13F

Stock

Caterpillar Inc

CAT · held by 5 managers

Reported value

$21.6M

Holders

5

+0 new · −1 exited

Holders’ est. mark

−$1.98M

Price effect on 5 books still in the name

Largest holder

$9.27M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd56.5K$9.27M−$832.8KCut−$1.12M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main32.1K$5.25M−$516.6KCut−$3.74M
Leonteq Securities AG26.7K$4.38M−$392.2KCut−$2.92M
Kentucky Farm Bureau Mutual Insurance Co15K$2.46M−$220.2KCut−$220.2K
Burton Enright Welch1.5K$245.6K−$22KCut−$23.6K

Who left

Positions as of Q3 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.