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
Q3 		$56.2M Sell
69,361
-14,190
-17% -$12M 0.2% 115
2026
Q2 		$89M Buy
83,551
+380
+0.5% +$334K 0.28% 85
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% -$9.6M 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vontobel Holding's CAT Position: Q3 2026 in Review

Vontobel Holding reduced its Caterpillar (CAT) stake by 17% in Q3 2026, selling an estimated $12M and leaving 69,361 shares worth $56.2M. The position accounts for 0.2% of the portfolio, ranked #115.

Vontobel Holding first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $89M in Q2 2026. 2,059 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Vontobel Holding held 69,361 shares of Caterpillar worth $56.2M as of Q3 2026.
  • Vontobel Holding sold 14,190 Caterpillar shares in Q3 2026, an estimated $12M.
  • Caterpillar made up 0.2% of Vontobel Holding's portfolio in Q3 2026, its #115 holding.
  • Vontobel Holding first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Caterpillar position peaked at $89M in Q2 2026.
  • 2,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.