13F

Stock

Caterpillar Inc

CAT · held by 5 managers

Reported value

$38.9M

Holders

5

+0 new · −0 exited

Holders’ est. mark

−$1.3M

Price effect on 5 books still in the name

Largest holder

$23.8M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd106K$23.8M−$602.8KAdded$3.98M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main30.5K$6.63M−$416.6KCut−$13.7K
Leonteq Securities AG19.5K$4.25M−$8.34KAdded$4.12M
Kentucky Farm Bureau Mutual Insurance Co15K$3.26M−$213.6KCut−$213.6K
Norris Financial Group, LLC4.43K$965.2K−$62.5KCut−$52.5K

Positions as of Q2 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.