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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.92K+ 1.85% |
$628K - $783K
|
106K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 26.81% |
$626K - $781K
|
9.06K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.91K+ 152.19% |
$623K - $777K
|
3.16K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.88K+ 6.24% |
$614K - $766K
|
32K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.85K+ 101.2% |
$604K - $753K
|
3.67K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 10.1% |
$601K - $750K
|
20.1K
$8.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.84K+ 512.26% |
$601K - $750K
|
2.2K
$884K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.83K+ 4.04% |
$598K - $746K
|
47.1K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.81K+ 44.66% |
$590K - $736K
|
5.85K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 6.24% |
$584K - $729K
|
30.5K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.75K+ 63.74% |
$572K - $714K
|
4.5K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.75K+ 33.37% |
$572K - $714K
|
7K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.75K+ 49.69% |
$570K - $711K
|
5.26K
$2.11M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.73K+ 84.69% |
$566K - $706K
|
3.78K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.71K+ 4.61% |
$559K - $698K
|
38.8K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.7K+ 47.16% |
$556K - $694K
|
5.31K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 17.1% |
$555K - $693K
|
11.6K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.7KNew |
$555K - $692K
|
1.7K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7K+ 14.09% |
$554K - $691K
|
13.7K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 42.56% |
$551K - $688K
|
5.65K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.69K+ 23.18% |
$551K - $687K
|
8.96K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67K+ 0.72% |
$546K - $681K
|
235K
$94.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.67K+ 10.05% |
$545K - $680K
|
18.3K
$7.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 3.51% |
$544K - $679K
|
49.1K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.64K+ 9.35% |
$535K - $667K
|
19.1K
$7.69M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.64K+ 2.32% |
$535K - $667K
|
72.2K
$29M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.64K+ 1.15% |
$534K - $666K
|
143K
$57.6M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.63K+ 5.43% |
$534K - $666K
|
31.7K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.62K+ 8.88% |
$530K - $662K
|
19.9K
$8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.6K+ 275.26% |
$523K - $653K
|
2.18K
$878K
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.59KNew |
$519K - $648K
|
1.59K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.59K+ 5.42% |
$519K - $648K
|
30.9K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.58K+ 11.15% |
$517K - $645K
|
15.8K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57K+ 4.21% |
$514K - $642K
|
39K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.56KNew |
$510K - $636K
|
1.56K
$627K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.55KNew |
$507K - $633K
|
1.55K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.52K+ 2.2% |
$498K - $621K
|
70.7K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.51K+ 22.02% |
$492K - $614K
|
8.35K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.5K+ 10.08% |
$491K - $613K
|
16.4K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 9.33% |
$489K - $611K
|
17.6K
$7.06M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.47KNew |
$481K - $600K
|
1.47K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.47K+ 68.62% |
$479K - $597K
|
3.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.47KNew |
$479K - $597K
|
1.47K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.43K+ 0.5% |
$469K - $585K
|
289K
$116M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.42KNew |
$463K - $578K
|
1.42K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.41K+ 12.16% |
$462K - $576K
|
13K
$5.24M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.41KNew |
$460K - $574K
|
1.41K
$566K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.4K+ 8.16% |
$457K - $571K
|
18.6K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.4K+ 1.39% |
$457K - $571K
|
102K
$41M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.4K+ 47.63% |
$456K - $569K
|
4.32K
$1.74M
|