13F

Stock

Caterpillar Inc

CAT · held by 31 managers

Reported value

$693.1M

Holders

31

+2 new · −1 exited

Holders’ est. mark

−$52.5M

Price effect on 18 books still in the name

Largest holder

$475.5M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.31M$475.5M−$37.2MCut−$257.3M
DANSKE BANK A/S310.3K$112.6M−$8.8MCut−$31.1M
Swiss Life Asset Management Ltd117.5K$42.6M−$2.47MAdded$8.71M
AEGON ASSET MANAGEMENT UK Plc84.2K$30.6M−$2.36MCut−$7.48M
Henshaw Capital LLC34.1K$12.4M−$965.9KCut−$965.9K
Kentucky Farm Bureau Mutual Insurance Co15K$5.44M−$425.4KCut−$425.4K
Catherine Avery Investment Management LLC8.33K$3.02MHeld
Leonteq Securities AG5.95K$2.16M−$39.9KAdded$1.61M
Evelyn Partners Investment Management LLP5.04K$1.83MHeld
Prestige Wealth Management Group LLC2.51K$911.7K−$68.8KCut−$36.8K
Severin Investments, LLC2.04K$740.6KHeld
ELEVATION POINT WEALTH PARTNERS, LLC1.93K$701.2KNew
Marex Group plc1.5K$545.6K−$42.7KCut−$400.1K
Ransom Advisory, Ltd1.4K$506.1K−$38.9KCut−$29.8K
Burton Enright Welch1.33K$484.3K−$37.9KCut−$37.9K
Finivi Inc.1.15K$416.8K−$31.5KCut−$19.2K
Maxele Advisors, LLC1.08K$393.3KNew
Aventura Private Wealth, LLC913$331.2KHeld
American State Bank (Iowa)907$329K−$25.6KCut−$24.2K
Mullaney, Keating & Wright, Inc.900$326.5K−$25.5KCut−$25.5K
Millennium Capital Advisors, LLC750$272.1K−$21.3KCut−$21.3K
Causey Wealth LLC709$257.2KHeld
Roehl & Yi Investment Advisors, LLC703$255.1KHeld
Medallion Wealth Advisors, LLC461$162.6KHeld
Clark Wealth Partners333$120.8KHeld
Evelyn Partners Investment Management (Europe) Ltd300$108.8KHeld
Evelyn Partners Investment Management Services Ltd213$77.3KHeld
BROADWATER CAPITAL MANAGEMENT LLC200$72.6K−$5.67KCut−$5.67K
CHESAPEAKE ASSET MANAGEMENT LLC32$11.6K−$907Cut−$907
Evelyn Partners Asset Management Ltd19$6.89KHeld
Cornerstone National Bank & Trust Co15$5.44K−$426Cut−$426

Who left

Positions as of Q4 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.