Back to Zurich Insurance Group Ltd/FI Zurich Insurance Group Ltd/FI

CATCAT
20 quarters

Position history for Zurich Insurance Group Ltd/FIZurich Insurance Group Ltd/FI's holdings in CATERPILLAR INC

Zurich Insurance Group Ltd/FI holds 138,646 shares of CAT (CATERPILLAR INC), worth $147.6M as of 2026-Q2. The position was increased (+15.7% shares). CAT represents 1.0% of Zurich Insurance Group Ltd/FI's portfolio.

Current Value

$147.6M

Current Shares

138,646

Total Value Change

+$135M

Total Shares Change

+45,218

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
138,646
+15.7%
$147.6M1.0%$1,062.93
55
2026-Q1
Decreased
119,852
-32.7%
$84.9M0.7%$705.80
0
2025-Q4
Decreased
178,067
-1.9%
$102M0.7%$569.39
0
2025-Q3
Increased
181,462
+54.5%
$86.6M0.6%$472.89
59
2025-Q2
New
117,414
-
$45.6M0.4%$383.34
48
2025-Q1
Exited
0
-100.0%
$00.0%$324.10
0
2024-Q4
Decreased
154,835
-39.4%
$56.2M0.5%$355.19
0
2024-Q3
Increased
255,355
+4018.6%
$99.9M0.8%$381.59
68
2024-Q2
Unchanged
6,200
0.0%
$2.1M0.0%$323.67
0
2024-Q1
New
6,200
-
$2.3M0.0%$354.76
36
2022-Q1
Exited
0
-100.0%
$00.0%$206.59
0
2021-Q4
Decreased
32,968
-92.5%
$6.8M0.1%$190.75
0
2021-Q3
Increased
439,924
+27.3%
$84.5M1.0%$176.15
58
2021-Q2
Decreased
345,574
-34.8%
$75.2M0.9%$198.63
0
2021-Q1
New
529,614
-
$122.8M1.8%$210.68
69
2020-Q1
Exited
0
-100.0%
$00.0%$102.52
0
2019-Q4
Decreased
99,061
-40.4%
$14.6M0.3%$129.57
0
2019-Q3
Increased
166,164
+28.6%
$21M0.4%$109.95
43
2019-Q2
Increased
129,260
+38.4%
$17.6M0.3%$117.74
44
2019-Q1
New
93,428
-
$12.7M0.3%$116.34
46

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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