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Leonteq Securities AG’s Caterpillar CAT Stock Holding History

Leonteq Securities AG’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
2021
Q3 		– Sell
-200
Closed -$43.5K – 1139
2021
Q2 		$43.5K Buy
+200
New +$46.2K ﹤0.01% 853

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Leonteq Securities AG's CAT Position: Q2 2026 in Review

Leonteq Securities AG reduced its Caterpillar (CAT) stake by 80% in Q2 2026, selling an estimated $4.64M and leaving 1,345 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #215.

Leonteq Securities AG first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.2M in Q3 2021. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Leonteq Securities AG held 1,345 shares of Caterpillar worth $1.43M as of Q2 2026.
  • Leonteq Securities AG sold 5,280 Caterpillar shares in Q2 2026, an estimated $4.64M.
  • Caterpillar made up 0.05% of Leonteq Securities AG's portfolio in Q2 2026, its #215 holding.
  • Leonteq Securities AG first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • Leonteq Securities AG's Caterpillar position peaked at $14.2M in Q3 2021.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.