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CATERPILLAR INC
CATERPILLAR INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 1,288 Institutional holders with a total value of $47,475,512,518.
#
Manager Name
Shares
Value ($)
%
Options
Notes
951 PREMIER ASSET MANAGEMENT LLC 3,425 368,000 0.00%
952 Ironwood Investment Counsel, LLC 3,425 368,000 0.00%
953 Crestwood Advisors Group, LLC 3,225 368,000 0.00%
954 SEVENBRIDGE FINANCIAL GROUP, LLC 3,416 367,000 0.00%
955 BRIDGES INVESTMENT MANAGEMENT INC 3,400 365,000 0.00%
956 ACADIAN ASSET MANAGEMENT LLC 3,397 365,000 0.00%
957 STRATEGY ASSET MANAGERS LLC 3,400 365,000 0.00%
958 ROCKLAND TRUST CO 3,341 359,000 0.00%
959 Farmers National Bank 3,329 358,000 0.00%
960 Triangle Securities Wealth Management 3,334 358,000 0.00%
961 BOSTON RESEARCH & MANAGEMENT INC 3,332 358,000 0.00%
962 Amica Retiree Medical Trust 3,332 358,000 0.00%
963 Thomasville National Bank 3,325 357,000 0.00%
964 ARS Wealth Advisors, LLC 3,326 357,000 0.00%
965 COMERICA SECURITIES INC 3,312 356,000 0.00%
966 BOSTON FINANCIAL MANGEMENT LLC 3,300 355,000 0.00%
967 BOURNE STENSTROM LENT ASSET MANAGEMENT INC 3,300 355,000 0.00%
968 Wellington Shields Capital Management, LLC 3,300 355,000 0.00%
969 CUTLER GROUP LLC / CA 3,300 354,000 0.00%
970 DAVIDSON INVESTMENT ADVISORS 3,275 351,000 0.00%
971 SYMPHONY ASSET MANAGEMENT LLC 3,267 351,000 0.00%
972 SOMERVILLE KURT F 3,250 349,000 0.00%
973 WIMMER ASSOCIATES 1, LLC 3,239 348,000 0.00%
974 FIRST MERCHANTS CORP 3,235 348,000 0.00%
975 SARGENT BICKHAM LAGUDIS LLC 3,231 347,000 0.00%
976 COURIER CAPITAL LLC 3,226 347,000 0.00%
977 INTERNATIONAL ASSETS HOLDING CORP 3,217 346,000 0.00%
978 Bienville Capital Management, LLC 3,200 344,000 0.00%
979 CONCENTRIC WEALTH MANAGEMENT, LLC 3,200 344,000 0.00%
980 HALSEY ASSOCIATES INC/CT 3,200 344,000 0.00%
981 HBK Sorce Advisory LLC 3,204 344,000 0.00%
982 FAS Wealth Partners, Inc. 3,201 344,000 0.00%
983 PITCAIRN CO 3,190 343,000 0.00%
984 Verition Fund Management LLC 3,172 341,000 0.00%
985 TCV Trust & Wealth Management, Inc. 3,150 338,000 0.00%
986 WINSLOW ASSET MANAGEMENT INC 3,150 338,000 0.00%
987 LIDO ADVISORS, LLC 3,140 337,000 0.00%
988 TOMPKINS FINANCIAL CORP 3,100 334,000 0.00%
989 Alberta Investment Management Corp 3,100 333,000 0.00%
990 Summit Financial Wealth Advisors, LLC 3,089 332,000 0.00%
991 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,075 330,000 0.00%
992 LAUREL WEALTH ADVISORS, INC. 3,032 325,000 0.00%
993 Broderick Brian C 3,024 325,000 0.00%
994 LCNB CORP 3,018 325,000 0.00%
995 Steinberg Global Asset Management 3,027 325,000 0.00%
996 IFC Holdings Incorporated/FL 3,029 324,000 0.00%
997 CONGRESS ASSET MANAGEMENT CO 3,016 324,000 0.00%
998 MV CAPITAL MANAGEMENT, INC. 3,004 323,000 0.00%
999 WEYBOSSET RESEARCH & MANAGEMENT LLC 3,000 322,000 0.00%
1000 Verition Fund Management LLC 3,000 322,000 0.00% Put
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.