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
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.6K- 9.39% |
$4.43M - $5.53M
|
131K
$59M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-14K- 16.25% |
$4.56M - $5.69M
|
71.9K
$32.4M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-14K- 2.3% |
$4.57M - $5.7M
|
593K
$267M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-14K- 77.95% |
$4.58M - $5.72M
|
3.97K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.2K- 24.13% |
$4.65M - $5.8M
|
44.8K
$20.2M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-14.3K- 36.31% |
$4.68M - $5.84M
|
25.1K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.4K- 23.81% |
$4.7M - $5.86M
|
46K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.5K- 5.84% |
$4.75M - $5.92M
|
234K
$105M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.8K- 48.91% |
$4.85M - $6.05M
|
15.5K
$6.98M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-15.3K- 8.55% |
$4.99M - $6.22M
|
163K
$73.6M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-15.3K- 91.87% |
$5.01M - $6.25M
|
1.36K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.4K- 48.52% |
$5.04M - $6.29M
|
16.4K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-15.8K- 10.06% |
$5.16M - $6.44M
|
141K
$63.7M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-16.2K- 13.13% |
$5.29M - $6.59M
|
107K
$48.3M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-16.3K- 16.82% |
$5.32M - $6.64M
|
80.5K
$36.3M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-16.5K- 91.83% |
$5.38M - $6.71M
|
1.47K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-16.7K- 73.99% |
$5.47M - $6.83M
|
5.89K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-17.4K- 98.67% |
$5.68M - $7.09M
|
235
$106K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-17.6K- 56.71% |
$5.76M - $7.18M
|
13.5K
$6.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18.2K- 3.31% |
$5.94M - $7.41M
|
531K
$239M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-18.5K- 3.84% |
$6.06M - $7.56M
|
464K
$209M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 98.8% |
$6.06M - $7.56M
|
226
$102K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-19.1K- 77.67% |
$6.25M - $7.8M
|
5.5K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-19.5K- 88.72% |
$6.39M - $7.97M
|
2.49K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-20.9K- 22.85% |
$6.82M - $8.51M
|
70.5K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-21K- 17.44% |
$6.86M - $8.56M
|
99.4K
$44.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-21.1K- 25.12% |
$6.91M - $8.62M
|
63.1K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-21.9K- 27.48% |
$7.16M - $8.93M
|
57.8K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22K- 4.54% |
$7.2M - $8.98M
|
463K
$209M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-22.1K- 2.06% |
$7.23M - $9.02M
|
1.05M
$474M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-22.9K- 84.68% |
$7.49M - $9.35M
|
4.15K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23.3K- 35.19% |
$7.61M - $9.49M
|
42.9K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-23.4K- 7.8% |
$7.65M - $9.54M
|
277K
$125M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-23.5K- 22.0% |
$7.68M - $9.58M
|
83.3K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26.8K- 8.88% |
$8.74M - $10.9M
|
275K
$124M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-26.9K- 6.03% |
$8.8M - $11M
|
420K
$189M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.2K- 7.7% |
$9.53M - $11.9M
|
350K
$158M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-30.5K- 3.43% |
$9.97M - $12.4M
|
858K
$387M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-32.5K- 84.85% |
$10.6M - $13.2M
|
5.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-33K- 71.91% |
$10.8M - $13.5M
|
12.9K
$5.81M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.5K- 1.0% |
$10.9M - $13.6M
|
3.3M
$1.49B
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-34.9K- 4.08% |
$11.4M - $14.2M
|
820K
$369M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.4K- 5.89% |
$12.6M - $15.7M
|
615K
$277M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-39.9K- 50.98% |
$13M - $16.3M
|
38.4K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-41.3K- 71.96% |
$13.5M - $16.8M
|
16.1K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-42.7K- 44.84% |
$13.9M - $17.4M
|
52.5K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-45K- 3.16% |
$14.7M - $18.3M
|
1.38M
$622M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-45.8K- 68.67% |
$15M - $18.7M
|
20.9K
$9.42M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.4K- 1.44% |
$15.2M - $18.9M
|
3.18M
$1.43B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50.6K- 94.63% |
$16.5M - $20.6M
|
2.87K
$1.29M
|