Zurich Cantonal Bank’s Caterpillar CAT Stock Holding History

Zurich Cantonal 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	$183M	Sell	258,026 -1,680	-0.6%	-$1.16M	0.4%	30
2025 Q4	$149M	Sell	259,706 -650	-0.2%	-$361K	0.32%	48
2025 Q3	$124M	Sell	260,356 -25,908	-9%	-$11.1M	0.29%	59
2025 Q2	$111M	Buy	286,264 +10,886	+4%	+$3.63M	0.27%	63
2025 Q1	$90.8M	Buy	275,378 +12,352	+5%	+$4.4M	0.26%	62
2024 Q4	$95.4M	Buy	263,026 +3,317	+1%	+$1.29M	0.27%	63
2024 Q3	$102M	Sell	259,709 -7,595	-3%	-$2.62M	0.3%	57
2024 Q2	$89M	Buy	267,304 +18,399	+7%	+$6.38M	0.29%	57
2024 Q1	$91.2M	Buy	248,905 +32,145	+15%	+$10.3M	0.32%	55
2023 Q4	$64.1M	Sell	216,760 -2,094	-1%	-$543K	0.25%	76
2023 Q3	$59.7M	Buy	218,854 +31,385	+17%	+$8.51M	0.26%	74
2023 Q2	$46.1M	Sell	187,469 -46,664	-20%	-$10.4M	0.2%	97
2023 Q1	$53.6M	Buy	234,133 +30,543	+15%	+$7.38M	0.26%	79
2022 Q4	$48.8M	Sell	203,590 -17,091	-8%	-$3.72M	0.26%	80
2022 Q3	$36.2M	Sell	220,681 -20,313	-8%	-$3.71M	0.21%	92
2022 Q2	$43.1M	Buy	240,994 +28,426	+13%	+$5.99M	0.25%	83
2022 Q1	$47.4M	Buy	212,568 +42,609	+25%	+$8.94M	0.23%	88
2021 Q4	$35.1M	Buy	169,959 +22,533	+15%	+$4.54M	0.17%	115
2021 Q3	$28.3M	Sell	147,426 -28,424	-16%	-$5.92M	0.15%	127
2021 Q2	$38.3M	Sell	175,850 -7,097	-4%	-$1.64M	0.21%	93
2021 Q1	$42.4M	Sell	182,947 -20,588	-10%	-$4.26M	0.25%	84
2020 Q4	$37M	Buy	203,535 +43,923	+28%	+$7.45M	0.23%	90
2020 Q3	$23.8M	Buy	159,612 +22,498	+16%	+$3.16M	0.17%	112
2020 Q2	$17.3M	Sell	137,114 -9,688	-7%	-$1.15M	0.15%	132
2020 Q1	$17M	Buy	146,802 +14,096	+11%	+$1.8M	0.16%	132
2019 Q4	$19.6M	Buy	132,706 +1,850	+1%	+$258K	0.15%	147
2019 Q3	$16.5M	Buy	130,856 +7,194	+6%	+$914K	0.14%	158
2019 Q2	$16.9M	Sell	123,662 -25,583	-17%	-$3.38M	0.14%	152
2019 Q1	$20.2M	Sell	149,245 -106,126	-42%	-$14.1M	0.18%	127
2018 Q4	$32.5M	Sell	255,371 -4,319	-2%	-$562K	0.33%	59
2018 Q3	$39.6M	Buy	259,690 +10,595	+4%	+$1.5M	0.34%	55
2018 Q2	$33.8M	Buy	249,095 +25,672	+11%	+$3.84M	0.3%	67
2018 Q1	$32.9M	Sell	223,423 -3,631	-2%	-$573K	0.3%	67
2017 Q4	$35.8M	Buy	227,054 +87,592	+63%	+$12.1M	0.32%	57
2017 Q3	$17.4M	Sell	139,462 -14,218	-9%	-$1.64M	0.16%	141
2017 Q2	$16.5M	Sell	153,680 -14,544	-9%	-$1.48M	0.16%	143
2017 Q1	$15.6M	Sell	168,224 -151,589	-47%	-$14.3M	0.15%	154
2016 Q4	$29.7M	Buy	319,813 +176,806	+124%	+$16M	0.31%	73
2016 Q3	$12.7M	Buy	143,007 +37,242	+35%	+$3.05M	0.13%	172
2016 Q2	$8.02M	Sell	105,765 -1,132	-1%	-$84.8K	0.1%	206
2016 Q1	$8.18M	Sell	106,897 -18,046	-14%	-$1.21M	0.1%	207
2015 Q4	$8.49M	Buy	124,943 +5,345	+4%	+$374K	0.11%	184
2015 Q3	$7.82M	Buy	119,598 +1,478	+1%	+$113K	0.11%	178
2015 Q2	$10M	Buy	118,120 +30,671	+35%	+$2.64M	0.14%	154
2015 Q1	$7M	Buy	87,449 +1,229	+1%	+$102K	0.1%	209
2014 Q4	$7.89M	Buy	86,220 +17,721	+26%	+$1.72M	0.24%	89
2014 Q3	$6.78M	Sell	68,499 -15,664	-19%	-$1.66M	0.22%	98
2014 Q2	$9.15M	Sell	84,163 -104,988	-56%	-$11M	0.27%	86
2014 Q1	$18.8M	Buy	189,151 +28,267	+18%	+$2.67M	0.58%	32
2013 Q4	$14.6M	Sell	160,884 -4,044	-2%	-$345K	0.48%	39
2013 Q3	$13.8M	Sell	164,928 -744	-0.4%	-$62.9K	0.48%	36
2013 Q2	$13.7M	Buy	+165,672	New	+$14.1M	0.48%	39

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

Zurich Cantonal Bank's CAT Position: Q1 2026 in Review

Zurich Cantonal Bank reduced its Caterpillar (CAT) stake by 0.65% in Q1 2026, selling an estimated $1.16M and leaving 258,026 shares worth $183M. The position accounts for 0.4% of the portfolio, ranked #30.

Zurich Cantonal Bank first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Zurich Cantonal Bank held 258,026 shares of Caterpillar worth $183M as of Q1 2026.
Zurich Cantonal Bank sold 1,680 Caterpillar shares in Q1 2026, an estimated $1.16M.
Caterpillar made up 0.4% of Zurich Cantonal Bank's portfolio in Q1 2026, its #30 holding.
Zurich Cantonal Bank first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.