Question 1

How many shares of CAT does Zurich Insurance Group Ltd/FI own?

Accepted Answer

As of 2026-Q1, Zurich Insurance Group Ltd/FI holds 119,852 shares of CAT (CATERPILLAR INC).

Question 2

What is Zurich Insurance Group Ltd/FI's CAT position worth?

Accepted Answer

As of 2026-Q1, Zurich Insurance Group Ltd/FI's CAT position is worth $84.9M.

Question 3

Is Zurich Insurance Group Ltd/FI buying or selling CAT?

Accepted Answer

In 2026-Q1, Zurich Insurance Group Ltd/FI decreased their CAT position (-32.7% change in shares).

Question 4

When did Zurich Insurance Group Ltd/FI first buy CAT?

Accepted Answer

Based on available 13F filings, Zurich Insurance Group Ltd/FI first reported a position in CAT in 2024-Q2. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	119,852	-32.7%	$84.9M	0.7%	$722.18	0
2025-Q4	Decreased	178,067	-1.9%	$102M	0.7%	$576.04	0
2025-Q3	Increased	181,462	+54.5%	$86.6M	0.6%	$469.16	59
2025-Q2	New	117,414	-	$45.6M	0.4%	$381.32	48
2025-Q1	Exited	0	-100.0%	$0	0.0%	$325.22	0
2024-Q4	Decreased	154,835	-39.4%	$56.2M	0.5%	$356.77	0
2024-Q3	Increased	255,355	+4018.6%	$99.9M	0.8%	$382.99	68
2024-Q2	Unchanged	6,200	0.0%	$2.1M	0.0%	$324.88	0

CAT8 quarters

CAT
8 quarters