Bank Julius Baer & Co. Ltd, Zurich Caterpillar Inc Transaction History

Bank Julius Baer & Co. Ltd, Zurich

$34.2 Billion
Q3 2025

A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Caterpillar Inc stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 531,711 shares of CAT stock, worth $294 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

531,711

Previous 537,357 1.05%

Holding current value

$294 Million

Previous $209 Million 21.62%

% of portfolio

0.74%

Previous 0.64%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$390.92 - $477.15 $2.21 Million - $2.69 Million	-5,646 Reduced 1.05%	531,711 $254 Million
Q2 2025 Aug 14, 2025	SELL	$273.94 - $388.21 $300,512 - $425,866	-1,097 Reduced 0.2%	537,357 $209 Million
Q1 2025 Sep 17, 2025	BUY	$326.75 - $407.63 $18.8 Million - $23.4 Million	57,452 Added 10.69%	594,809 $196 Million
Q1 2025 May 06, 2025	SELL	$326.75 - $407.63 $52.2 Million - $65.1 Million	-159,645 Reduced 22.87%	538,454 $178 Million
Q4 2024 Feb 07, 2025	BUY	$360.37 - $416.88 $27.4 Million - $31.7 Million	76,117 Added 12.24%	698,099 $253 Million

Q3 2024 Nov 14, 2024	SELL	$316.8 - $391.12 $5.91 Million - $7.3 Million	-18,659 Reduced 2.91%	621,982 $243 Million
Q2 2024 Aug 14, 2024	BUY	$321.47 - $379.3 $9.24 Million - $10.9 Million	28,743 Added 4.7%	640,641 $213 Million
Q1 2024 May 14, 2024	BUY	$278.63 - $366.43 $36.1 Million - $47.5 Million	129,538 Added 26.86%	611,898 $224 Million
Q4 2023 May 16, 2024	BUY	$226.05 - $298.12 $82.3 Million - $109 Million	363,986 Added 307.49%	482,360 $143 Million
Q4 2023 May 16, 2024	SELL	$226.05 - $298.12 $112 Million - $147 Million	-493,524 Reduced 80.65%	118,374 $35 Million
Q4 2023 Feb 02, 2024	BUY	$226.05 - $298.12 $107 Million - $141 Million	473,416 Added 5293.11%	482,360 $143 Million
Q3 2023 Nov 13, 2023	BUY	$240.58 - $288.65 $63,753 - $76,492	265 Added 3.05%	8,944 $2.44 Million
Q2 2023 Jul 24, 2023	BUY	$205.75 - $247.67 $1.79 Million - $2.15 Million	8,679 New	8,679 $2.14 Million
Q1 2023 May 11, 2023	BUY	$215.01 - $264.54 $1.37 Million - $1.69 Million	6,377 Added 265.49%	8,779 $2.01 Million
Q4 2022 Jan 24, 2023	SELL	$171.23 - $243.14 $3.01 Million - $4.27 Million	-17,563 Reduced 87.97%	2,402 $575,000
Q3 2022 Nov 04, 2022	BUY	$162.44 - $198.25 $1.11 Million - $1.36 Million	6,840 Added 52.11%	19,965 $3.28 Million
Q2 2022 Jul 22, 2022	SELL	$178.67 - $235.08 $485,089 - $638,242	-2,715 Reduced 17.14%	13,125 $2.35 Million
Q1 2022 May 09, 2022	SELL	$182.83 - $229.87 $3.91 Million - $4.92 Million	-21,389 Reduced 57.45%	15,840 $3.53 Million
Q4 2021 Feb 15, 2022	SELL	$188.94 - $214.25 $5.73 Million - $6.5 Million	-30,319 Reduced 44.89%	37,229 $7.7 Million
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $2.83 Million - $3.3 Million	-14,904 Reduced 18.08%	67,548 $13 Million
Q2 2021 Jul 23, 2021	BUY	$208.86 - $244.79 $12.5 Million - $14.7 Million	59,972 Added 266.78%	82,452 $17.9 Million
Q1 2021 May 10, 2021	SELL	$180.63 - $233.63 $856,547 - $1.11 Million	-4,742 Reduced 17.42%	22,480 $5.21 Million
Q4 2020 Feb 24, 2021	SELL	$146.71 - $182.21 $830,231 - $1.03 Million	-5,659 Reduced 17.21%	27,222 $4.96 Million
Q4 2020 Feb 12, 2021	BUY	$146.71 - $182.21 $610,753 - $758,540	4,163 Added 14.5%	32,881 $4.96 Million
Q3 2020 Nov 10, 2020	SELL	$125.73 - $153.87 $16,344 - $20,003	-130 Reduced 0.45%	28,718 $4.28 Million
Q2 2020 Aug 12, 2020	BUY	$104.48 - $137.72 $35,941 - $47,375	344 Added 1.21%	28,848 $3.65 Million
Q1 2020 May 13, 2020	BUY	$91.85 - $150.53 $2.62 Million - $4.29 Million	28,504 New	28,504 $3.31 Million

Others Institutions Holding CAT

# of Institutions

3,620

Shares Held

338M

Call Options Held

7.41M

Put Options Held

7.35M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

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Bank Julius Baer & Co. Ltd, Zurich Caterpillar Inc Transaction History