Banque Pictet & Cie’s Caterpillar CAT Stock Holding History

Banque Pictet & Cie’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 Q2	$426K	Sell	400 -937	-70%	-$823K	﹤0.01%	274
2026 Q1	$947K	Buy	1,337 +937	+234%	+$649K	0.01%	275
2025 Q4	$229K	Buy	+400	New	+$222K	﹤0.01%	393
2025 Q2	–	Sell	-803	Closed	-$265K	–	374
2025 Q1	$265K	Sell	803 -13,118	-94%	-$4.67M	﹤0.01%	366
2024 Q4	$5.05M	Buy	13,921 +13,359	+2,377%	+$5.18M	0.03%	151
2024 Q3	$220K	Buy	+562	New	+$194K	﹤0.01%	297
2023 Q4	–	Sell	-1,700	Closed	-$464K	–	373
2023 Q3	$464K	Buy	+1,700	New	+$461K	0.01%	354
2023 Q2	–	Sell	-10,391	Closed	-$2.38M	–	508
2023 Q1	$2.38M	Sell	10,391 -10,228	-50%	-$2.47M	0.02%	251
2022 Q4	$4.94M	Sell	20,619 -2,558	-11%	-$557K	0.05%	182
2022 Q3	$3.8M	Buy	23,177 +6,551	+39%	+$1.2M	0.04%	210
2022 Q2	$2.97K	Sell	16,626 -3,107	-16%	-$655K	0.03%	242
2022 Q1	$4.4M	Sell	19,733 -1,353	-6%	-$284K	0.03%	200
2021 Q4	$4.36M	Buy	21,086 +16,808	+393%	+$3.38M	0.03%	224
2021 Q3	$821K	Hold	4,278	–	–	0.01%	269
2021 Q2	$931K	Hold	4,278	–	–	0.01%	265
2021 Q1	$992K	Hold	4,278	–	–	0.01%	250
2020 Q4	$779K	Sell	4,278 -4,582	-52%	-$777K	0.01%	246
2020 Q3	$1.32M	Hold	8,860	–	–	0.02%	204
2020 Q2	$1.12M	Hold	8,860	–	–	0.02%	215
2020 Q1	$1.03M	Hold	8,860	–	–	0.02%	214
2019 Q4	$1.31M	Buy	8,860 +960	+12%	+$134K	0.02%	216
2019 Q3	$998K	Sell	7,900 -8,650	-52%	-$1.1M	0.02%	227
2019 Q2	$2.26M	Sell	16,550 -950	-5%	-$126K	0.04%	177
2019 Q1	$2.37M	Buy	17,500 +1,000	+6%	+$133K	0.05%	173
2018 Q4	$2.1M	Hold	16,500	–	–	0.04%	173
2018 Q3	$2.52M	Sell	16,500 -300	-2%	-$42.4K	0.05%	175
2018 Q2	$2.28M	Hold	16,800	–	–	0.04%	184
2018 Q1	$2.48M	Sell	16,800 -400	-2%	-$63.2K	0.05%	197
2017 Q4	$2.71M	Hold	17,200	–	–	0.05%	185
2017 Q3	$2.15M	Sell	17,200 -10,000	-37%	-$1.15M	0.05%	200
2017 Q2	$2.92M	Sell	27,200 -5,100	-16%	-$518K	0.07%	176
2017 Q1	$3M	Buy	32,300 +3,600	+13%	+$341K	0.07%	160
2016 Q4	$2.66M	Sell	28,700 -160	-0.6%	-$14.5K	0.07%	162
2016 Q3	$2.56M	Buy	28,860 +3,600	+14%	+$295K	0.07%	157
2016 Q2	$1.92M	Sell	25,260 -50	-0.2%	-$3.75K	0.05%	177
2016 Q1	$1.94M	Sell	25,310 -8,000	-24%	-$537K	0.05%	172
2015 Q4	$2.26M	Buy	33,310 +2,500	+8%	+$175K	0.06%	149
2015 Q3	$2.01M	Buy	+30,810	New	+$2.36M	0.06%	163
2015 Q2	–	Sell	-30,477	Closed	-$2.44M	–	346
2015 Q1	$2.44M	Sell	30,477 -11,593	-28%	-$963K	0.06%	178
2014 Q4	$3.85M	Sell	42,070 -48,129	-53%	-$4.68M	0.1%	149
2014 Q3	$8.93M	Buy	90,199 +8,364	+10%	+$887K	0.23%	81
2014 Q2	$8.89M	Sell	81,835 -37,228	-31%	-$3.91M	0.22%	84
2014 Q1	$11.8M	Buy	119,063 +23,066	+24%	+$2.18M	0.32%	61
2013 Q4	$8.72M	Buy	+95,997	New	+$8.2M	0.26%	68

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Banque Pictet & Cie's CAT Position: Q2 2026 in Review

Banque Pictet & Cie reduced its Caterpillar (CAT) stake by 70% in Q2 2026, selling an estimated $823K and leaving 400 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Banque Pictet & Cie first reported a position in CAT in Q4 2013 and has held it in 44 quarters since. The position peaked at $11.8M in Q1 2014. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Banque Pictet & Cie held 400 shares of Caterpillar worth $426K as of Q2 2026.
Banque Pictet & Cie sold 937 Caterpillar shares in Q2 2026, an estimated $823K.
Caterpillar made up ﹤0.01% of Banque Pictet & Cie's portfolio in Q2 2026, its #274 holding.
Banque Pictet & Cie first reported a position in Caterpillar in Q4 2013 and has held it in 44 quarters since.
Banque Pictet & Cie's Caterpillar position peaked at $11.8M in Q1 2014.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.