Canada Life’s Caterpillar CAT Stock Holding History

Canada Life’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	$225M	Buy	316,889 +4,910	+2%	+$3.4M	0.4%	43
2025 Q4	$179M	Buy	311,979 +24,285	+8%	+$13.5M	0.31%	54
2025 Q3	$136M	Buy	287,694 +3,894	+1%	+$1.66M	0.19%	101
2025 Q2	$110M	Sell	283,800 -5,123	-2%	-$1.71M	0.17%	114
2025 Q1	$95.4M	Buy	288,923 +1,434	+0.5%	+$511K	0.17%	119
2024 Q4	$104M	Sell	287,489 -23,665	-8%	-$9.18M	0.18%	101
2024 Q3	$122M	Buy	311,154 +11,100	+4%	+$3.83M	0.21%	87
2024 Q2	$100M	Buy	300,054 +80,900	+37%	+$28.1M	0.19%	102
2024 Q1	$80.3M	Buy	219,154 +13,257	+6%	+$4.24M	0.16%	126
2023 Q4	$60.7M	Sell	205,897 -71,654	-26%	-$18.6M	0.13%	148
2023 Q3	$75.8M	Buy	277,551 +17,308	+7%	+$4.7M	0.18%	108
2023 Q2	$64.3M	Sell	260,243 -60,604	-19%	-$13.5M	0.15%	128
2023 Q1	$73.3M	Buy	320,847 +1,319	+0.4%	+$319K	0.18%	115
2022 Q4	$76.8M	Sell	319,528 -25,655	-7%	-$5.58M	0.2%	109
2022 Q3	$56.6M	Buy	345,183 +989	+0.3%	+$181K	0.16%	121
2022 Q2	$61.6M	Sell	344,194 -62,080	-15%	-$13.1M	0.16%	126
2022 Q1	$94.4M	Sell	406,274 -25,686	-6%	-$5.39M	0.2%	100
2021 Q4	$89.1M	Buy	431,960 +128,166	+42%	+$25.8M	0.18%	106
2021 Q3	$58.7M	Sell	303,794 -56,295	-16%	-$11.7M	0.14%	152
2021 Q2	$78.3M	Sell	360,089 -3,304	-0.9%	-$763K	0.18%	116
2021 Q1	$84M	Sell	363,393 -76,363	-17%	-$15.8M	0.2%	99
2020 Q4	$80M	Buy	439,756 +43,692	+11%	+$7.41M	0.15%	149
2020 Q3	$59M	Sell	396,064 -3,716	-0.9%	-$522K	0.13%	167
2020 Q2	$50.4M	Buy	399,780 +15,480	+4%	+$1.84M	0.12%	188
2020 Q1	$44.8M	Sell	384,300 -3,180	-0.8%	-$406K	0.12%	185
2019 Q4	$56.8M	Sell	387,480 -8,977	-2%	-$1.25M	0.12%	180
2019 Q3	$50.1M	Sell	396,457 -137,206	-26%	-$17.4M	0.12%	203
2019 Q2	$72.7M	Buy	533,663 +49,933	+10%	+$6.6M	0.17%	138
2019 Q1	$65.4M	Buy	483,730 +8,683	+2%	+$1.15M	0.17%	137
2018 Q4	$58M	Sell	475,047 -20,453	-4%	-$2.66M	0.17%	135
2018 Q3	$75.6M	Buy	495,500 +45,011	+10%	+$6.37M	0.18%	128
2018 Q2	$61.1M	Sell	450,489 -66,201	-13%	-$9.89M	0.14%	158
2018 Q1	$76.2M	Sell	516,690 -13,813	-3%	-$2.18M	0.18%	124
2017 Q4	$83.5M	Buy	530,503 +89,313	+20%	+$12.4M	0.2%	108
2017 Q3	$55.2M	Buy	441,190 +6,468	+1%	+$745K	0.14%	162
2017 Q2	$46.7M	Sell	434,722 -33,145	-7%	-$3.37M	0.12%	179
2017 Q1	$43.4M	Sell	467,867 -4,472	-0.9%	-$423K	0.12%	185
2016 Q4	$43.9M	Sell	472,339 -10,563	-2%	-$957K	0.12%	175
2016 Q3	$42.8M	Buy	482,902 +10,374	+2%	+$849K	0.12%	174
2016 Q2	$35.8M	Sell	472,528 -40,053	-8%	-$3M	0.11%	203
2016 Q1	$39.2M	Buy	512,581 +36,516	+8%	+$2.45M	0.14%	164
2015 Q4	$32.4M	Buy	476,065 +4,266	+0.9%	+$298K	0.12%	186
2015 Q3	$30.8M	Sell	471,799 -63,014	-12%	-$4.82M	0.12%	180
2015 Q2	$45.3M	Sell	534,813 -26,163	-5%	-$2.25M	0.16%	152
2015 Q1	$44.8M	Buy	560,976 +44,096	+9%	+$3.66M	0.15%	153
2014 Q4	$47.2M	Sell	516,880 -3,322	-0.6%	-$323K	0.16%	151
2014 Q3	$51.6M	Sell	520,202 -71,902	-12%	-$7.62M	0.17%	136
2014 Q2	$64.2M	Buy	592,104 +887	+0.2%	+$93.1K	0.21%	112
2014 Q1	$58.4M	Buy	591,217 +18,716	+3%	+$1.77M	0.21%	110
2013 Q4	$52.2M	Sell	572,501 -7,434	-1%	-$635K	0.19%	115
2013 Q3	$48.3M	Buy	579,935 +459,764	+383%	+$38.9M	0.19%	113
2013 Q2	$9.92M	Buy	+120,171	New	+$10.2M	0.07%	235

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canada Life's CAT Position: Q1 2026 in Review

Canada Life increased its Caterpillar (CAT) stake by 1.6% in Q1 2026, buying an estimated $3.4M and bringing the position to 316,889 shares worth $225M. The position accounts for 0.4% of the portfolio, ranked #43.

Canada Life first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Canada Life held 316,889 shares of Caterpillar worth $225M as of Q1 2026.
Canada Life bought 4,910 Caterpillar shares in Q1 2026, an estimated $3.4M.
Caterpillar made up 0.4% of Canada Life's portfolio in Q1 2026, its #43 holding.
Canada Life first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.