13F

Stock

Caterpillar Inc

CAT · held by 15 managers

Reported value

$531.6M

Holders

15

+2 new · −0 exited

Holders’ est. mark

$36.3M

Price effect on 11 books still in the name

Largest holder

$420.3M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.42M$420.3M$31.5MAdded$41.2M
Aware Super Pty Ltd as trustee of Aware Super81.9K$46.9MHeld
Swiss Life Asset Management Ltd88.8K$26.3M$1.65MAdded$6.59M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main73.1K$21.6M$1.62MCut−$293.5M
Employees Provident Fund Board21.3K$6.3M$476.1KAdded$568K
Kentucky Farm Bureau Mutual Insurance Co15K$4.44M$340.1KAdded$340.1K
AEGON ASSET MANAGEMENT UK Plc11.6K$3.43M$576.6KAdded$16K
Leonteq Securities AG2.3K$681.2K$52.2KCut−$985.4K
Burton Enright Welch1.53K$453.9K$34.7KAdded$35.6K
American State Bank (Iowa)1.32K$390.9K$30KAdded$30K
Finivi Inc.1.13K$332.6KNew
Marex Group plc820$242.4KNew
Millennium Capital Advisors, LLC750$221.8K$17KAdded$17K
BROADWATER CAPITAL MANAGEMENT LLC200$59.1KHeld
CHESAPEAKE ASSET MANAGEMENT LLC28$8.28K$634Added$634

Positions as of Q4 2023. 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.