13F

Stock

Caterpillar Inc

CAT · held by 21 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$691.4M

Holders

21

+1 new · −0 exited

Holders’ est. mark

−$65.2M

Price effect on 17 books still in the name

Largest holder

$489M

BARCLAYS PLC

Holder count by quarter

Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.47M$489M−$48.9MCut−$357.2M
DANSKE BANK A/S290.3K$96.7M−$9.68MCut−$18.6M
AEGON ASSET MANAGEMENT UK Plc96.4K$32.1M−$371.4KAdded$28M
Swiss Life Asset Management Ltd86.5K$28.8M−$2.62MCut−$46.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main57.1K$19M−$1.93MCut−$13.8M
Employees Provident Fund Board26K$8.66M−$823.3KCut−$390.2K
ONTARIO TEACHERS PENSION PLAN BOARD16.5K$5.5M—New
Kentucky Farm Bureau Mutual Insurance Co15K$5M−$499.9KCut−$499.9K
FLAGSHIP HARBOR ADVISORS, LLC4.3K$1.43M—Held
Marex Group plc2.63K$877.4K−$68.8KAdded$121.4K
Prestige Wealth Management Group LLC2.46K$820.5K—Held
Leonteq Securities AG1.89K$629.9K−$13.6KAdded$480K
ELEVATION POINT WEALTH PARTNERS, LLC1.69K$561.7K−$56KCut−$121.3K
Burton Enright Welch1.53K$511.3K−$51.2KCut−$51.2K
Ransom Advisory, Ltd1.37K$456.3K−$45.7KCut−$65.8K
Finivi Inc.1.12K$374.1K−$36.8KCut−$31.2K
American State Bank (Iowa)901$300.1K−$30KCut−$30K
Mullaney, Keating & Wright, Inc.900$299.8K—Held
Millennium Capital Advisors, LLC750$249.8K−$25KCut−$25K
BROADWATER CAPITAL MANAGEMENT LLC200$66.6K−$6.67KCut−$6.67K
CHESAPEAKE ASSET MANAGEMENT LLC28$9.33K−$934Cut−$934

Positions as of Q2 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.