Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in CAT — Caterpillar Inc

CIK 1544599 ZURICH, V8

Position in CAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$649,822,213

+$181,924,057 QoQ

Shares Held

610,219

-7.6% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

#59

of 4,025 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Industrials · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $664,171,037 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	610,219	$649,822,213
2	DE	Deere & Co	22,267	$14,124,626
3	AGCO	Agco Corp /De	1,873	$224,198

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,822,213	610,219	-7.6%	Shares	Sole	2026-08-10
2026-03-31	$467,898,156	660,444	+20.1%	Shares	Sole	2026-05-05
2025-12-31	$315,009,182	549,879	+3.4%	Shares	Sole	2026-02-05
2025-09-30	$253,705,903	531,711	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$208,607,360	537,357	-9.7%	Shares	Sole	2025-08-14
2025-03-31	$196,168,008	594,809	-14.8%	Shares	Sole	2025-09-17
2024-12-31	$253,242,393	698,099	+12.2%	Shares	Sole	2025-02-07
2024-09-30	$243,269,599	621,982	-2.9%	Shares	Sole	2024-11-14
2024-06-30	$213,397,517	640,641	+4.7%	Shares	Sole	2024-08-14
2024-03-31	$224,217,784	611,898	+26.9%	Shares	Sole	2024-05-14
2023-12-31	$142,619,381	482,360	+5293.1%	Shares	Sole	2024-05-16
2023-09-30	$2,441,712	8,944	+3.1%	Shares	Sole	2023-11-13
2023-06-30	$2,135,467	8,679	-1.1%	Shares	Sole	2023-07-24
2023-03-31	$2,008,986	8,779	+265.5%	Shares	Sole	2023-05-11
2022-12-31	$575,423	2,402	-88.0%	Shares	Sole	2023-01-24
2022-09-30	$3,275,857	19,965	+52.1%	Shares	Sole	2022-11-04
2022-06-30	$2,346,225	13,125	-17.1%	Shares	Sole	2022-07-22
2022-03-31	$3,529,468	15,840	-57.5%	Shares	Sole	2022-05-09
2021-12-31	$7,696,723	37,229	-44.9%	Shares	Sole	2022-02-15
2021-09-30	$12,967,189	67,548	-18.1%	Shares	Sole	2021-11-12
2021-06-30	$17,944,028	82,452	+266.8%	Shares	Sole	2021-07-23
2021-03-31	$5,212,437	22,480	-17.4%	Shares	Sole	2021-05-10
2020-12-31	$4,954,948	27,222	-5.2%	Shares	Sole	2021-02-24
2020-09-30	$4,283,289	28,718	-0.5%	Shares	Sole	2020-11-10
2020-06-30	$3,649,272	28,848	+1.2%	Shares	Sole	2020-08-12
2020-03-31	$3,307,604	28,504	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.