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CAT
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Position history for Bank Julius Baer & Co. Ltd, Zurich's holdings in CATERPILLAR INC

Bank Julius Baer & Co. Ltd, Zurich holds 660,444 shares of CAT (CATERPILLAR INC), worth $462.7M as of 2026-Q1. The position was increased (+20.1% shares). CAT represents 1.4% of Bank Julius Baer & Co. Ltd, Zurich's portfolio.

Current Value

$462.7M

Current Shares

660,444

Total Value Change

+$230.2M

Total Shares Change

+19,803

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
660,444
+20.1%
$462.7M1.4%$722.18
59
2025-Q4
Increased
549,879
+3.4%
$315.4M0.9%$576.04
45
2025-Q3
Decreased
531,711
-1.1%
$253.7M0.7%$469.16
0
2025-Q2
Decreased
537,357
-9.7%
$208.6M0.6%$381.32
0
2025-Q1
Decreased
594,809
-14.8%
$196.2M0.6%$325.22
0
2024-Q4
Increased
698,099
+12.2%
$273.5M0.8%$356.77
49
2024-Q3
Decreased
621,982
-2.9%
$277.7M0.9%$382.99
0
2024-Q2
Increased
640,641
+4.7%
$232.5M0.9%$324.88
45

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

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