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

Bank Julius Baer & Co. Ltd, Zurich

  • $27 Billion
  • Q1 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 538,454 shares of CAT stock, worth $174 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
538,454
Previous 698,099 22.87%
Holding current value
$174 Million
Previous $253 Million 29.88%
% of portfolio
0.66%
Previous 0.87%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
SELL
$226.05 - $298.12 $112 Million - $147 Million
-493,524 Reduced 80.65%
118,374 $35 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

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
3,279
Shares Held
342M
Call Options Held
5.59M
Put Options Held
6.95M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $171B
  • 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...
More about CAT
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