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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.38K+ 5.57% |
$451K - $563K
|
26.2K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.37K+ 3.81% |
$447K - $558K
|
37.3K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.36K+ 39.15% |
$446K - $556K
|
4.85K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.36K+ 5.72% |
$445K - $555K
|
25.2K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.36K+ 4.87% |
$443K - $553K
|
29.2K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.35K+ 2.67% |
$442K - $552K
|
51.9K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.35K+ 24.15% |
$441K - $551K
|
6.95K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.33K+ 2.19% |
$436K - $544K
|
62.2K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.33K+ 18.69% |
$435K - $543K
|
8.46K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.33K+ 14.49% |
$434K - $541K
|
10.5K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.3K+ 196.09% |
$426K - $532K
|
1.97K
$792K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.3K+ 200.0% |
$425K - $530K
|
1.95K
$784K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.3KNew |
$423K - $528K
|
1.3K
$521K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.29K+ 74.51% |
$422K - $527K
|
3.03K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.29K+ 6.31% |
$421K - $525K
|
21.7K
$8.72M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.29K+ 167.32% |
$420K - $524K
|
2.05K
$826K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.28K+ 87.14% |
$419K - $522K
|
2.75K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.27K+ 2.09% |
$413K - $516K
|
61.8K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.26K+ 84.86% |
$412K - $514K
|
2.75K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.26K+ 4.5% |
$411K - $513K
|
29.3K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.25K+ 13.27% |
$407K - $507K
|
10.6K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.24K+ 44.0% |
$405K - $505K
|
4.06K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.23K+ 10.7% |
$403K - $503K
|
12.8K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$402K - $502K
|
1.23K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.01% |
$401K - $500K
|
41.9K
$16.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 2.91% |
$398K - $496K
|
43K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.2K+ 1.11% |
$393K - $490K
|
110K
$44.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 5.92% |
$390K - $487K
|
21.4K
$8.6M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.2K+ 15.33% |
$390K - $487K
|
8.99K
$3.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.19K+ 35.47% |
$389K - $486K
|
4.55K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$389K - $485K
|
1.19K
$479K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 15.05% |
$378K - $472K
|
8.84K
$3.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.16K+ 3.14% |
$378K - $471K
|
38K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.15K+ 45.41% |
$377K - $470K
|
3.69K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.14K+ 104.97% |
$372K - $465K
|
2.23K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 1.51% |
$369K - $461K
|
76.1K
$30.6M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 0.79% |
$364K - $454K
|
142K
$57M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.11K+ 3.7% |
$361K - $450K
|
31K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.1K+ 126.91% |
$359K - $448K
|
1.97K
$790K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 7.84% |
$359K - $448K
|
15.1K
$6.08M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 3.55% |
$357K - $445K
|
31.8K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$354K - $441K
|
1.08K
$436K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.08KNew |
$352K - $439K
|
1.08K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.07K+ 3.82% |
$350K - $437K
|
29.1K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.05K+ 0.41% |
$344K - $429K
|
256K
$103M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.05K+ 28.74% |
$344K - $429K
|
4.71K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.05K+ 7.01% |
$342K - $426K
|
16K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.05K+ 4.57% |
$342K - $426K
|
23.9K
$9.62M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.03K+ 6.58% |
$337K - $420K
|
16.7K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 12.51% |
$334K - $417K
|
9.19K
$3.7M
|