J. Safra Sarasin Holding’s Caterpillar CAT Stock Holding History

J. Safra Sarasin Holding’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	$10.2M	Buy	12,181 +1,140	+10%	+$1M	0.15%	126
2026 Q1	$7.82M	Sell	11,041 -62,816	-85%	-$43.5M	0.13%	119
2025 Q4	$42.3M	Buy	73,857 +5,017	+7%	+$2.79M	0.69%	44
2025 Q3	$32.8M	Buy	68,840 +2,723	+4%	+$1.16M	0.53%	59
2025 Q2	$25.7M	Sell	66,117 -838	-1%	-$279K	0.44%	67
2025 Q1	$22.1M	Sell	66,955 -1,312	-2%	-$467K	0.4%	71
2024 Q4	$24.8M	Sell	68,267 -4,063	-6%	-$1.58M	0.42%	64
2024 Q3	$28.3M	Sell	72,330 -6,791	-9%	-$2.35M	0.49%	62
2024 Q2	$26.3M	Buy	+79,121	New	+$27.4M	0.48%	60

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

J. Safra Sarasin Holding's CAT Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $1M and bringing the position to 12,181 shares worth $10.2M. The position accounts for 0.15% of the portfolio, ranked #126.

J. Safra Sarasin Holding first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $42.3M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

J. Safra Sarasin Holding held 12,181 shares of Caterpillar worth $10.2M as of Q2 2026.
J. Safra Sarasin Holding bought 1,140 Caterpillar shares in Q2 2026, an estimated $1M.
Caterpillar made up 0.15% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #126 holding.
J. Safra Sarasin Holding first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Caterpillar position peaked at $42.3M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.