Institutional Ownership
Caterpillar Inc
CUSIP 46637K281COMCATQ1 2026
Institutional Holders
3
13F filers
Shares Held
419.0K
Aggregate institutional
Institutional Value
$4.39M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased2
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tritonpoint Wealth, LLC | 121.1K | $4.07M | −437 | Reduced |
| 2 | Congress Asset Management Co | 9.2K | $309.4K | +9 | Added |
| 3 | Neville Rodie & Shaw Inc | 288.7K | $9.7K | −463 | Reduced |