.5M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.56K- 11.43% |
$838K - $1.05M
|
19.9K
$8.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.57K- 60.23% |
$839K - $1.05M
|
1.7K
$764K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.63K- 29.78% |
$859K - $1.07M
|
6.2K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.64K- 2.11% |
$861K - $1.07M
|
123K
$55.2M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.71K- 6.13% |
$885K - $1.1M
|
41.5K
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.72K- 7.04% |
$887K - $1.11M
|
35.9K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.73K- 18.57% |
$893K - $1.11M
|
12K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.77K- 57.58% |
$904K - $1.13M
|
2.04K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.81K- 16.99% |
$917K - $1.14M
|
13.7K
$6.18M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.85K- 45.66% |
$931K - $1.16M
|
3.39K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-2.9K- 80.78% |
$946K - $1.18M
|
689
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3K- 60.02% |
$979K - $1.22M
|
2K
$899K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.03K- 7.1% |
$988K - $1.23M
|
39.6K
$17.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-3.08K- 36.08% |
$1.01M - $1.26M
|
5.46K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.11K- 28.65% |
$1.01M - $1.27M
|
7.74K
$3.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.13K- 10.04% |
$1.02M - $1.28M
|
28K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.17K- 2.89% |
$1.03M - $1.29M
|
106K
$48M
|