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
2019 Q1	–	Sell	-20,000	Closed	-$105K	–	580
2018 Q4	$105K	Hold	20,000	–	–	﹤0.01%	326
2018 Q3	$330K	Hold	20,000	–	–	0.01%	238
2018 Q2	$233K	Hold	20,000	–	–	0.01%	279
2018 Q1	$353K	Sell	20,000 -8,000	-29%	-$1.26M	0.01%	245
2017 Q4	$1.17M	Buy	28,000 +14,000	+100%	+$1.94M	0.02%	220
2017 Q3	$344K	Hold	14,000	–	–	0.01%	305
2017 Q2	$175K	Buy	+14,000	New	+$1.42M	0.01%	365

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Compagnie Lombard Odier SCmA's CAT Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its Caterpillar (CAT) stake by 0.19% in Q2 2026, selling an estimated $8.79K and leaving 5,149 shares worth $5.48M. The position accounts for 0.06% of the portfolio, ranked #123.

Compagnie Lombard Odier SCmA first reported a position in CAT in Q4 2013 and has held it in 51 quarters since. The position peaked at $11.3M in Q4 2013. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Compagnie Lombard Odier SCmA held 5,149 shares of Caterpillar worth $5.48M as of Q2 2026.
Compagnie Lombard Odier SCmA sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.06% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #123 holding.
Compagnie Lombard Odier SCmA first reported a position in Caterpillar in Q4 2013 and has held it in 51 quarters since.
Compagnie Lombard Odier SCmA's Caterpillar position peaked at $11.3M in Q4 2013.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.