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 Q2	$1.06M	Buy	+1,000	New	+$878K	﹤0.01%	796
2026 Q1	–	Sell	-9,000	Closed	-$5.16M	–	1247
2025 Q4	$5.16M	Buy	9,000 +3,500	+64%	+$1.95M	0.02%	382
2025 Q3	$2.62M	Sell	5,500 -1,000	-15%	-$427K	0.01%	500
2025 Q2	$2.52M	Buy	+6,500	New	+$2.17M	0.01%	486
2021 Q1	–	Sell	-1,000	Closed	-$197K	–	1005
2020 Q4	$197K	Buy	+1,000	New	+$170K	﹤0.01%	906

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vontobel Holding's CAT Position: Q2 2026 in Review

Vontobel Holding increased its Caterpillar (CAT) stake by 0.46% in Q2 2026, buying an estimated $334K and bringing the position to 83,551 shares worth $89M. The position accounts for 0.28% of the portfolio, ranked #85.

Vontobel Holding first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vontobel Holding held 83,551 shares of Caterpillar worth $89M as of Q2 2026.
Vontobel Holding bought 380 Caterpillar shares in Q2 2026, an estimated $334K.
Caterpillar made up 0.28% of Vontobel Holding's portfolio in Q2 2026, its #85 holding.
Vontobel Holding first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.