13F

Stock

Caterpillar Inc

CAT · held by 5 managers

Reported value

$44.3M

Holders

5

+0 new · −0 exited

Holders’ est. mark

−$4.51M

Price effect on 5 books still in the name

Largest holder

$16.2M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd84.4K$16.2M−$2.77MCut−$7.64M
Leonteq Securities AG74.1K$14.2M−$501.3KAdded$9.97M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main52.8K$10.2M−$739.2KAdded$3.57M
Kentucky Farm Bureau Mutual Insurance Co15K$2.88M−$384.9KCut−$384.9K
Norris Financial Group, LLC4.45K$854.3K−$113.8KCut−$110.9K

Positions as of Q3 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.