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

Bank Julius Baer & Co’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463M Buy
660,444
+110,565
+20% +$76.6M 1.4% 19
2025
Q4 		$315M Buy
549,879
+18,168
+3% +$10.1M 0.87% 30
2025
Q3 		$254M Sell
531,711
-5,646
-1% -$2.41M 0.72% 34
2025
Q2 		$209M Sell
537,357
-57,452
-10% -$19.1M 0.62% 47
2025
Q1 		$196M Sell
594,809
-103,290
-15% -$36.8M 0.64% 43
2024
Q4 		$274M Buy
698,099
+76,117
+12% +$29.5M 0.84% 28
2024
Q3 		$278M Sell
621,982
-18,659
-3% -$6.44M 0.93% 29
2024
Q2 		$233M Buy
640,641
+28,743
+5% +$9.97M 0.89% 31
2024
Q1 		$224M Buy
611,898
+11,164
+2% +$3.57M 0.86% 30
2023
Q4 		$178M Buy
600,734
+591,790
+6,617% +$154M 0.75% 34
2023
Q3 		$2.44M Buy
8,944
+265
+3% +$71.9K 0.01% 201
2023
Q2 		$2.14M Sell
8,679
-100
-1% -$22.3K 0.01% 210
2023
Q1 		$2.01M Buy
8,779
+6,377
+265% +$1.54M 0.01% 209
2022
Q4 		$575K Sell
2,402
-17,563
-88% -$3.82M ﹤0.01% 330
2022
Q3 		$3.28M Buy
19,965
+6,840
+52% +$1.25M 0.02% 180
2022
Q2 		$2.35M Sell
13,125
-2,715
-17% -$572K 0.02% 201
2022
Q1 		$3.53M Sell
15,840
-21,389
-57% -$4.49M 0.02% 186
2021
Q4 		$7.7M Sell
37,229
-30,319
-45% -$6.1M 0.04% 172
2021
Q3 		$13M Sell
67,548
-14,904
-18% -$3.1M 0.08% 149
2021
Q2 		$17.9M Buy
82,452
+59,972
+267% +$13.9M 0.11% 134
2021
Q1 		$5.21M Sell
22,480
-4,742
-17% -$982K 0.04% 202
2020
Q4 		$4.96M Sell
27,222
-1,496
-5% -$254K 0.04% 191
2020
Q3 		$4.28M Sell
28,718
-130
-0.5% -$18.3K 0.04% 166
2020
Q2 		$3.65M Buy
28,848
+344
+1% +$40.8K 0.04% 160
2020
Q1 		$3.31M Buy
+28,504
New +$3.64M 0.08% 123

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank Julius Baer & Co's CAT Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Caterpillar (CAT) stake by 20% in Q1 2026, buying an estimated $76.6M and bringing the position to 660,444 shares worth $463M. The position accounts for 1.4% of the portfolio, ranked #19.

Bank Julius Baer & Co first reported a position in CAT in Q1 2020 and has held it in 25 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bank Julius Baer & Co held 660,444 shares of Caterpillar worth $463M as of Q1 2026.
  • Bank Julius Baer & Co bought 110,565 Caterpillar shares in Q1 2026, an estimated $76.6M.
  • Caterpillar made up 1.4% of Bank Julius Baer & Co's portfolio in Q1 2026, its #19 holding.
  • Bank Julius Baer & Co first reported a position in Caterpillar in Q1 2020 and has held it in 25 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.