Position in CAT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$58,923,323
+$13,498,746 QoQ
Shares Held
83,171
+4.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Dec 31, 2025CallValue
$5,155,830
CallShares
9,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Vontobel Holding Ltd. holds $92,321,407 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
83,171 | $58,923,323 | |
| 2 | DE |
Deere & Co
|
35,135 | $19,791,543 | |
| 3 | AGCO |
Agco Corp /De
|
55,166 | $6,392,083 | |
| 4 | AEBI |
Aebi Schmidt Holding AG
|
521,019 | $5,059,094 | |
| 5 | BLBD |
Blue Bird Corp
|
13,809 | $784,213 | |
| 6 | PCAR |
Paccar Inc
|
6,757 | $780,433 | |
| 7 | TEX |
Terex Corp
|
6,508 | $384,622 | |
| 8 | CNH |
CNH Industrial N.V.
|
18,736 | $206,096 |
All Filings in CAT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,923,323 | 83,171 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,155,830 | 9,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $45,424,577 | 79,293 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,624,325 | 5,500 | Call | Defined | 2025-10-15 | |
| 2025-09-30 | $45,691,880 | 95,760 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,523,365 | 6,500 | Call | Defined | 2025-07-23 | |
| 2025-06-30 | $41,292,730 | 106,367 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $36,889,117 | 111,853 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $38,479,038 | 106,073 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $38,938,341 | 99,556 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $35,886,193 | 107,734 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $41,475,477 | 113,188 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $33,785,025 | 114,266 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $25,913,706 | 94,922 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $27,181,142 | 110,470 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $23,068,672 | 100,807 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $33,636,138 | 140,408 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,165,188 | 189,939 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $40,522,030 | 226,684 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $51,837,066 | 232,641 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,053,789 | 140,533 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,946,720 | 124,742 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $22,248,312 | 102,230 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $23,864,522 | 102,922 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $182,020 | 1,000 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $1,001,110 | 5,500 | Put | Defined | 2021-02-12 | |
| 2020-12-31 | $17,104,235 | 93,969 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||