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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
2019
Q1 		– Sell
-8,500
Closed -$1.08M – 370
2018
Q4 		$1.08M Hold
8,500
– – 0.12% 139
2018
Q3 		$1.3M Buy
+8,500
New +$1.2M 0.13% 147

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

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. 3,747 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.
  • 3,747 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.