Bank of Nova Scotia
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Nova Scotia's CAT Position: Q1 2026 in Review

Bank of Nova Scotia reduced its Caterpillar (CAT) stake by 16% in Q1 2026, selling an estimated $44.6M and leaving 341,679 shares worth $242M. The position accounts for 0.42% of the portfolio, ranked #41.

Bank of Nova Scotia first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,741 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bank of Nova Scotia held 341,679 shares of Caterpillar worth $242M as of Q1 2026.
  • Bank of Nova Scotia sold 64,325 Caterpillar shares in Q1 2026, an estimated $44.6M.
  • Caterpillar made up 0.42% of Bank of Nova Scotia's portfolio in Q1 2026, its #41 holding.
  • Bank of Nova Scotia first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,741 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bank of Nova Scotia's 13F filing for Q1 2026, filed 14 May 2026.