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 13, 2025
Q1 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-2.36K- 21.11% |
$771K - $962K
|
8.82K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.36K- 44.94% |
$772K - $963K
|
2.89K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-2.37K- 0.65% |
$774K - $965K
|
363K
$146M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.41K- 22.58% |
$787K - $982K
|
8.26K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.41K- 3.8% |
$788K - $983K
|
61.1K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.42K- 25.86% |
$792K - $988K
|
6.95K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.43K- 2.97% |
$793K - $989K
|
79.3K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 3.6% |
$798K - $996K
|
65.4K
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.5K- 3.45% |
$817K - $1.02M
|
69.9K
$28.1M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.56K- 11.43% |
$838K - $1.05M
|
19.9K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.57K- 60.23% |
$839K - $1.05M
|
1.7K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.63K- 29.78% |
$859K - $1.07M
|
6.2K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.64K- 2.11% |
$861K - $1.07M
|
123K
$49.3M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.71K- 6.13% |
$885K - $1.1M
|
41.5K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.72K- 7.04% |
$887K - $1.11M
|
35.9K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.73K- 18.57% |
$893K - $1.11M
|
12K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.77K- 57.58% |
$904K - $1.13M
|
2.04K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.81K- 16.99% |
$917K - $1.14M
|
13.7K
$5.52M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.85K- 45.66% |
$931K - $1.16M
|
3.39K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-2.9K- 80.78% |
$946K - $1.18M
|
689
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3K- 60.02% |
$979K - $1.22M
|
2K
$802K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.03K- 7.1% |
$988K - $1.23M
|
39.6K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-3.08K- 36.08% |
$1.01M - $1.26M
|
5.46K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.11K- 28.65% |
$1.01M - $1.27M
|
7.74K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.13K- 10.04% |
$1.02M - $1.28M
|
28K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.17K- 2.89% |
$1.03M - $1.29M
|
106K
$42.8M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.24K- 15.26% |
$1.06M - $1.32M
|
18K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.33K- 27.84% |
$1.09M - $1.36M
|
8.63K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-3.34K- 10.11% |
$1.09M - $1.36M
|
29.7K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.36K- 17.83% |
$1.1M - $1.37M
|
15.5K
$6.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.39K- 1.4% |
$1.11M - $1.38M
|
239K
$96.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.42K- 1.31% |
$1.12M - $1.39M
|
256K
$103M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.46K- 13.25% |
$1.13M - $1.41M
|
22.7K
$9.12M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.44% |
$1.14M - $1.43M
|
140K
$56.3M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.5K- 8.22% |
$1.14M - $1.43M
|
39.1K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.51K- 7.09% |
$1.15M - $1.43M
|
46K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.54K- 7.16% |
$1.16M - $1.44M
|
45.9K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.55K- 2.16% |
$1.16M - $1.45M
|
160K
$64.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.59K- 72.4% |
$1.17M - $1.46M
|
1.37K
$551K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.63K- 39.9% |
$1.19M - $1.48M
|
5.46K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.64K- 50.7% |
$1.19M - $1.49M
|
3.54K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.71K- 2.79% |
$1.21M - $1.51M
|
129K
$52M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.75K- 2.87% |
$1.23M - $1.53M
|
127K
$51.2M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.76K- 53.97% |
$1.23M - $1.53M
|
3.2K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.8K- 14.37% |
$1.24M - $1.55M
|
22.6K
$9.09M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-3.8K- 4.5% |
$1.24M - $1.55M
|
80.6K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.95K- 15.33% |
$1.29M - $1.61M
|
21.8K
$8.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.07K- 53.34% |
$1.33M - $1.66M
|
3.56K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.22K- 19.86% |
$1.38M - $1.72M
|
17K
$6.85M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.29K- 71.63% |
$1.4M - $1.75M
|
1.7K
$684K
|