13F

Stock

Caterpillar Inc

CAT · held by 8 managers

Reported value

$42.4M

Holders

8

+0 new · −0 exited

Holders’ est. mark

$2.84M

Price effect on 5 books still in the name

Largest holder

$16.5M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd79.6K$16.5M$1.18MAdded$254.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main55.1K$11.4M$683.5KAdded$1.17M
Leonteq Securities AG46.9K$9.7M$692.9KCut−$4.52M
Kentucky Farm Bureau Mutual Insurance Co15K$3.1M$221.6KAdded$221.6K
Norris Financial Group, LLC4.44K$918.1K$65.6KAdded$63.9K
Burton Enright Welch1.55K$320KHeld
Mission Financial Group, LLC507$290.6KHeld
Maxele Advisors, LLC1.21K$250.2KHeld

Positions as of Q4 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.