13F

Stock

Caterpillar Inc

CAT · held by 17 managers

Reported value

$1.05B

Holders

17

+0 new · −0 exited

Holders’ est. mark

$115.1M

Price effect on 14 books still in the name

Largest holder

$846.1M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.31M$846.1M$100.6MAdded$425.8M
DANSKE BANK A/S314.6K$115.3MHeld
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main89.4K$32.8M$5.23MAdded$11.2M
Swiss Life Asset Management Ltd78.7K$28.9M$5.55MAdded$2.59M
Employees Provident Fund Board24.7K$9.05M$1.51MAdded$2.75M
Kentucky Farm Bureau Mutual Insurance Co15K$5.5M$1.06MAdded$1.06M
AEGON ASSET MANAGEMENT UK Plc11.2K$4.12M$793KAdded$691K
Marex Group plc2.06K$755.9K$58KAdded$513.5K
ELEVATION POINT WEALTH PARTNERS, LLC1.86K$683KHeld
Burton Enright Welch1.53K$562.5K$108.6KAdded$108.6K
Ransom Advisory, Ltd1.43K$522.2KHeld
Finivi Inc.1.11K$405.3K$78.3KAdded$72.7K
American State Bank (Iowa)901$330.2K$63.8KCut−$60.7K
Millennium Capital Advisors, LLC750$274.8K$53.1KAdded$53.1K
Leonteq Securities AG409$149.9K$28.9KCut−$531.4K
BROADWATER CAPITAL MANAGEMENT LLC200$73.3K$14.2KAdded$14.2K
CHESAPEAKE ASSET MANAGEMENT LLC28$10.3K$1.98KAdded$1.98K

Positions as of Q1 2024. 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.