13F

Stock

Caterpillar Inc

CAT · held by 8 managers

Reported value

$619M

Holders

8

+1 new · −0 exited

Holders’ est. mark

$8.75M

Price effect on 5 books still in the name

Largest holder

$534.7M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.23M$534.7MHeld
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main261.5K$62.6M$2.45MAdded$57.4M
Swiss Life Asset Management Ltd62K$14.9M$4.27MAdded$5.59M
Kentucky Farm Bureau Mutual Insurance Co15K$3.59M$1.13MAdded$1.13M
Leonteq Securities AG10.5K$2.52M$792.9KCut−$1.87M
Burton Enright Welch1.5K$359.3K$113KAdded$113.7K
Marex Group plc937$224.5KHeld
American State Bank (Iowa)400$95.8KNew

Positions as of Q4 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.