4 institutions reported holding $10.4M of CATERPILLAR INC (JHEQX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEVILLE RODIE & SHAW INC ($9.9M), CONGRESS ASSET MANAGEMENT CO ($319,462), McLaughlin Asset Management, Inc. ($202,190), TRITONPOINT WEALTH, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | $9.9M | 285,500 | Trimmed |
| 2 | CONGRESS ASSET MANAGEMENT CO | $319,462 | 9,225 | Added |
| 3 | McLaughlin Asset Management, Inc. | $202,190 | 5,839 | New |
| 4 | TRITONPOINT WEALTH, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30