CATERPILLAR INC COM is a security (CUSIP 46637K281) tracked across SEC portfolio filings. 3 institutional managers reported $4.4M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| TRITONPOINT WEALTH, LLC | CHEVY CHASE, MD | $4.1M | 121,131 |
| CONGRESS ASSET MANAGEMENT CO /MA | BOSTON, MA | $319K | 9,225 |
| NEVILLE RODIE & SHAW INC | NEW YORK, NY | $10K | 285,500 |