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
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 660,444 |
+20.1% |
| $462.7M |
| 1.4% |
| $722.18 |
59 |
| 2025-Q4 | Increased | 549,879 | +3.4% | $315.4M | 0.9% | $576.04 | 45 |
| 2025-Q3 | Decreased | 531,711 | -1.1% | $253.7M | 0.7% | $469.16 | 0 |
| 2025-Q2 | Decreased | 537,357 | -9.7% | $208.6M | 0.6% | $381.32 | 0 |
| 2025-Q1 | Decreased | 594,809 | -14.8% | $196.2M | 0.6% | $325.22 | 0 |
| 2024-Q4 | Increased | 698,099 | +12.2% | $273.5M | 0.8% | $356.77 | 49 |
| 2024-Q3 | Decreased | 621,982 | -2.9% | $277.7M | 0.9% | $382.99 | 0 |
| 2024-Q2 | Increased | 640,641 | +4.7% | $232.5M | 0.9% | $324.88 | 45 |