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 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 1.81% |
$5.23K - $6.52K
|
899
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16+ 0.19% |
$5.23K - $6.52K
|
8.25K
$3.35M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
16+ 0.82% |
$5.23K - $6.52K
|
1.96K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 0.73% |
$5.23K - $6.52K
|
2.2K
$892K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16+ 1.38% |
$5.23K - $6.52K
|
1.18K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.23K - $6.52K
|
816
$331K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16+ 1.37% |
$5.23K - $6.52K
|
1.19K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
16+ 0.93% |
$5.23K - $6.52K
|
1.74K
$704K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15+ 0.81% |
$4.9K - $6.11K
|
1.87K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.43% |
$4.9K - $6.11K
|
3.53K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.64% |
$4.9K - $6.11K
|
928
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$4.9K - $6.11K
|
10.5K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 37.5% |
$4.9K - $6.11K
|
55
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
15+ 0.73% |
$4.9K - $6.11K
|
2.07K
$840K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 1.93% |
$4.57K - $5.71K
|
740
$300K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.28% |
$4.57K - $5.71K
|
5.06K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 14.0% |
$4.57K - $5.71K
|
114
$46.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.57K - $5.71K
|
1.61K
$655K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 0.5% |
$4.25K - $5.3K
|
2.62K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13+ 2.02% |
$4.25K - $5.3K
|
657
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
13+ 0.45% |
$4.25K - $5.3K
|
2.93K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.62% |
$4.25K - $5.3K
|
815
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
13+ 1.52% |
$4.25K - $5.3K
|
867
$352K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13+ 0.24% |
$4.25K - $5.3K
|
5.35K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.42% |
$3.92K - $4.89K
|
858
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12+ 16.22% |
$3.92K - $4.89K
|
86
$34.9K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
12+ 2.0% |
$3.92K - $4.89K
|
612
$248K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 1.23% |
$3.92K - $4.89K
|
989
$401K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
12+ 1.13% |
$3.92K - $4.89K
|
1.07K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
11+ 1.71% |
$3.59K - $4.48K
|
656
$266K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.24% |
$3.27K - $4.08K
|
4.13K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10+ 0.36% |
$3.27K - $4.08K
|
2.8K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.27K - $4.08K
|
5.93K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10+ 1.29% |
$3.27K - $4.08K
|
783
$318K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.13% |
$3.27K - $4.08K
|
7.72K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 7.04% |
$3.27K - $4.08K
|
152
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.96% |
$3.27K - $4.08K
|
1.06K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
10+ 0.25% |
$3.27K - $4.08K
|
4.01K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
10+ 0.04% |
$3.27K - $4.08K
|
23.3K
$9.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.01% |
$2.94K - $3.67K
|
128K
$52.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9+ 0.28% |
$2.94K - $3.67K
|
3.24K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.32% |
$2.94K - $3.67K
|
692
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$2.94K - $3.67K
|
8.51K
$3.45M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
9+ 0.39% |
$2.94K - $3.67K
|
2.3K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.36% |
$2.94K - $3.67K
|
2.52K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
9+ 0.82% |
$2.94K - $3.67K
|
1.1K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
8+ 1.26% |
$2.61K - $3.26K
|
644
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8+ 0.27% |
$2.61K - $3.26K
|
3.02K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 0.67% |
$2.61K - $3.26K
|
1.21K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
8New |
$2.61K - $3.26K
|
8
$3.25K
|