Bank of Nova Scotia
CAT icon

Bank of Nova Scotia’s Caterpillar CAT Stock Holding History

Bank of Nova Scotia’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-107
Closed -$61.3K – 1103
2025
Q4 		$61.3K Hold
107
– – ﹤0.01% 1069
2025
Q3 		$51.1K Hold
107
– – ﹤0.01% 1020
2025
Q2 		$41.5K Hold
107
– – ﹤0.01% 992
2025
Q1 		$35.3K Buy
+107
New +$38.1K ﹤0.01% 1013

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of Nova Scotia's CAT Position: Q2 2026 in Review

Bank of Nova Scotia reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $41.5M and leaving 294,412 shares worth $314M. The position accounts for 0.47% of the portfolio, ranked #36.

Bank of Nova Scotia first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bank of Nova Scotia held 294,412 shares of Caterpillar worth $314M as of Q2 2026.
  • Bank of Nova Scotia sold 47,267 Caterpillar shares in Q2 2026, an estimated $41.5M.
  • Caterpillar made up 0.47% of Bank of Nova Scotia's portfolio in Q2 2026, its #36 holding.
  • Bank of Nova Scotia first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bank of Nova Scotia's 13F filing for Q2 2026, filed 12 Aug 2026.