13F

Stock

Caterpillar Inc

CAT · held by 40 managers

Reported value

$2.57B

Holders

40

+0 new · −2 exited

Holders’ est. mark

−$59.4M

Price effect on 29 books still in the name

Largest holder

$1.87B

NORGES BANK

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
NORGES BANK5.66M$1.87BHeld
BARCLAYS PLC1.36M$449.9M−$43.2MCut−$25.6M
DANSKE BANK A/S236.4K$78M−$7.79MCut−$34.6M
Swiss Life Asset Management Ltd128.5K$42.4M−$3.85MCut−$248.3K
Sanctuary Advisors, LLC122.8K$40.5MHeld
AEGON ASSET MANAGEMENT UK Plc63.1K$20.8M−$2.08MCut−$9.76M
OP Asset Management Ltd50.4K$16.6MHeld
Savant Capital, LLC44.9K$14.8MHeld
Henshaw Capital LLC44.3K$14.6M−$1.12MAdded$2.27M
Kentucky Farm Bureau Mutual Insurance Co15K$4.95M−$494.4KCut−$494.4K
INDEPENDENT FINANCIAL GROUP, LLC14.8K$4.89MHeld
Leonteq Securities AG7.73K$2.53M−$210.4KAdded$371K
Pine Valley Investments Ltd Liability Co7.64K$2.52MHeld
GREENBERG FINANCIAL GROUP2.35K$1.66MHeld
Evelyn Partners Investment Management LLP4.95K$1.63M−$163.3KCut−$195.9K
Prestige Wealth Management Group LLC2.52K$831.8K−$82.8KCut−$79.9K
Nicholas Wealth, LLC.2.46K$811.3KHeld
Counterpoint Mutual Funds LLC2.29K$755.9KHeld
Severin Investments, LLC2.06K$681K−$67.2KCut−$59.6K
ELEVATION POINT WEALTH PARTNERS, LLC1.74K$573.5K−$57.3KCut−$127.7K
Burton Enright Welch1.44K$473.3K−$44KCut−$11K
Finivi Inc.1.28K$423.1K−$37.8KAdded$6.39K
Henderson Brothers Financial Partners, LLC687$393.6KHeld
Maxele Advisors, LLC1.13K$374.1K−$35.7KCut−$19.2K
Mission Financial Group, LLC509$360.9K$68.9KAdded$70.3K
Marex Group plc954$314.6K−$31.4KCut−$231K
American State Bank (Iowa)947$312.3K−$29.9KCut−$16.7K
Aventura Private Wealth, LLC921$303.8K−$30.1KCut−$27.4K
Mullaney, Keating & Wright, Inc.900$296.8K−$29.7KCut−$29.7K
Medallion Wealth Advisors, LLC866$286.2K−$10.3KAdded$123.6K
Causey Wealth LLC709$233.8K−$23.4KCut−$23.4K
Catherine Avery Investment Management LLC360$118.7K−$11.9KCut−$2.9M
Clark Wealth Partners316$104.2K−$10.4KCut−$16.5K
Evelyn Partners Investment Management (Europe) Ltd300$98.9K−$9.89KCut−$9.89K
Evelyn Partners Investment Management Services Ltd213$70.2K−$7.02KCut−$7.02K
BROADWATER CAPITAL MANAGEMENT LLC200$66K−$6.59KCut−$6.59K
Nalls Sherbakoff Group, LLC157$51.8KHeld
CHESAPEAKE ASSET MANAGEMENT LLC35$11.5K−$1.05KCut−$65
Evelyn Partners Asset Management Ltd19$6.27K−$626Cut−$626
Cornerstone National Bank & Trust Co9$2.97K−$297Cut−$2.47K

Who left

Positions as of Q1 2025. 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.