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
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
612New |
$200K - $249K
|
612
$246K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
604+ 68.95% |
$197K - $246K
|
1.48K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
602+ 17.84% |
$197K - $245K
|
3.98K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
600+ 60.0% |
$196K - $245K
|
1.6K
$643K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
589+ 4.14% |
$192K - $240K
|
14.8K
$5.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
584+ 5.76% |
$191K - $238K
|
10.7K
$4.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
579+ 9.82% |
$189K - $236K
|
6.47K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
579+ 28.42% |
$189K - $236K
|
2.62K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
571+ 14.36% |
$187K - $233K
|
4.55K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
568+ 1.12% |
$186K - $232K
|
51.4K
$20.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 2.48% |
$185K - $231K
|
23.4K
$9.43M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
565+ 0.93% |
$185K - $230K
|
61.3K
$24.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
561+ 13.66% |
$183K - $229K
|
4.67K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
557New |
$182K - $227K
|
557
$224K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
557+ 31.58% |
$182K - $227K
|
2.32K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
556+ 27.93% |
$182K - $227K
|
2.55K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
544+ 29.71% |
$178K - $222K
|
2.38K
$955K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
544+ 0.78% |
$178K - $222K
|
70.7K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
543+ 20.34% |
$177K - $221K
|
3.21K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
538+ 8.79% |
$176K - $219K
|
6.66K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
531+ 26.0% |
$174K - $216K
|
2.57K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
527+ 1.81% |
$172K - $215K
|
29.6K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
525+ 6.92% |
$172K - $214K
|
8.12K
$3.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
524+ 19.3% |
$171K - $214K
|
3.24K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
524+ 27.93% |
$171K - $214K
|
2.4K
$965K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
520+ 15.51% |
$170K - $212K
|
3.87K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
518+ 4.33% |
$169K - $211K
|
12.5K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
516+ 1.46% |
$169K - $210K
|
35.9K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
514+ 17.09% |
$168K - $210K
|
3.52K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
514+ 1.22% |
$168K - $210K
|
42.7K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
513+ 8.48% |
$168K - $209K
|
6.57K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
504+ 16.49% |
$165K - $205K
|
3.56K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
501+ 7.17% |
$164K - $204K
|
7.49K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
500+ 29.69% |
$163K - $204K
|
2.18K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
497+ 1.87% |
$162K - $203K
|
27.1K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
496+ 32.67% |
$162K - $202K
|
2.01K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
493+ 11.13% |
$161K - $201K
|
4.92K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490+ 3.57% |
$160K - $200K
|
14.2K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
490+ 19.21% |
$160K - $200K
|
3.04K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
488+ 4.56% |
$159K - $199K
|
11.2K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
488+ 3.72% |
$159K - $199K
|
13.6K
$5.48M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
480+ 8.5% |
$157K - $196K
|
6.13K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
478New |
$156K - $195K
|
478
$192K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
470+ 3.43% |
$154K - $192K
|
14.2K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
468+ 0.74% |
$153K - $191K
|
63.4K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
462+ 22.62% |
$151K - $188K
|
2.5K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
461+ 2.9% |
$151K - $188K
|
16.4K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
459+ 5.1% |
$150K - $187K
|
9.47K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
456+ 72.96% |
$149K - $186K
|
1.08K
$435K
|