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
|
Ossiam
Paris, I0 |
SELL
|
- |
-4.41K- 94.01% |
$1.44M - $1.8M
|
281
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.5K- 16.63% |
$1.47M - $1.83M
|
22.6K
$9.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.65K- 10.04% |
$1.52M - $1.9M
|
41.7K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.71K- 6.11% |
$1.54M - $1.92M
|
72.5K
$29.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.82K- 23.47% |
$1.58M - $1.97M
|
15.7K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.02K- 3.29% |
$1.64M - $2.05M
|
147K
$59.3M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.06K- 80.99% |
$1.65M - $2.06M
|
1.19K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.12K- 75.48% |
$1.67M - $2.09M
|
1.66K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.12K- 9.33% |
$1.67M - $2.09M
|
49.8K
$20M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 56.3% |
$1.67M - $2.09M
|
3.98K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.35K- 82.61% |
$1.75M - $2.18M
|
1.13K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-5.5K- 84.6% |
$1.8M - $2.24M
|
1K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5.53K- 32.73% |
$1.81M - $2.25M
|
11.4K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-5.67K- 56.87% |
$1.85M - $2.31M
|
4.3K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.69K- 15.09% |
$1.86M - $2.32M
|
32K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.72K- 7.63% |
$1.87M - $2.33M
|
69.3K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.83K- 87.47% |
$1.9M - $2.38M
|
835
$336K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92KClosed |
$1.93M - $2.41M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.96K- 89.87% |
$1.95M - $2.43M
|
671
$270K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6.12K- 80.23% |
$2M - $2.49M
|
1.51K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.12K- 36.65% |
$2M - $2.5M
|
10.6K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.19K- 63.16% |
$2.02M - $2.52M
|
3.61K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.33K- 6.84% |
$2.07M - $2.58M
|
86.2K
$34.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.37K- 25.31% |
$2.08M - $2.6M
|
18.8K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.38K- 46.5% |
$2.08M - $2.6M
|
7.34K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.41K- 98.46% |
$2.09M - $2.61M
|
100
$40.2K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6.43K- 20.62% |
$2.1M - $2.62M
|
24.8K
$9.96M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.61K- 86.16% |
$2.16M - $2.69M
|
1.06K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.74K- 20.04% |
$2.2M - $2.75M
|
26.9K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 63.46% |
$2.21M - $2.76M
|
3.89K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.77K- 7.63% |
$2.21M - $2.76M
|
82K
$33M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.81K- 1.7% |
$2.22M - $2.78M
|
393K
$158M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 6.03% |
$2.28M - $2.85M
|
109K
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.02K- 6.38% |
$2.29M - $2.86M
|
103K
$41.4M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.12K- 46.12% |
$2.33M - $2.9M
|
8.32K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.17K- 6.73% |
$2.34M - $2.92M
|
99.3K
$40M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-7.28K- 26.23% |
$2.38M - $2.97M
|
20.5K
$8.23M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.29K- 8.97% |
$2.38M - $2.97M
|
74K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.45K- 2.48% |
$2.43M - $3.04M
|
293K
$118M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.49K- 16.37% |
$2.45M - $3.05M
|
38.3K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.51K- 3.58% |
$2.45M - $3.06M
|
202K
$81.3M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-7.51K- 63.47% |
$2.45M - $3.06M
|
4.32K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.66K- 33.02% |
$2.5M - $3.12M
|
15.5K
$6.25M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.67K- 32.83% |
$2.51M - $3.13M
|
15.7K
$6.31M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 1.18% |
$2.53M - $3.15M
|
646K
$260M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.82K- 1.03% |
$2.56M - $3.19M
|
749K
$301M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.07K- 56.87% |
$2.64M - $3.29M
|
6.12K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.18K- 24.16% |
$2.67M - $3.33M
|
25.7K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-8.19K- 64.18% |
$2.68M - $3.34M
|
4.57K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.6% |
$2.68M - $3.34M
|
1.36M
$548M
|