13F

Stock

Caterpillar Inc

CAT · held by 35 managers

Reported value

$880.9M

Holders

35

+1 new · −1 exited

Holders’ est. mark

$119.2M

Price effect on 28 books still in the name

Largest holder

$544.7M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.4M$544.7M$79.7MAdded$94.8M
DANSKE BANK A/S224K$86.9M$13.1MAdded$8.97M
Swiss Life Asset Management Ltd172.7K$67M$7.5MAdded$24.7M
Sanctuary Advisors, LLC128.8K$50M$7.17MAdded$9.5M
Cresset Asset Management, LLC103.8K$40.3MHeld
OP Asset Management Ltd53.3K$20.7M$2.95MAdded$4.05M
Savant Capital, LLC47.7K$18.5M$2.62MAdded$3.73M
Henshaw Capital LLC44.3K$17.2M$2.59MAdded$2.59M
Alberta Investment Management Corp19K$7.38MHeld
INDEPENDENT FINANCIAL GROUP, LLC15.3K$5.94M$866.6KAdded$1.05M
Kentucky Farm Bureau Mutual Insurance Co15K$5.82M$876.1KAdded$876.1K
Leonteq Securities AG10.6K$4.1M$469.9KAdded$1.57M
Pine Valley Investments Ltd Liability Co7.97K$3.1M$446.1KAdded$576.2K
NWAM LLC4.66K$1.94MHeld
Prestige Wealth Management Group LLC2.56K$992.3K$147.3KAdded$160.5K
Nicholas Wealth, LLC.2.54K$986.4K$143.7KAdded$175.1K
ELEVATION POINT WEALTH PARTNERS, LLC1.72K$668.8K$100.6KAdded$95.4K
Burton Enright Welch1.55K$600.2K$83.8KAdded$126.9K
Finivi Inc.1.3K$505.4K$74.9KAdded$82.2K
American State Bank (Iowa)1.14K$444.1K$55.3KAdded$131.8K
Maxele Advisors, LLC1.13K$440.4K$66.3KAdded$66.3K
Aventura Private Wealth, LLC957$371.5K$53.8KAdded$67.8K
Mullaney, Keating & Wright, Inc.900$349.4K$52.6KAdded$52.6K
Severin Investments, LLC898$348.5K$52.4KCut−$332.5K
Wall Street Financial Group, Inc.873$338.9KHeld
Medallion Wealth Advisors, LLC866$338.2K$52KAdded$52K
Causey Wealth LLC711$276K$41.4KAdded$42.2K
Roehl & Yi Investment Advisors, LLC616$239.2KNew
Clark Wealth Partners293$113.8K$17.2KAdded$9.6K
Catherine Avery Investment Management LLC288$111.8K$16.8KCut−$6.92K
BROADWATER CAPITAL MANAGEMENT LLC77.6K$77.6K−$65.8KAdded$11.7K
Nalls Sherbakoff Group, LLC96$37.3K$5.62KCut−$14.5K
Essential Partners LLC57$22.1KHeld
Cornerstone National Bank & Trust Co9$3.49K$526Added$526
PEAK6 LLC2$871Held

Who left

Positions as of Q2 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.