How many shares of CAT does Bank Julius Baer & Co. Ltd, Zurich own?

As of 2026-Q2, Bank Julius Baer & Co. Ltd, Zurich holds 610,219 shares of CAT (CATERPILLAR INC).

What is Bank Julius Baer & Co. Ltd, Zurich's CAT position worth?

As of 2026-Q2, Bank Julius Baer & Co. Ltd, Zurich's CAT position is worth $646.5M.

Is Bank Julius Baer & Co. Ltd, Zurich buying or selling CAT?

In 2026-Q2, Bank Julius Baer & Co. Ltd, Zurich decreased their CAT position (-7.6% change in shares).

When did Bank Julius Baer & Co. Ltd, Zurich first buy CAT?

Based on available 13F filings, Bank Julius Baer & Co. Ltd, Zurich first reported a position in CAT in 2020-Q1. They have held the position across 26 quarters.

Back to

Bank Julius Baer & Co. Ltd, Zurich

CAT
26 quarters

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

Current Value

$646.5M

Current Shares

610,219

Total Value Change

+$643.2M

Total Shares Change

+581,715

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	610,219	-7.6%	$646.5M	1.7%	$1,062.93	0
2026-Q1	Increased	660,444	+20.1%	$462.7M	1.4%	$705.80	59
2025-Q4	Increased	549,879	+3.4%	$315.4M	0.9%	$569.39	45
2025-Q3	Decreased	531,711	-1.1%	$253.7M	0.7%	$472.89	0
2025-Q2	Decreased	537,357	-9.7%	$208.6M	0.6%	$383.34	0
2025-Q1	Decreased	594,809	-14.8%	$196.2M	0.6%	$324.10	0
2024-Q4	Increased	698,099	+12.2%	$273.5M	0.8%	$355.19	49
2024-Q3	Decreased	621,982	-2.9%	$277.7M	0.9%	$381.59	0
2024-Q2	Increased	640,641	+4.7%	$232.5M	0.9%	$323.67	45
2024-Q1	Increased	611,898	+1.9%	$223.7M	0.9%	$354.76	44
2023-Q4	Increased	600,734	+6616.6%	$177.6M	0.8%	$284.93	69
2023-Q3	Increased	8,944	+3.0%	$2.4M	0.0%	$261.73	27
2023-Q2	Decreased	8,679	-1.1%	$2.1M	0.0%	$234.73	0
2023-Q1	Increased	8,779	+265.5%	$2M	0.0%	$217.14	42
2022-Q4	Decreased	2,402	-88.0%	$575,000	0.0%	$226.23	0
2022-Q3	Increased	19,965	+52.1%	$3.3M	0.0%	$153.92	37
2022-Q2	Decreased	13,125	-17.1%	$2.3M	0.0%	$166.53	0
2022-Q1	Decreased	15,840	-57.5%	$3.5M	0.0%	$206.59	0
2021-Q4	Decreased	37,229	-44.9%	$7.7M	0.0%	$190.75	0
2021-Q3	Decreased	67,548	-18.1%	$13M	0.1%	$176.15	0
2021-Q2	Increased	82,452	+266.8%	$17.9M	0.1%	$198.63	55
2021-Q1	Decreased	22,480	-17.4%	$5.2M	0.0%	$210.68	0
2020-Q4	Decreased	27,222	-5.2%	$5M	0.0%	$164.51	0
2020-Q3	Decreased	28,718	-0.5%	$4.3M	0.0%	$133.98	0
2020-Q2	Increased	28,848	+1.2%	$3.6M	0.0%	$112.79	27
2020-Q1	New	28,504	-	$3.3M	0.1%	$102.52	37

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

CAT26 quarters

CAT
26 quarters