Lombard Odier Asset Management (Switzerland) SA
Position in CAT — Caterpillar Inc
CIK 1535660
PETIT-LANCY, V8
Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,359,170
+$5,378,369 QoQ
Shares Held
12,545
+11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#727
of 4,046 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Lombard Odier Asset Management (Switzerland) SA holds $26,412,183 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.6% of the industry book) .
All Filings in CAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,359,170 | 12,545 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,980,801 | 11,265 | Shares | Other | 2026-05-15 | |
| 2021-06-30 | $510,777 | 2,347 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $256,448 | 1,106 | Shares | Other | 2021-05-17 | |
| 2020-03-31 | $252,038 | 2,172 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||