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 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 16.84% |
$327K - $408K
|
4.94K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 20.25% |
$327K - $408K
|
3.94K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1K- 54.76% |
$327K - $408K
|
827
$333K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 2.04% |
$335K - $417K
|
49.2K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 99.43% |
$340K - $424K
|
6
$2.41K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.05K- 4.34% |
$342K - $427K
|
23.1K
$9.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.05K- 47.88% |
$343K - $428K
|
1.14K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.05K- 80.77% |
$343K - $428K
|
250
$101K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.05K- 26.86% |
$343K - $428K
|
2.86K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.08K- 0.88% |
$353K - $440K
|
122K
$49M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.1K- 11.79% |
$359K - $448K
|
8.21K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 40.74% |
$359K - $448K
|
1.6K
$643K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.11K- 0.96% |
$363K - $453K
|
114K
$46M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 31.93% |
$366K - $456K
|
2.39K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 7.57% |
$366K - $456K
|
13.7K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 23.99% |
$370K - $462K
|
3.59K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 2.42% |
$379K - $472K
|
46.7K
$18.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.17K- 12.07% |
$381K - $476K
|
8.5K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18K- 47.19% |
$384K - $479K
|
1.32K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.18K- 1.25% |
$386K - $481K
|
93.1K
$37.4M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.19K- 2.13% |
$388K - $484K
|
54.6K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.19K- 1.47% |
$389K - $485K
|
79.9K
$32.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.21K- 0.24% |
$395K - $493K
|
509K
$205M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.22K- 35.43% |
$397K - $495K
|
2.21K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.22K- 40.97% |
$399K - $497K
|
1.76K
$707K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.22K- 96.68% |
$400K - $499K
|
42
$16.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.24K- 11.99% |
$405K - $505K
|
9.09K
$3.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.24K- 2.23% |
$406K - $506K
|
54.4K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 5.71% |
$410K - $512K
|
20.7K
$8.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.27K- 39.77% |
$415K - $517K
|
1.92K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.28K- 54.58% |
$419K - $523K
|
1.07K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.3K- 58.82% |
$425K - $530K
|
910
$366K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.3K- 5.54% |
$425K - $530K
|
22.2K
$8.92M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.3K- 44.11% |
$425K - $531K
|
1.65K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.31K- 25.33% |
$427K - $533K
|
3.86K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.31K- 1.92% |
$429K - $535K
|
67K
$26.9M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 55.73% |
$429K - $536K
|
1.04K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.32K- 4.62% |
$431K - $537K
|
27.2K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.32K- 38.82% |
$433K - $540K
|
2.09K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.33K- 7.5% |
$435K - $542K
|
16.4K
$6.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.35K- 2.37% |
$440K - $549K
|
55.4K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.36K- 47.05% |
$443K - $553K
|
1.53K
$614K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 2.74% |
$447K - $557K
|
48.5K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 1.64% |
$447K - $558K
|
82K
$33M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 48.03% |
$457K - $570K
|
1.51K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.4K- 1.01% |
$457K - $571K
|
138K
$55.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.4K- 11.62% |
$459K - $572K
|
10.7K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.41K- 35.49% |
$462K - $576K
|
2.57K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.43K- 53.97% |
$466K - $581K
|
1.22K
$489K
|