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
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8.27K- 77.98% |
$2.7M - $3.37M
|
2.34K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8.41K- 23.64% |
$2.75M - $3.43M
|
27.2K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.49K- 37.69% |
$2.78M - $3.46M
|
14K
$5.65M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.79K- 51.61% |
$2.87M - $3.58M
|
8.25K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-9.01K- 1.42% |
$2.94M - $3.67M
|
627K
$252M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-9.06K- 6.01% |
$2.96M - $3.69M
|
142K
$57M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-9.07K- 16.83% |
$2.96M - $3.7M
|
44.8K
$18M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.1K- 9.07% |
$2.97M - $3.71M
|
91.2K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.17K- 41.73% |
$3M - $3.74M
|
12.8K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-9.21K- 20.21% |
$3.01M - $3.75M
|
36.3K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.41K- 19.15% |
$3.07M - $3.83M
|
39.7K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-9.71K- 3.9% |
$3.17M - $3.96M
|
239K
$96.2M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-10.1K- 5.57% |
$3.28M - $4.1M
|
170K
$68.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 14.18% |
$3.36M - $4.19M
|
62.2K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10.6K- 4.92% |
$3.46M - $4.31M
|
204K
$82.2M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 98.76% |
$3.47M - $4.33M
|
133
$53.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.9K- 9.57% |
$3.55M - $4.43M
|
103K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.9K- 1.99% |
$3.57M - $4.46M
|
537K
$216M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-11.1K- 28.64% |
$3.61M - $4.51M
|
27.5K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.3K- 54.47% |
$3.69M - $4.61M
|
9.45K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-11.4K- 6.67% |
$3.72M - $4.64M
|
159K
$64M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.5K- 32.78% |
$3.77M - $4.7M
|
23.6K
$9.51M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-11.8K- 31.49% |
$3.84M - $4.79M
|
25.6K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.7K- 28.97% |
$4.14M - $5.17M
|
31.1K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.1K- 94.23% |
$4.29M - $5.35M
|
803
$323K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-13.4K- 34.48% |
$4.37M - $5.45M
|
25.4K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.6K- 9.39% |
$4.43M - $5.53M
|
131K
$52.6M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-14K- 16.25% |
$4.56M - $5.69M
|
71.9K
$28.9M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-14K- 2.3% |
$4.57M - $5.7M
|
593K
$239M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-14K- 77.95% |
$4.58M - $5.72M
|
3.97K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.2K- 24.13% |
$4.65M - $5.8M
|
44.8K
$18M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-14.3K- 36.31% |
$4.68M - $5.84M
|
25.1K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.4K- 23.81% |
$4.7M - $5.86M
|
46K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.5K- 5.84% |
$4.75M - $5.92M
|
234K
$94.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.8K- 48.91% |
$4.85M - $6.05M
|
15.5K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-15.3K- 8.55% |
$4.99M - $6.22M
|
163K
$65.7M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-15.3K- 91.87% |
$5.01M - $6.25M
|
1.36K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.4K- 48.52% |
$5.04M - $6.29M
|
16.4K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-15.8K- 10.06% |
$5.16M - $6.44M
|
141K
$56.8M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-16.2K- 13.13% |
$5.29M - $6.59M
|
107K
$43.1M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-16.3K- 16.82% |
$5.32M - $6.64M
|
80.5K
$32.4M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-16.5K- 91.83% |
$5.38M - $6.71M
|
1.47K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-16.7K- 73.99% |
$5.47M - $6.83M
|
5.89K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-17.4K- 98.67% |
$5.68M - $7.09M
|
235
$94.5K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-17.6K- 56.71% |
$5.76M - $7.18M
|
13.5K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18.2K- 3.31% |
$5.94M - $7.41M
|
531K
$213M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-18.5K- 3.84% |
$6.06M - $7.56M
|
464K
$187M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 98.8% |
$6.06M - $7.56M
|
226
$90.9K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-19.1K- 77.67% |
$6.25M - $7.8M
|
5.5K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-19.5K- 88.72% |
$6.39M - $7.97M
|
2.49K
$999K
|