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 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.81K+ 31.46% |
$918K - $1.14M
|
11.7K
$4.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.78K+ 2.86% |
$908K - $1.13M
|
100K
$40.3M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.67K+ 98.74% |
$871K - $1.09M
|
5.37K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.65K+ 16.8% |
$867K - $1.08M
|
18.5K
$7.42M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.61KNew |
$852K - $1.06M
|
2.61K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.59K+ 32.34% |
$847K - $1.06M
|
10.6K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 79.64% |
$845K - $1.05M
|
5.83K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.58KNew |
$844K - $1.05M
|
2.58K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.55K+ 39.82% |
$833K - $1.04M
|
8.95K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.55KNew |
$832K - $1.04M
|
2.55K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.53K+ 20.32% |
$825K - $1.03M
|
14.9K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.52K+ 2.51% |
$824K - $1.03M
|
103K
$41.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.5K+ 7.26% |
$818K - $1.02M
|
37K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.49K+ 1.46% |
$814K - $1.02M
|
173K
$69.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49K+ 14.15% |
$814K - $1.01M
|
20.1K
$8.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.47K+ 123.2% |
$807K - $1.01M
|
4.47K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.46K+ 292.96% |
$802K - $1M
|
3.29K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.45KNew |
$801K - $999K
|
2.45K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.45K+ 111.28% |
$800K - $997K
|
4.65K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.45KNew |
$799K - $997K
|
2.45K
$984K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 3.1% |
$795K - $992K
|
80.9K
$32.5M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.43KNew |
$793K - $989K
|
2.43K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.42K+ 3271.62% |
$791K - $987K
|
2.5K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.38K+ 22.71% |
$779K - $971K
|
12.9K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38K+ 3.89% |
$778K - $970K
|
63.5K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.36KNew |
$771K - $962K
|
2.36K
$950K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.36K+ 60.75% |
$771K - $962K
|
6.24K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$764K - $953K
|
2.34K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.27K+ 10.54% |
$741K - $925K
|
23.8K
$9.57M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.25K+ 14.72% |
$736K - $918K
|
17.5K
$7.06M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$732K - $913K
|
2.24K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.23K+ 200.18% |
$729K - $909K
|
3.34K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.21K+ 187.15% |
$723K - $902K
|
3.4K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$714K - $891K
|
2.19K
$879K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.18KNew |
$713K - $889K
|
2.18K
$878K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$713K - $889K
|
2.18K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
2.15KNew |
$701K - $874K
|
2.15K
$863K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.08K+ 2.15% |
$678K - $846K
|
98.6K
$39.6M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.06K+ 17.3% |
$673K - $839K
|
14K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.05K+ 3.76% |
$671K - $837K
|
56.7K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.05KNew |
$670K - $836K
|
2.05K
$825K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.04K+ 15.49% |
$667K - $832K
|
15.2K
$6.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 0.8% |
$666K - $831K
|
256K
$103M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.04K+ 139.38% |
$665K - $830K
|
3.5K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.03K+ 5.43% |
$664K - $828K
|
39.4K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 15.48% |
$653K - $815K
|
14.9K
$6M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.98KNew |
$648K - $808K
|
1.98K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 8.76% |
$645K - $804K
|
24.5K
$9.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 8.72% |
$642K - $801K
|
24.5K
$9.85M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.95K+ 83.53% |
$637K - $794K
|
4.28K
$1.72M
|