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 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-47- 1.68% |
$15.4K - $19.2K
|
2.76K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-47- 5.87% |
$15.4K - $19.2K
|
754
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-47- 5.96% |
$15.4K - $19.2K
|
741
$301K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-47- 2.0% |
$15.4K - $19.2K
|
2.3K
$932K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 0.84% |
$15.4K - $19.2K
|
5.57K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-47- 1.69% |
$15.4K - $19.2K
|
2.73K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-48- 6.48% |
$15.7K - $19.6K
|
693
$281K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-48- 4.87% |
$15.7K - $19.6K
|
938
$381K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-48- 4.57% |
$15.7K - $19.6K
|
1K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 1.05% |
$15.7K - $19.6K
|
4.52K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-49- 3.79% |
$16K - $20K
|
1.25K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 0.4% |
$16K - $20K
|
12.3K
$4.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 15.67% |
$16.3K - $20.4K
|
269
$109K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-50- 0.07% |
$16.3K - $20.4K
|
66.9K
$27.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 58.14% |
$16.3K - $20.4K
|
36
$14.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 9.67% |
$16.3K - $20.4K
|
467
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.36% |
$16.3K - $20.4K
|
13.9K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-50- 1.72% |
$16.3K - $20.4K
|
2.85K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-50- 1.41% |
$16.3K - $20.4K
|
3.51K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.88% |
$16.3K - $20.4K
|
5.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-50- 5.32% |
$16.3K - $20.4K
|
889
$361K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 3.49% |
$16.3K - $20.4K
|
1.38K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.91% |
$16.3K - $20.4K
|
796
$323K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 2.7% |
$16.3K - $20.4K
|
1.8K
$730K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-51- 4.2% |
$16.7K - $20.8K
|
1.16K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-51- 30.36% |
$16.7K - $20.8K
|
117
$47.5K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-51- 3.13% |
$16.7K - $20.8K
|
1.58K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-51- 2.78% |
$16.7K - $20.8K
|
1.78K
$723K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-52- 1.27% |
$17K - $21.2K
|
4.03K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-52- 6.24% |
$17K - $21.2K
|
782
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-52- 1.75% |
$17K - $21.2K
|
2.91K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-52- 1.27% |
$17K - $21.2K
|
4.04K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-52- 0.39% |
$17K - $21.2K
|
13.2K
$5.36M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-53- 0.47% |
$17.3K - $21.6K
|
11.3K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-54- 2.84% |
$17.6K - $22K
|
1.85K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-55- 2.55% |
$18K - $22.4K
|
2.1K
$853K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 8.68% |
$18K - $22.4K
|
579
$235K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-55- 1.53% |
$18K - $22.4K
|
3.54K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-55- 7.59% |
$18K - $22.4K
|
670
$272K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-56- 3.19% |
$18.3K - $22.8K
|
1.7K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-56- 0.95% |
$18.3K - $22.8K
|
5.85K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-57- 8.36% |
$18.6K - $23.2K
|
625
$254K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-57- 2.83% |
$18.6K - $23.2K
|
1.96K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-58- 4.58% |
$19K - $23.6K
|
1.21K
$490K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-59- 0.49% |
$19.3K - $24.1K
|
12.1K
$4.9M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-59- 2.53% |
$19.3K - $24.1K
|
2.27K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-59- 2.1% |
$19.3K - $24.1K
|
2.75K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 3.91% |
$19.6K - $24.5K
|
1.47K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-60- 0.67% |
$19.6K - $24.5K
|
8.92K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-60- 0.91% |
$19.6K - $24.5K
|
6.55K
$2.66M
|