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 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-518- 0.56% |
$169K - $211K
|
92.3K
$37.1M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-520- 2.79% |
$170K - $212K
|
18.2K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-524- 0.46% |
$171K - $214K
|
113K
$45.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-526- 2.38% |
$172K - $214K
|
21.6K
$8.69M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-527- 3.64% |
$172K - $215K
|
14K
$5.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-531- 8.8% |
$174K - $216K
|
5.5K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-539- 16.38% |
$176K - $220K
|
2.75K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-542- 3.82% |
$177K - $221K
|
13.7K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-542- 5.02% |
$177K - $221K
|
10.2K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-547- 4.44% |
$179K - $223K
|
11.8K
$4.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-556- 10.28% |
$182K - $227K
|
4.85K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-558- 4.68% |
$182K - $227K
|
11.4K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-562- 26.75% |
$184K - $229K
|
1.54K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-564Closed |
$184K - $230K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-573- 12.71% |
$187K - $234K
|
3.94K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-575- 35.71% |
$188K - $234K
|
1.04K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-578- 3.12% |
$189K - $236K
|
18K
$7.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-587- 2.66% |
$192K - $239K
|
21.5K
$8.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-588- 3.9% |
$192K - $240K
|
14.5K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-590- 2.27% |
$193K - $241K
|
25.4K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-591- 39.91% |
$193K - $241K
|
890
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-593- 23.98% |
$194K - $242K
|
1.88K
$756K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-598- 12.08% |
$195K - $244K
|
4.35K
$1.75M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-598Closed |
$195K - $244K
|
0
$0
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-602- 20.34% |
$197K - $245K
|
2.36K
$948K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-604- 42.87% |
$197K - $246K
|
805
$324K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-611- 2.67% |
$200K - $249K
|
22.3K
$8.95M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-613- 4.96% |
$200K - $250K
|
11.7K
$4.72M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-614- 7.36% |
$201K - $250K
|
7.73K
$3.11M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-614- 2.91% |
$201K - $250K
|
20.5K
$8.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-617- 3.71% |
$202K - $252K
|
16K
$6.44M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-627- 0.54% |
$205K - $256K
|
115K
$46.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-628- 15.85% |
$205K - $256K
|
3.33K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-631- 2.43% |
$206K - $257K
|
25.3K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-649- 9.45% |
$212K - $265K
|
6.22K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-655- 15.71% |
$214K - $267K
|
3.52K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-657- 12.86% |
$215K - $268K
|
4.45K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-660- 44.78% |
$216K - $269K
|
814
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-661- 2.18% |
$216K - $269K
|
29.7K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.62% |
$220K - $274K
|
17.9K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 6.72% |
$223K - $278K
|
9.48K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-685- 2.3% |
$224K - $279K
|
29.2K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-685- 34.32% |
$224K - $279K
|
1.31K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-691- 8.17% |
$226K - $282K
|
7.76K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-697- 15.01% |
$228K - $284K
|
3.95K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-701- 6.03% |
$229K - $286K
|
10.9K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-724- 0.54% |
$237K - $295K
|
134K
$54.1M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-730- 1.39% |
$239K - $298K
|
51.8K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-730- 11.64% |
$239K - $298K
|
5.54K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-731- 0.56% |
$239K - $298K
|
129K
$51.9M
|