13F

Stock

Caterpillar Inc

CAT · held by 6 managers

Reported value

$38.7M

Holders

6

+0 new · −1 exited

Holders’ est. mark

$2.83M

Price effect on 6 books still in the name

Largest holder

$17.2M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd77.2K$17.2M$1.23MAdded$748.6K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main50.7K$11.3M$858.7KCut−$66.8K
Leonteq Securities AG28.2K$6.29M$453.7KCut−$3.41M
Kentucky Farm Bureau Mutual Insurance Co15K$3.34M$241.2KAdded$241.2K
Burton Enright Welch1.55K$344.5K$24.9KAdded$24.4K
Maxele Advisors, LLC1.19K$264K$19.1KAdded$13.9K

Who left

Positions as of Q1 2022. 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.