Swiss National Bank’s Caterpillar CAT Stock Holding History

Swiss National Bank’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	$973M	Buy	1,373,420 +89,640	+7%	+$62.1M	0.56%	24
2025 Q4	$735M	Sell	1,283,780 -72,020	-5%	-$40M	0.44%	31
2025 Q3	$647M	Sell	1,355,800 -91,000	-6%	-$38.8M	0.38%	33
2025 Q2	$562M	Buy	1,446,800 +85,200	+6%	+$28.4M	0.34%	45
2025 Q1	$449M	Sell	1,361,600 -8,200	-0.6%	-$2.92M	0.32%	51
2024 Q4	$497M	Sell	1,369,800 -81,800	-6%	-$31.7M	0.33%	44
2024 Q3	$568M	Sell	1,451,600 -27,000	-2%	-$9.32M	0.37%	39
2024 Q2	$493M	Sell	1,478,600 -46,000	-3%	-$16M	0.34%	46
2024 Q1	$559M	Sell	1,524,600 -70,600	-4%	-$22.6M	0.39%	40
2023 Q4	$472M	Sell	1,595,200 -62,400	-4%	-$16.2M	0.35%	47
2023 Q3	$453M	Sell	1,657,600 -207,200	-11%	-$56.2M	0.35%	47
2023 Q2	$459M	Sell	1,864,800 -200,500	-10%	-$44.7M	0.31%	54
2023 Q1	$473M	Sell	2,065,300 -80,300	-4%	-$19.4M	0.32%	58
2022 Q4	$514M	Sell	2,145,600 -165,841	-7%	-$36.1M	0.37%	53
2022 Q3	$379M	Sell	2,311,441 -13,200	-0.6%	-$2.41M	0.27%	68
2022 Q2	$416M	Sell	2,324,641 -18,300	-0.8%	-$3.86M	0.28%	61
2022 Q1	$522M	Buy	2,342,941 +262,000	+13%	+$54.9M	0.29%	61
2021 Q4	$430M	Sell	2,080,941 -85,100	-4%	-$17.1M	0.26%	68
2021 Q3	$416M	Sell	2,166,041 -57,700	-3%	-$12M	0.26%	70
2021 Q2	$484M	Buy	2,223,741 +134,499	+6%	+$31.1M	0.3%	64
2021 Q1	$484M	Buy	2,089,242 +44,400	+2%	+$9.19M	0.32%	59
2020 Q4	$372M	Sell	2,044,842 -62,000	-3%	-$10.5M	0.26%	68
2020 Q3	$314M	Sell	2,106,842 -68,800	-3%	-$9.66M	0.25%	78
2020 Q2	$275M	Buy	2,175,642 +30,700	+1%	+$3.64M	0.23%	85
2020 Q1	$249M	Buy	2,144,942 +371,000	+21%	+$47.4M	0.26%	80
2019 Q4	$262M	Sell	1,773,942 -114,600	-6%	-$16M	0.27%	75
2019 Q3	$239M	Buy	1,888,542 +12,226	+0.7%	+$1.55M	0.25%	82
2019 Q2	$256M	Sell	1,876,316 -93,400	-5%	-$12.3M	0.28%	72
2019 Q1	$267M	Buy	1,969,716 +37,800	+2%	+$5.02M	0.29%	70
2018 Q4	$245M	Buy	1,931,916 +23,300	+1%	+$3.03M	0.31%	66
2018 Q3	$291M	Sell	1,908,616 -67,400	-3%	-$9.53M	0.32%	64
2018 Q2	$268M	Buy	1,976,016 +67,200	+4%	+$10M	0.31%	64
2018 Q1	$281M	Sell	1,908,816 -270,800	-12%	-$42.8M	0.34%	56
2017 Q4	$343M	Buy	2,179,616 +7,900	+0.4%	+$1.1M	0.37%	53
2017 Q3	$271M	Buy	2,171,716 +28,900	+1%	+$3.33M	0.31%	65
2017 Q2	$230M	Buy	2,142,816 +69,800	+3%	+$7.09M	0.27%	79
2017 Q1	$192M	Buy	2,073,016 +445,900	+27%	+$42.2M	0.24%	91
2016 Q4	$151M	Buy	1,627,116 +9,800	+0.6%	+$888K	0.24%	92
2016 Q3	$144M	Sell	1,617,316 -15,000	-0.9%	-$1.23M	0.23%	96
2016 Q2	$124M	Buy	1,632,316 +119,700	+8%	+$8.97M	0.2%	116
2016 Q1	$111M	Buy	1,512,616 +472,500	+45%	+$31.7M	0.2%	107
2015 Q4	$70.7M	Buy	1,040,116 +16,800	+2%	+$1.17M	0.17%	133
2015 Q3	$66.9M	Buy	1,023,316 +93,900	+10%	+$7.18M	0.17%	134
2015 Q2	$78.8M	Buy	929,416 +53,200	+6%	+$4.57M	0.2%	113
2015 Q1	$70.1M	Buy	876,216 +321,700	+58%	+$26.7M	0.19%	124
2014 Q4	$50.8M	Sell	554,516 -27,400	-5%	-$2.67M	0.19%	128
2014 Q3	$57.6M	Sell	581,916 -39,800	-6%	-$4.22M	0.22%	106
2014 Q2	$67.6M	Buy	621,716 +4,900	+0.8%	+$514K	0.25%	89
2014 Q1	$61.3M	Sell	616,816 -73,300	-11%	-$6.91M	0.24%	94
2013 Q4	$62.7M	Sell	690,116 -22,100	-3%	-$1.89M	0.24%	92
2013 Q3	$59.4M	Buy	712,216 +15,100	+2%	+$1.28M	0.25%	93
2013 Q2	$57.5M	Buy	+697,116	New	+$59.3M	0.25%	87

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

Swiss National Bank's CAT Position: Q1 2026 in Review

Swiss National Bank increased its Caterpillar (CAT) stake by 7% in Q1 2026, buying an estimated $62.1M and bringing the position to 1,373,420 shares worth $973M. The position accounts for 0.56% of the portfolio, ranked #24.

Swiss National Bank first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Swiss National Bank held 1,373,420 shares of Caterpillar worth $973M as of Q1 2026.
Swiss National Bank bought 89,640 Caterpillar shares in Q1 2026, an estimated $62.1M.
Caterpillar made up 0.56% of Swiss National Bank's portfolio in Q1 2026, its #24 holding.
Swiss National Bank first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.