Caterpillar shares owned by Bank Julius Baer & Co. Ltd, Zurich
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bank Julius Baer & Co. Ltd, Zurich
from 13F filings
Historical chart of Bank Julius Baer & Co. Ltd, Zurich investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Bank Julius Baer & Co. Ltd, Zurich
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254M | 532k | 477.15 |
| 2025-06-30 | $209M | 537k | 388.20 |
| 2025-03-31 | $196M | 539k | 363.63 |
| 2024-12-31 | $274M | 698k | 391.81 |
| 2024-09-30 | $278M | 622k | 446.50 |
| 2024-06-30 | $233M | 641k | 362.95 |
| 2023-12-31 | $143M | 482k | 295.67 |
| 2023-09-30 | $2.4M | 8.9k | 273.03 |
| 2023-06-30 | $2.1M | 8.7k | 246.11 |
| 2023-03-31 | $2.0M | 8.8k | 228.84 |
| 2022-12-31 | $575k | 2.4k | 239.38 |
| 2022-09-30 | $3.3M | 20k | 164.09 |
| 2022-06-30 | $2.3M | 13k | 178.74 |
| 2022-03-31 | $3.5M | 16k | 222.85 |
| 2021-12-31 | $7.7M | 37k | 206.75 |
| 2021-09-30 | $13M | 68k | 191.97 |
| 2021-06-30 | $18M | 83k | 217.63 |
| 2021-03-31 | $5.2M | 23k | 231.85 |
| 2020-12-31 | $5.0M | 33k | 150.69 |
| 2020-09-30 | $4.3M | 29k | 149.11 |
| 2020-06-30 | $3.3M | 29k | 116.09 |
| 2020-03-31 | $3.3M | 29k | 116.09 |
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