Institutional Ownership
Caterpillar Inc
CUSIP 46637K281COMCATQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
3
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Tritonpoint Wealth, LLC | 121.1K | $4.07M |
| 2 | Congress Asset Management Co | 9.2K | $309.4K |
| 3 | Neville Rodie & Shaw Inc | 288.7K | $9.7K |