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Compagnie Lombard Odier SCmA’s Caterpillar CAT Stock Holding History

Compagnie Lombard Odier SCmA’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 		$3.65M Sell
5,159
-4,651
-47% -$3.22M 0.04% 115
2025
Q4 		$5.62M Buy
9,810
+1,700
+21% +$945K 0.06% 100
2025
Q3 		$3.87M Sell
8,110
-1,337
-14% -$571K 0.04% 108
2025
Q2 		$3.67M Hold
9,447
– – 0.05% 104
2025
Q1 		$3.12M Sell
9,447
-11,304
-54% -$4.03M 0.04% 124
2024
Q4 		$7.53M Sell
20,751
-883
-4% -$342K 0.11% 85
2024
Q3 		$8.46M Sell
21,634
-3,193
-13% -$1.1M 0.13% 80
2024
Q2 		$8.27M Sell
24,827
-831
-3% -$288K 0.14% 79
2024
Q1 		$9.4M Sell
25,658
-100
-0.4% -$32K 0.17% 83
2023
Q4 		$7.62M Buy
25,758
+9,645
+60% +$2.5M 0.14% 87
2023
Q3 		$4.4M Buy
16,113
+3,130
+24% +$849K 0.1% 95
2023
Q2 		$3.19M Sell
12,983
-2,129
-14% -$475K 0.09% 95
2023
Q1 		$3.46M Sell
15,112
-1,948
-11% -$471K 0.09% 100
2022
Q4 		$4.09M Sell
17,060
-332
-2% -$72.3K 0.11% 93
2022
Q3 		$2.85M Sell
17,392
-1,000
-5% -$183K 0.08% 95
2022
Q2 		$3.29M Sell
18,392
-5,400
-23% -$1.14M 0.08% 94
2022
Q1 		$5.3M Buy
23,792
+4,637
+24% +$972K 0.11% 81
2021
Q4 		$3.96M Buy
19,155
+3,600
+23% +$725K 0.08% 97
2021
Q3 		$2.99M Buy
15,555
+2,229
+17% +$464K 0.06% 110
2021
Q2 		$2.9M Buy
13,326
+151
+1% +$34.9K 0.06% 105
2021
Q1 		$3.05M Buy
13,175
+500
+4% +$104K 0.07% 130
2020
Q4 		$2.31M Buy
12,675
+1,198
+10% +$203K 0.06% 112
2020
Q3 		$1.71M Sell
11,477
-18,568
-62% -$2.61M 0.05% 118
2020
Q2 		$3.8M Buy
30,045
+500
+2% +$59.3K 0.13% 78
2020
Q1 		$3.43M Sell
29,545
-24,595
-45% -$3.14M 0.14% 77
2019
Q4 		$8M Buy
54,140
+16,150
+43% +$2.25M 0.31% 58
2019
Q3 		$4.8M Sell
37,990
-2,700
-7% -$343K 0.2% 70
2019
Q2 		$5.55M Buy
40,690
+6,590
+19% +$871K 0.22% 68
2019
Q1 		$4.62M Sell
34,100
-910
-3% -$121K 0.19% 79
2018
Q4 		$4.45M Buy
35,010
+7,500
+27% +$976K 0.18% 87
2018
Q3 		$4.19M Buy
27,510
+5,775
+27% +$817K 0.15% 96
2018
Q2 		$2.95M Sell
21,735
-920
-4% -$137K 0.11% 122
2018
Q1 		$3.34M Sell
22,655
-14,055
-38% -$2.22M 0.12% 119
2017
Q4 		$5.78M Buy
36,710
+18,515
+102% +$2.57M 0.1% 126
2017
Q3 		$2.27M Buy
18,195
+2,000
+12% +$230K 0.08% 160
2017
Q2 		$1.74M Sell
16,195
-500
-3% -$50.8K 0.06% 183
2017
Q1 		$1.55M Sell
16,695
-3,200
-16% -$303K 0.05% 190
2016
Q4 		$1.84M Buy
19,895
+9,455
+91% +$857K 0.05% 198
2016
Q3 		$926K Sell
10,440
-180
-2% -$14.7K 0.03% 281
2016
Q2 		$805K Sell
10,620
-1,250
-11% -$93.7K 0.02% 288
2016
Q1 		$909K Sell
11,870
-1,700
-13% -$114K 0.03% 263
2015
Q4 		$923K Sell
13,570
-84,305
-86% -$5.89M 0.03% 244
2015
Q3 		$6.4M Buy
97,875
+4,950
+5% +$379K 0.26% 56
2015
Q2 		$7.88M Sell
92,925
-15,326
-14% -$1.32M 0.29% 57
2015
Q1 		$8.66M Buy
108,251
+51,502
+91% +$4.28M 0.33% 56
2014
Q4 		$5.2M Sell
56,749
-10,579
-16% -$1.03M 0.24% 64
2014
Q3 		$6.67M Sell
67,328
-13,069
-16% -$1.39M 0.27% 57
2014
Q2 		$8.74M Sell
80,397
-1,217
-1% -$128K 0.35% 45
2014
Q1 		$8.11M Sell
81,614
-43,074
-35% -$4.06M 0.34% 53
2013
Q4 		$11.3M Buy
+124,688
New +$10.6M 0.48% 41

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

Compagnie Lombard Odier SCmA's CAT Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its Caterpillar (CAT) stake by 47% in Q1 2026, selling an estimated $3.22M and leaving 5,159 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #115.

Compagnie Lombard Odier SCmA first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.3M in Q4 2013. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Compagnie Lombard Odier SCmA held 5,159 shares of Caterpillar worth $3.65M as of Q1 2026.
  • Compagnie Lombard Odier SCmA sold 4,651 Caterpillar shares in Q1 2026, an estimated $3.22M.
  • Caterpillar made up 0.04% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #115 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
  • Compagnie Lombard Odier SCmA's Caterpillar position peaked at $11.3M in Q4 2013.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.