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 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-85- 1.96% |
$27.8K - $34.6K
|
4.25K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-85- 3.39% |
$27.8K - $34.6K
|
2.43K
$984K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-85- 0.87% |
$27.8K - $34.6K
|
9.71K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-85- 5.19% |
$27.8K - $34.6K
|
1.55K
$630K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-85- 2.22% |
$27.8K - $34.6K
|
3.75K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-86- 0.71% |
$28.1K - $35.1K
|
12K
$4.85M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-86- 1.67% |
$28.1K - $35.1K
|
5.07K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 0.77% |
$28.1K - $35.1K
|
11.1K
$4.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-87- 1.77% |
$28.4K - $35.5K
|
4.83K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-88- 2.96% |
$28.8K - $35.9K
|
2.89K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-88- 0.22% |
$28.8K - $35.9K
|
39.4K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-88- 3.42% |
$28.8K - $35.9K
|
2.48K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 6.29% |
$28.8K - $35.9K
|
1.31K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-89- 2.74% |
$29.1K - $36.3K
|
3.15K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-89- 2.43% |
$29.1K - $36.3K
|
3.58K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-90- 1.49% |
$29.4K - $36.7K
|
5.96K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 6.24% |
$29.4K - $36.7K
|
1.35K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-91- 5.48% |
$29.7K - $37.1K
|
1.57K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-93- 14.09% |
$30.4K - $37.9K
|
567
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-94- 1.03% |
$30.7K - $38.3K
|
9.06K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-94- 6.7% |
$30.7K - $38.3K
|
1.31K
$531K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95- 6.21% |
$31K - $38.7K
|
1.44K
$583K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-95- 6.99% |
$31K - $38.7K
|
1.27K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-95- 12.96% |
$31K - $38.7K
|
638
$259K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 1.5% |
$31K - $38.7K
|
6.23K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.14% |
$31.4K - $39.1K
|
2.96K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-97- 5.48% |
$31.7K - $39.5K
|
1.67K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-98- 1.69% |
$32K - $39.9K
|
5.71K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-98- 7.34% |
$32K - $39.9K
|
1.24K
$502K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 3.99% |
$32.7K - $40.8K
|
2.41K
$976K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-100- 7.1% |
$32.7K - $40.8K
|
1.31K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-100- 0.81% |
$32.7K - $40.8K
|
12.2K
$4.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-100- 1.73% |
$32.7K - $40.8K
|
5.7K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.63% |
$32.7K - $40.8K
|
6.03K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 7.41% |
$32.7K - $40.8K
|
1.25K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 1.25% |
$32.7K - $40.8K
|
7.89K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.87% |
$32.7K - $40.8K
|
3.38K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 2.34% |
$32.7K - $40.8K
|
4.17K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-100- 5.53% |
$32.7K - $40.8K
|
1.71K
$693K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-100- 10.94% |
$32.7K - $40.8K
|
814
$330K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-101- 9.08% |
$33K - $41.2K
|
1.01K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-101- 7.04% |
$33K - $41.2K
|
1.33K
$541K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-102- 3.88% |
$33.3K - $41.6K
|
2.53K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-102- 1.73% |
$33.3K - $41.6K
|
5.78K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-103- 1.98% |
$33.7K - $42K
|
5.09K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-104- 27.73% |
$34K - $42.4K
|
271
$110K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-104- 2.9% |
$34K - $42.4K
|
3.49K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-105- 0.83% |
$34.3K - $42.8K
|
12.6K
$5.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-105- 0.27% |
$34.3K - $42.8K
|
38.4K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-105- 11.27% |
$34.3K - $42.8K
|
827
$336K
|