Bank Julius Baer & Co’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254M Sell
2025
Q2
$209M Sell
2025
Q1
$196M Sell
2024
Q4
$274M Buy
2024
Q3
$278M Sell
2024
Q2
$233M Buy
2024
Q1
$224M Buy
2023
Q4
$178M Buy
2023
Q3
$2.44M Buy
2023
Q2
$2.14M Sell
2023
Q1
$2.01M Buy
2022
Q4
$575K Sell
2022
Q3
$3.28M Buy
2022
Q2
$2.35M Sell
2022
Q1
$3.53M Sell
2021
Q4
$7.7M Sell
2021
Q3
$13M Sell
2021
Q2
$17.9M Buy
2021
Q1
$5.21M Sell
2020
Q4
$4.96M Sell
2020
Q3
$4.28M Sell
2020
Q2
$3.65M Buy
2020
Q1
$3.31M Buy