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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.25K+ 16.5% |
$1.39M - $1.73M
|
30K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$1.39M - $1.73M
|
4.24K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.22K+ 3.48% |
$1.38M - $1.72M
|
125K
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.2KNew |
$1.37M - $1.71M
|
4.2K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 0.96% |
$1.37M - $1.71M
|
439K
$177M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.15KNew |
$1.36M - $1.69M
|
4.15K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.13K+ 8.45% |
$1.35M - $1.68M
|
53K
$21.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
4.09K+ 48.02% |
$1.34M - $1.67M
|
12.6K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.78KNew |
$1.23M - $1.54M
|
3.78K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.73K+ 0.38% |
$1.22M - $1.52M
|
977K
$393M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.72K+ 0.21% |
$1.22M - $1.52M
|
1.81M
$730M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.69KNew |
$1.2M - $1.5M
|
3.69K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.68K+ 35.53% |
$1.2M - $1.5M
|
14K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.67K+ 7.88% |
$1.2M - $1.5M
|
50.2K
$20.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.63KNew |
$1.19M - $1.48M
|
3.63K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.55K+ 6.44% |
$1.16M - $1.45M
|
58.7K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.55K+ 11.08% |
$1.16M - $1.45M
|
35.6K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.52KNew |
$1.15M - $1.43M
|
3.52K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.5KNew |
$1.14M - $1.43M
|
3.5K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 41.63% |
$1.14M - $1.42M
|
11.8K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.41K+ 33.45% |
$1.11M - $1.39M
|
13.6K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.36K+ 592.76% |
$1.1M - $1.37M
|
3.92K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.33K+ 5.74% |
$1.09M - $1.36M
|
61.3K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.31K+ 3.21% |
$1.08M - $1.35M
|
107K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
3.31KNew |
$1.08M - $1.35M
|
3.31K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.27K+ 1.97% |
$1.07M - $1.33M
|
169K
$68M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.26K+ 31.07% |
$1.06M - $1.33M
|
13.7K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.25K+ 1.0% |
$1.06M - $1.32M
|
328K
$132M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.24K+ 1.18% |
$1.06M - $1.32M
|
279K
$112M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.23KNew |
$1.06M - $1.32M
|
3.23K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.19K+ 1.09% |
$1.04M - $1.3M
|
296K
$119M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$1.04M - $1.29M
|
3.17K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.17K+ 111.08% |
$1.04M - $1.29M
|
6.02K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$1.01M - $1.27M
|
3.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 1.03% |
$1M - $1.25M
|
301K
$121M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.06K+ 153.23% |
$999K - $1.25M
|
5.05K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.03KNew |
$991K - $1.24M
|
3.03K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.01K+ 12.77% |
$984K - $1.23M
|
26.6K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3K+ 82.94% |
$982K - $1.22M
|
6.63K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3K+ 22.56% |
$980K - $1.22M
|
16.3K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3K+ 437.32% |
$980K - $1.22M
|
3.69K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.99KNew |
$977K - $1.22M
|
2.99K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.96K+ 0.73% |
$967K - $1.21M
|
406K
$163M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.92K+ 38.22% |
$952K - $1.19M
|
10.5K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.9K+ 47.68% |
$949K - $1.18M
|
8.99K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.88K+ 320.0% |
$941K - $1.17M
|
3.78K
$1.52M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.87K+ 6.66% |
$939K - $1.17M
|
46K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.83K+ 172.54% |
$924K - $1.15M
|
4.47K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.82K+ 2.13% |
$921K - $1.15M
|
135K
$54.3M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.81K+ 294.44% |
$918K - $1.15M
|
3.76K
$1.51M
|