Vontobel Holding
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Vontobel Holding’s Caterpillar CAT Stock Holding History

Vontobel 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
Q1 		$58.9M Buy
83,171
+3,878
+5% +$2.69M 0.2% 102
2025
Q4 		$45.4M Sell
79,293
-16,467
-17% -$9.15M 0.14% 125
2025
Q3 		$45.7M Sell
95,760
-10,607
-10% -$4.53M 0.14% 110
2025
Q2 		$41.3M Sell
106,367
-5,486
-5% -$1.83M 0.13% 120
2025
Q1 		$36.9M Buy
111,853
+5,780
+5% +$2.06M 0.13% 117
2024
Q4 		$38.5M Buy
106,073
+6,517
+7% +$2.53M 0.13% 113
2024
Q3 		$38.9M Sell
99,556
-8,178
-8% -$2.82M 0.13% 118
2024
Q2 		$35.9M Sell
107,734
-5,454
-5% -$1.89M 0.12% 117
2024
Q1 		$41.5M Sell
113,188
-1,078
-0.9% -$345K 0.33% 81
2023
Q4 		$33.8M Buy
114,266
+19,344
+20% +$5.02M 0.28% 90
2023
Q3 		$25.9M Sell
94,922
-15,548
-14% -$4.22M 0.24% 107
2023
Q2 		$27.2M Buy
110,470
+9,663
+10% +$2.15M 0.24% 104
2023
Q1 		$23.1M Sell
100,807
-39,601
-28% -$9.57M 0.21% 118
2022
Q4 		$33.6M Sell
140,408
-49,531
-26% -$10.8M 0.34% 74
2022
Q3 		$31.2M Sell
189,939
-36,745
-16% -$6.71M 0.36% 65
2022
Q2 		$41.6M Sell
226,684
-5,957
-3% -$1.26M 0.45% 48
2022
Q1 		$51.9M Buy
232,641
+92,108
+66% +$19.3M 0.45% 43
2021
Q4 		$29M Buy
140,533
+15,791
+13% +$3.18M 0.24% 93
2021
Q3 		$23.9M Buy
124,742
+22,512
+22% +$4.69M 0.21% 100
2021
Q2 		$22M Sell
102,230
-692
-0.7% -$160K 0.19% 108
2021
Q1 		$23.9M Buy
102,922
+8,953
+10% +$1.85M 0.18% 85
2020
Q4 		$18.6M Buy
+93,969
New +$15.9M 0.12% 123

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $295B AUM 31.6% 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

Vontobel Holding's CAT Position: Q1 2026 in Review

Vontobel Holding increased its Caterpillar (CAT) stake by 4.9% in Q1 2026, buying an estimated $2.69M and bringing the position to 83,171 shares worth $58.9M. The position accounts for 0.2% of the portfolio, ranked #102.

Vontobel Holding first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vontobel Holding held 83,171 shares of Caterpillar worth $58.9M as of Q1 2026.
  • Vontobel Holding bought 3,878 Caterpillar shares in Q1 2026, an estimated $2.69M.
  • Caterpillar made up 0.2% of Vontobel Holding's portfolio in Q1 2026, its #102 holding.
  • Vontobel Holding first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.