13F

Stock

Caterpillar Inc

CAT · held by 5 managers

Reported value

$31.1M

Holders

5

+1 new · −0 exited

Holders’ est. mark

$6.47M

Price effect on 3 books still in the name

Largest holder

$19.9M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd85.6K$19.9M$4.24MAdded$4.39M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main28.6K$6.64M$1.48MAdded$589.4K
Kentucky Farm Bureau Mutual Insurance Co15K$3.48M$747.7KAdded$747.8K
Norris Financial Group, LLC4.39K$1.02MHeld
Leonteq Securities AG585$135.6KNew

Positions as of Q1 2021. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.