13F

Stock

Caterpillar Inc

CAT · held by 6 managers

Reported value

$29.8M

Holders

6

+0 new · −0 exited

Holders’ est. mark

−$6.75M

Price effect on 6 books still in the name

Largest holder

$10.4M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd58.1K$10.4M−$2.55MCut−$6.81M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main50.1K$8.98M−$2.18MCut−$2.32M
Leonteq Securities AG40.8K$7.3M−$1.24MAdded$1.01M
Kentucky Farm Bureau Mutual Insurance Co15K$2.68M−$660.9KCut−$660.9K
Burton Enright Welch1.51K$269.2K−$66.4KCut−$75.3K
Maxele Advisors, LLC1.12K$200.6K−$49.4KCut−$63.5K

Positions as of Q2 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.