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
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.24K- 15.26% |
$1.06M - $1.32M
|
18K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.33K- 27.84% |
$1.09M - $1.36M
|
8.63K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-3.34K- 10.11% |
$1.09M - $1.36M
|
29.7K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.36K- 17.83% |
$1.1M - $1.37M
|
15.5K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.39K- 1.4% |
$1.11M - $1.38M
|
239K
$108M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.42K- 1.31% |
$1.12M - $1.39M
|
256K
$116M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.46K- 13.25% |
$1.13M - $1.41M
|
22.7K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.44% |
$1.14M - $1.43M
|
140K
$63M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.5K- 8.22% |
$1.14M - $1.43M
|
39.1K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.51K- 7.09% |
$1.15M - $1.43M
|
46K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.54K- 7.16% |
$1.16M - $1.44M
|
45.9K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.55K- 2.16% |
$1.16M - $1.45M
|
160K
$72.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.59K- 72.4% |
$1.17M - $1.46M
|
1.37K
$617K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.63K- 39.9% |
$1.19M - $1.48M
|
5.46K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.64K- 50.7% |
$1.19M - $1.49M
|
3.54K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.71K- 2.79% |
$1.21M - $1.51M
|
129K
$58.3M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.75K- 2.87% |
$1.23M - $1.53M
|
127K
$57.3M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.76K- 53.97% |
$1.23M - $1.53M
|
3.2K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.8K- 14.37% |
$1.24M - $1.55M
|
22.6K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-3.8K- 4.5% |
$1.24M - $1.55M
|
80.6K
$36.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.95K- 15.33% |
$1.29M - $1.61M
|
21.8K
$9.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.07K- 53.34% |
$1.33M - $1.66M
|
3.56K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.22K- 19.86% |
$1.38M - $1.72M
|
17K
$7.68M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.29K- 71.63% |
$1.4M - $1.75M
|
1.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-4.41K- 94.01% |
$1.44M - $1.8M
|
281
$127K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.5K- 16.63% |
$1.47M - $1.83M
|
22.6K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.65K- 10.04% |
$1.52M - $1.9M
|
41.7K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.71K- 6.11% |
$1.54M - $1.92M
|
72.5K
$32.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.82K- 23.47% |
$1.58M - $1.97M
|
15.7K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.02K- 3.29% |
$1.64M - $2.05M
|
147K
$66.4M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.06K- 80.99% |
$1.65M - $2.06M
|
1.19K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.12K- 75.48% |
$1.67M - $2.09M
|
1.66K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.12K- 9.33% |
$1.67M - $2.09M
|
49.8K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 56.3% |
$1.67M - $2.09M
|
3.98K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.35K- 82.61% |
$1.75M - $2.18M
|
1.13K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-5.5K- 84.6% |
$1.8M - $2.24M
|
1K
$451K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5.53K- 32.73% |
$1.81M - $2.25M
|
11.4K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-5.67K- 56.87% |
$1.85M - $2.31M
|
4.3K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.69K- 15.09% |
$1.86M - $2.32M
|
32K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.72K- 7.63% |
$1.87M - $2.33M
|
69.3K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.83K- 87.47% |
$1.9M - $2.38M
|
835
$376K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92KClosed |
$1.93M - $2.41M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.96K- 89.87% |
$1.95M - $2.43M
|
671
$302K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6.12K- 80.23% |
$2M - $2.49M
|
1.51K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.12K- 36.65% |
$2M - $2.5M
|
10.6K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.19K- 63.16% |
$2.02M - $2.52M
|
3.61K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.33K- 6.84% |
$2.07M - $2.58M
|
86.2K
$38.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.37K- 25.31% |
$2.08M - $2.6M
|
18.8K
$8.47M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.38K- 46.5% |
$2.08M - $2.6M
|
7.34K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.41K- 98.46% |
$2.09M - $2.61M
|
100
$45.1K
|