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
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50.7K- 98.2% |
$16.6M - $20.7M
|
929
$419K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-51.8K- 69.42% |
$16.9M - $21.1M
|
22.8K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-52K- 32.77% |
$17M - $21.2M
|
107K
$48.1M
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-52.2K- 40.26% |
$17.1M - $21.3M
|
77.5K
$34.9M
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-55.5K- 47.46% |
$18.1M - $22.6M
|
61.5K
$27.7M
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-56K- 45.08% |
$18.3M - $22.8M
|
68.2K
$30.7M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-56.6K- 13.24% |
$18.5M - $23.1M
|
371K
$167M
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-57.9K- 38.26% |
$18.9M - $23.6M
|
93.4K
$42.1M
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-62.7K- 80.28% |
$20.5M - $25.6M
|
15.4K
$6.94M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-64.8K- 8.95% |
$21.2M - $26.4M
|
659K
$297M
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-64.9K- 0.37% |
$21.2M - $26.5M
|
17.7M
$7.96B
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-66.5K- 14.65% |
$21.7M - $27.1M
|
387K
$175M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-66.5K- 14.65% |
$21.7M - $27.1M
|
387K
$175M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-69.9K- 9.94% |
$22.8M - $28.5M
|
633K
$285M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70.7K- 8.32% |
$23.1M - $28.8M
|
779K
$351M
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-72.5K- 31.35% |
$23.7M - $29.5M
|
159K
$71.5M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.9K- 26.86% |
$24.5M - $30.5M
|
204K
$91.9M
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-79K- 11.26% |
$25.8M - $32.2M
|
623K
$281M
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-80.3K- 37.65% |
$26.2M - $32.7M
|
133K
$59.9M
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-81K- 31.58% |
$26.5M - $33M
|
176K
$79.1M
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-93.8K- 2.95% |
$30.6M - $38.2M
|
3.09M
$1.39B
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-98.2K- 13.98% |
$32.1M - $40M
|
604K
$272M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-98.5K- 60.85% |
$32.2M - $40.1M
|
63.4K
$28.6M
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-98.6K- 100.0% |
$32.2M - $40.2M
|
3
$1.35K
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-101K- 96.25% |
$32.9M - $41.1M
|
3.93K
$1.77M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-102K- 34.4% |
$33.3M - $41.5M
|
194K
$87.5M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-108K- 33.63% |
$35.4M - $44.2M
|
214K
$96.4M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-112K- 5.23% |
$36.7M - $45.7M
|
2.03M
$917M
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-117K- 53.52% |
$38.1M - $47.5M
|
101K
$45.6M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-119K- 44.57% |
$38.8M - $48.4M
|
148K
$66.5M
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120K- 93.42% |
$39.2M - $48.9M
|
8.45K
$3.81M
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-128K- 43.17% |
$41.8M - $52.2M
|
168K
$75.9M
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-158K- 10.09% |
$51.6M - $64.4M
|
1.41M
$635M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-160K- 22.87% |
$52.2M - $65.1M
|
538K
$243M
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-161K- 30.0% |
$52.7M - $65.8M
|
377K
$170M
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-171K- 56.77% |
$55.9M - $69.8M
|
130K
$58.8M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-190K- 48.82% |
$62M - $77.4M
|
199K
$89.7M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-218K- 44.17% |
$71.1M - $88.7M
|
275K
$124M
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-232K- 24.85% |
$75.7M - $94.5M
|
701K
$316M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-250K- 3.65% |
$81.6M - $102M
|
6.6M
$2.97B
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-256K- 45.46% |
$83.7M - $104M
|
307K
$138M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-349K- 4.64% |
$114M - $142M
|
7.17M
$3.23B
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-468K- 1.28% |
$153M - $191M
|
36.2M
$16.3B
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-594K- 1.27% |
$194M - $242M
|
46.2M
$20.8B
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-611K- 28.22% |
$200M - $249M
|
1.55M
$701M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-650K- 28.57% |
$212M - $265M
|
1.63M
$733M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.72M- 99.7% |
$1.22B - $1.52B
|
11.3K
$5.1M
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-8.32M- 50.76% |
$2.72B - $3.39B
|
8.07M
$3.64B
|