Ticker Symbol | Entity Name | Form Type | Access Number | Period | As Of Date | Filing Date | Institution Name | CIK | Name of Issuer | Title of Class | CUSIP | Value | SHRS or PRN Amount | SHRS or PRN Type | PUT_CALL | Investment Discretion | Other Manager | Voting Authority Sole | Voting Authority Shared | Voting Authority None | Date Added | Date Updated | Company Name | Sector | Industry |
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nyse:cat | nyse:cat Shareholders | 13F-HR | 0001928999-22-000002 | Dec 31st, 2021 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Fortitude Advisory Group L.L.C. | 1928999 | CATERPILLAR INC | COM | 149123101 | 312 | 1510 | SH | SOLE | 0 | 0 | 1510 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | ||
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001834913-22-000004 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Toroso Investments, LLC | 1600064 | CATERPILLAR INC | COM | 149123101 | 1316 | 5907 | SH | SOLE | 5907 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | ||
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001770632-22-000008 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Quilter Plc | 1770632 | CATERPILLAR INC | COM | 149123101 | 10336 | 46389 | SH | DFND | 2 | 46389 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001770632-22-000008 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Quilter Plc | 1770632 | CATERPILLAR INC | COM | 149123101 | 101 | 452 | SH | DFND | 1 | 452 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001606587-22-001230 | Dec 31st, 2020 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | True North Advisors, LLC | 1634556 | Caterpillar Inc | COM | 149123101 | 844 | 4642 | SH | SOLE | NONE | 0 | 0 | 4642 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001606587-22-001228 | Sep 30th, 2020 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | True North Advisors, LLC | 1634556 | Caterpillar Inc | COM | 149123101 | 701 | 4705 | SH | SOLE | NONE | 0 | 0 | 4705 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001606587-22-001227 | Jun 30th, 2020 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | True North Advisors, LLC | 1634556 | Caterpillar Inc | COM | 149123101 | 3960 | 31305 | SH | SOLE | NONE | 0 | 0 | 31305 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001606587-22-001226 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Cornerstone Advisory, LLC | 1668189 | CATERPILLAR INC | COM | 149123101 | 279 | 1252 | SH | SOLE | NONE | 1252 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001600145-22-000005 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Van Hulzen Asset Management, LLC | 1600145 | CATERPILLAR INC | COM | 149123101 | 253 | 1135 | SH | SOLE | 0 | 0 | 0 | 1135 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering | |
nyse:cat | nyse:cat Shareholders | 13F-HR | 0001563525-22-000002 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Chicago Partners Investment Group LLC | 1563525 | CATERPILLAR INC | COM | 149123101 | 277 | 1334 | SH | SOLE | 0 | 0 | 1334 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | Caterpillar | Industrials | Industrial Engineering |