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
|
First American Trust, Fsb
|
SELL
|
- |
-6.43K- 20.62% |
$2.1M - $2.62M
|
24.8K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.61K- 86.16% |
$2.16M - $2.69M
|
1.06K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.74K- 20.04% |
$2.2M - $2.75M
|
26.9K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 63.46% |
$2.21M - $2.76M
|
3.89K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.77K- 7.63% |
$2.21M - $2.76M
|
82K
$36.9M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.81K- 1.7% |
$2.22M - $2.78M
|
393K
$177M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 6.03% |
$2.28M - $2.85M
|
109K
$49.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.02K- 6.38% |
$2.29M - $2.86M
|
103K
$46.4M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.12K- 46.12% |
$2.33M - $2.9M
|
8.32K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.17K- 6.73% |
$2.34M - $2.92M
|
99.3K
$44.8M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-7.28K- 26.23% |
$2.38M - $2.97M
|
20.5K
$9.23M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.29K- 8.97% |
$2.38M - $2.97M
|
74K
$33.3M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.45K- 2.48% |
$2.43M - $3.04M
|
293K
$132M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.49K- 16.37% |
$2.45M - $3.05M
|
38.3K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.51K- 3.58% |
$2.45M - $3.06M
|
202K
$91.1M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-7.51K- 63.47% |
$2.45M - $3.06M
|
4.32K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.66K- 33.02% |
$2.5M - $3.12M
|
15.5K
$7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.67K- 32.83% |
$2.51M - $3.13M
|
15.7K
$7.07M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 1.18% |
$2.53M - $3.15M
|
646K
$291M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.82K- 1.03% |
$2.56M - $3.19M
|
749K
$337M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.07K- 56.87% |
$2.64M - $3.29M
|
6.12K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.18K- 24.16% |
$2.67M - $3.33M
|
25.7K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-8.19K- 64.18% |
$2.68M - $3.34M
|
4.57K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.6% |
$2.68M - $3.34M
|
1.36M
$614M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8.27K- 77.98% |
$2.7M - $3.37M
|
2.34K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8.41K- 23.64% |
$2.75M - $3.43M
|
27.2K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.49K- 37.69% |
$2.78M - $3.46M
|
14K
$6.33M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.79K- 51.61% |
$2.87M - $3.58M
|
8.25K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-9.01K- 1.42% |
$2.94M - $3.67M
|
627K
$282M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-9.06K- 6.01% |
$2.96M - $3.69M
|
142K
$63.9M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-9.07K- 16.83% |
$2.96M - $3.7M
|
44.8K
$20.2M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.1K- 9.07% |
$2.97M - $3.71M
|
91.2K
$41.1M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.17K- 41.73% |
$3M - $3.74M
|
12.8K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-9.21K- 20.21% |
$3.01M - $3.75M
|
36.3K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.41K- 19.15% |
$3.07M - $3.83M
|
39.7K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-9.71K- 3.9% |
$3.17M - $3.96M
|
239K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-10.1K- 5.57% |
$3.28M - $4.1M
|
170K
$76.8M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 14.18% |
$3.36M - $4.19M
|
62.2K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10.6K- 4.92% |
$3.46M - $4.31M
|
204K
$92.1M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 98.76% |
$3.47M - $4.33M
|
133
$59.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.9K- 9.57% |
$3.55M - $4.43M
|
103K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.9K- 1.99% |
$3.57M - $4.46M
|
537K
$242M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-11.1K- 28.64% |
$3.61M - $4.51M
|
27.5K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.3K- 54.47% |
$3.69M - $4.61M
|
9.45K
$4.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-11.4K- 6.67% |
$3.72M - $4.64M
|
159K
$71.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.5K- 32.78% |
$3.77M - $4.7M
|
23.6K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-11.8K- 31.49% |
$3.84M - $4.79M
|
25.6K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.7K- 28.97% |
$4.14M - $5.17M
|
31.1K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.1K- 94.23% |
$4.29M - $5.35M
|
803
$362K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-13.4K- 34.48% |
$4.37M - $5.45M
|
25.4K
$11.5M
|