Lombard Odier Asset Management (Switzerland)’s Caterpillar CAT Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$7.98M	Buy	+11,265	New	+$7.8M	0.3%	76
2021 Q3	–	Sell	-2,347	Closed	-$511K	–	260
2021 Q2	$511K	Buy	2,347 +1,241	+112%	+$287K	0.03%	317
2021 Q1	$256K	Buy	+1,106	New	+$229K	0.02%	342
2020 Q2	–	Sell	-2,172	Closed	-$252K	–	183
2020 Q1	$252K	Hold	2,172	–	–	0.03%	304
2019 Q4	$321K	Buy	2,172 +274	+14%	+$38.2K	0.03%	291
2019 Q3	$240K	Hold	1,898	–	–	0.03%	322
2019 Q2	$259K	Hold	1,898	–	–	0.03%	299
2019 Q1	$257K	Hold	1,898	–	–	0.03%	322
2018 Q4	$241K	Hold	1,898	–	–	0.03%	301
2018 Q3	$289K	Hold	1,898	–	–	0.03%	290
2018 Q2	$258K	Hold	1,898	–	–	0.03%	274
2018 Q1	$280K	Sell	1,898 -996	-34%	-$157K	0.03%	310
2017 Q4	$456K	Hold	2,894	–	–	0.04%	237
2017 Q3	$361K	Hold	2,894	–	–	0.04%	265
2017 Q2	$311K	Hold	2,894	–	–	0.04%	297
2017 Q1	$268K	Buy	+2,894	New	+$274K	0.03%	311
2016 Q3	–	Sell	-2,894	Closed	-$219K	–	129
2016 Q2	$219K	Sell	2,894 -1,576	-35%	-$118K	0.03%	265
2016 Q1	$342K	Hold	4,470	–	–	0.04%	204
2015 Q4	$307K	Hold	4,470	–	–	0.04%	222
2015 Q3	$293K	Sell	4,470 -5,831	-57%	-$446K	0.03%	218
2015 Q2	$874K	Sell	10,301 -4,055	-28%	-$349K	0.07%	156
2015 Q1	$1.16M	Buy	+14,356	New	+$1.19M	0.13%	117
2014 Q4	–	Sell	-89,255	Closed	-$8.87M	–	447
2014 Q3	$8.87M	Buy	89,255 +79,314	+798%	+$8.41M	0.23%	120
2014 Q2	$1.07M	Buy	+9,941	New	+$1.04M	0.12%	99

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s CAT Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) opened a new position in Caterpillar (CAT) in Q1 2026: 11,265 shares worth $7.98M. The stake represents 0.3% of the portfolio and ranks #76 among its holdings. This is a return to the name: Lombard Odier Asset Management (Switzerland) previously reported a position in CAT as recently as Q2 2021.

Lombard Odier Asset Management (Switzerland) first reported a position in CAT in Q2 2014 and has held it in 24 quarters since. The position peaked at $8.87M in Q3 2014. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 11,265 shares of Caterpillar worth $7.98M as of Q1 2026.
Caterpillar was a new Lombard Odier Asset Management (Switzerland) position in Q1 2026.
Caterpillar made up 0.3% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #76 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Caterpillar in Q2 2014 and has held it in 24 quarters since.
Lombard Odier Asset Management (Switzerland)'s Caterpillar position peaked at $8.87M in Q3 2014.
3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.