JMSIX

CATERPILLAR INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

CATERPILLAR INC (JMSIX) is held by 4 institutional investors with combined holdings of $43M. Major holders include State of Wisconsin - Boar, NEVILLE RODIE & SHAW INC, TRITONPOINT WEALTH, LLC.

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Institutional Holders

Total Value

$43.1M

Ownership %

—

🏦 Top Institutional Holders

State of Wisconsin - Board of Commissioners of Public Lands

3.3M shares

$28.3M

NEVILLE RODIE & SHAW INC

289.1K shares

$10.2M

TRITONPOINT WEALTH, LLC

121.6K shares

$4.3M

CONGRESS ASSET MANAGEMENT CO

9.2K shares

$325.5K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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