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 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-106- 5.24% |
$34.6K - $43.2K
|
1.92K
$778K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-106- 3.99% |
$34.6K - $43.2K
|
2.55K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-107- 3.61% |
$35K - $43.6K
|
2.85K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-108- 3.27% |
$35.3K - $44K
|
3.19K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-108- 3.71% |
$35.3K - $44K
|
2.8K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-108- 1.52% |
$35.3K - $44K
|
7.01K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-108- 0.28% |
$35.3K - $44K
|
38.3K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-110- 5.09% |
$35.9K - $44.8K
|
2.05K
$832K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-110- 4.85% |
$35.9K - $44.8K
|
2.16K
$876K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-110- 6.47% |
$35.9K - $44.8K
|
1.59K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-110- 3.37% |
$35.9K - $44.8K
|
3.15K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-111- 9.5% |
$36.3K - $45.2K
|
1.06K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-111- 0.98% |
$36.3K - $45.2K
|
11.2K
$4.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-113- 6.48% |
$36.9K - $46.1K
|
1.63K
$662K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-113- 7.07% |
$36.9K - $46.1K
|
1.49K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-113- 2.8% |
$36.9K - $46.1K
|
3.92K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-113- 9.18% |
$36.9K - $46.1K
|
1.12K
$454K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-114- 0.78% |
$37.2K - $46.5K
|
14.6K
$5.91M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-115- 2.25% |
$37.6K - $46.9K
|
4.99K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-117- 5.29% |
$38.2K - $47.7K
|
2.09K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-117- 1.78% |
$38.2K - $47.7K
|
6.44K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-119- 5.25% |
$38.9K - $48.5K
|
2.15K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-119- 0.76% |
$38.9K - $48.5K
|
15.5K
$6.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-120- 9.51% |
$39.2K - $48.9K
|
1.14K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-120- 4.72% |
$39.2K - $48.9K
|
2.42K
$983K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-121- 4.81% |
$39.5K - $49.3K
|
2.4K
$972K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-121- 12.78% |
$39.5K - $49.3K
|
826
$335K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-121- 1.42% |
$39.5K - $49.3K
|
8.4K
$3.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-123- 5.18% |
$40.2K - $50.1K
|
2.25K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-123- 9.91% |
$40.2K - $50.1K
|
1.12K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-123- 9.56% |
$40.2K - $50.1K
|
1.16K
$472K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-124- 9.72% |
$40.5K - $50.5K
|
1.15K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-125- 14.33% |
$40.8K - $51K
|
747
$303K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-125- 13.77% |
$40.8K - $51K
|
783
$318K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-125- 2.03% |
$40.8K - $51K
|
6.03K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-126- 1.87% |
$41.2K - $51.4K
|
6.62K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-127- 8.59% |
$41.5K - $51.8K
|
1.35K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-127- 22.32% |
$41.5K - $51.8K
|
442
$179K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-128- 1.16% |
$41.8K - $52.2K
|
10.9K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-129- 1.63% |
$42.2K - $52.6K
|
7.8K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-129- 0.84% |
$42.2K - $52.6K
|
15.2K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-129- 10.21% |
$42.2K - $52.6K
|
1.13K
$460K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-130- 3.03% |
$42.5K - $53K
|
4.17K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-131- 2.09% |
$42.8K - $53.4K
|
6.14K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.81% |
$43.5K - $54.2K
|
16.4K
$6.64M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-134- 1.66% |
$43.8K - $54.6K
|
7.95K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-134- 8.43% |
$43.8K - $54.6K
|
1.46K
$591K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-135- 24.32% |
$44.1K - $55K
|
420
$170K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-135- 1.11% |
$44.1K - $55K
|
12.1K
$4.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-135- 3.83% |
$44.1K - $55K
|
3.39K
$1.38M
|