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Caterpillar Investment Management

411 Hamilton Blvd., Ste. 1200
Peoria, Illinois 61602-1104
United States
 
Contact :      Mr. Jerry Datzman
Phone :       309-675-8002
Fax :             309-675-8002
Email :         datzman_jerry_w@cat.com
Web :           http://www.cat.com/services

Caterpillar Investment Management Information

Type of organization :
Total Assets Managed ($Mil) : $3,500
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1989
Wrap Programs Offered? : No
# of Accounts Managed : 0
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Caterpillar Investment Management History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Caterpillar Investment Management Personnel

Mr.  Jerry Datzman

Manager
Tel : 309-675-8002
Email: datzman_jerry_w@cat.com

Mr.  Michael DiLeonardi

Client Contact
Tel : 309-675-8664
Email: dileonardi_michael_r@cat.com

Caterpillar Investment Management Product Name

Report Created: September,27 2020.  Copyright Money Manager Review , All rights Reserved.
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