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
2021 Q1	–	Sell	-5,500	Closed	-$1.09M	–	1006
2020 Q4	$1.09M	Buy	+5,500	New	+$933K	0.01%	518

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

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.