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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, 2026

Lombard 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) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
12,545 $13,359,170

All Filings in CAT

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,359,170 12,545
2026-03-31 $7,980,801 11,265
2021-06-30 $510,777 2,347
2021-03-31 $256,448 1,106
2020-03-31 $252,038 2,172