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 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
455+ 14.95% |
$149K - $185K
|
3.5K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
453+ 61.13% |
$148K - $185K
|
1.19K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
450+ 3.57% |
$147K - $183K
|
13.1K
$5.25M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
448+ 12.23% |
$146K - $183K
|
4.11K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
446+ 15.4% |
$146K - $182K
|
3.34K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
444+ 4.39% |
$145K - $181K
|
10.6K
$4.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
432+ 5.92% |
$141K - $176K
|
7.73K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
430+ 10.13% |
$141K - $175K
|
4.68K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 26.76% |
$139K - $173K
|
2.01K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
421+ 16.0% |
$138K - $172K
|
3.05K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
419+ 6.34% |
$137K - $171K
|
7.03K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
417+ 2.7% |
$136K - $170K
|
15.9K
$6.38M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
416+ 12.47% |
$136K - $170K
|
3.75K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
415+ 65.66% |
$136K - $169K
|
1.05K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
412New |
$135K - $168K
|
412
$166K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
411+ 61.99% |
$134K - $168K
|
1.07K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
410+ 6.03% |
$134K - $167K
|
7.21K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
408+ 4.14% |
$133K - $166K
|
10.3K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
408New |
$133K - $166K
|
408
$164K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
406+ 4.26% |
$133K - $165K
|
9.94K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
402+ 11.44% |
$131K - $164K
|
3.92K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
401+ 7.32% |
$131K - $163K
|
5.88K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 28.86% |
$131K - $163K
|
1.79K
$718K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
400+ 6.69% |
$131K - $163K
|
6.38K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
400+ 12.27% |
$131K - $163K
|
3.66K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
396+ 2.45% |
$129K - $161K
|
16.6K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
395+ 1.13% |
$129K - $161K
|
35.2K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
394+ 39.72% |
$129K - $161K
|
1.39K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
394+ 6.05% |
$129K - $161K
|
6.91K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
388+ 2.0% |
$127K - $158K
|
19.7K
$7.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
387+ 46.24% |
$126K - $158K
|
1.22K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
387+ 34.43% |
$126K - $158K
|
1.51K
$608K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
386+ 0.25% |
$126K - $157K
|
157K
$63.2M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
378+ 38.22% |
$124K - $154K
|
1.37K
$550K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
375+ 2.31% |
$123K - $153K
|
16.6K
$6.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
375+ 58.14% |
$123K - $153K
|
1.02K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
374+ 19.05% |
$122K - $152K
|
2.34K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
365+ 0.54% |
$119K - $149K
|
67.5K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
361+ 8.34% |
$118K - $147K
|
4.69K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
360+ 14.53% |
$118K - $147K
|
2.84K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
360+ 7.17% |
$118K - $147K
|
5.38K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
357+ 7.37% |
$117K - $146K
|
5.2K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
356+ 2.0% |
$116K - $145K
|
18.1K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
356+ 16.14% |
$116K - $145K
|
2.56K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
355+ 35.18% |
$116K - $145K
|
1.36K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
355+ 1.86% |
$116K - $145K
|
19.5K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
354+ 1.46% |
$116K - $144K
|
24.6K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
354+ 48.36% |
$116K - $144K
|
1.09K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
352+ 1.5% |
$115K - $143K
|
23.9K
$9.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
350+ 5.91% |
$114K - $143K
|
6.27K
$2.52M
|