CI Investments Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.1M | Buy |
22,614
+11,725
| +108% | +$10.3M | 0.08% | 187 |
|
|
2026
Q1 | $7.71M | Sell |
10,889
-3
| -0% | -$2.08K | 0.04% | 250 |
|
|
2025
Q4 | $6.24M | Buy |
10,892
+8,308
| +322% | +$4.62M | 0.03% | 271 |
|
|
2025
Q3 | $1.23M | Buy |
2,584
+212
| +9% | +$90.5K | ﹤0.01% | 406 |
|
|
2025
Q2 | $921K | Sell |
2,372
-13
| -0.5% | -$4.33K | ﹤0.01% | 443 |
|
|
2025
Q1 | $787K | Sell |
2,385
-1,119
| -32% | -$399K | ﹤0.01% | 464 |
|
|
2024
Q4 | $1.27M | Buy |
3,504
+1,519
| +77% | +$589K | ﹤0.01% | 394 |
|
|
2024
Q3 | $776K | Sell |
1,985
-910
| -31% | -$314K | ﹤0.01% | 433 |
|
|
2024
Q2 | $964K | Buy |
2,895
+378
| +15% | +$131K | ﹤0.01% | 398 |
|
|
2024
Q1 | $922K | Buy |
2,517
+455
| +22% | +$145K | ﹤0.01% | 400 |
|
|
2023
Q4 | $610K | Sell |
2,062
-7,332
| -78% | -$1.9M | ﹤0.01% | 420 |
|
|
2023
Q3 | $2.56M | Buy |
9,394
+1,408
| +18% | +$382K | 0.01% | 308 |
|
|
2023
Q2 | $1.97M | Buy |
7,986
+150
| +2% | +$33.4K | 0.01% | 332 |
|
|
2023
Q1 | $1.79M | Sell |
7,836
-284
| -3% | -$68.7K | 0.01% | 340 |
|
|
2022
Q4 | $1.95M | Sell |
8,120
-1,590
| -16% | -$346K | 0.01% | 334 |
|
|
2022
Q3 | $1.59M | Buy |
9,710
+487
| +5% | +$89K | 0.01% | 352 |
|
|
2022
Q2 | $1.65M | Sell |
9,223
-3,649
| -28% | -$769K | 0.01% | 350 |
|
|
2022
Q1 | $2.87M | Sell |
12,872
-3,518
| -21% | -$738K | 0.01% | 363 |
|
|
2021
Q4 | $3.39M | Sell |
16,390
-810
| -5% | -$163K | 0.01% | 359 |
|
|
2021
Q3 | $3.3M | Sell |
17,200
-3,757
| -18% | -$782K | 0.01% | 375 |
|
|
2021
Q2 | $4.56M | Buy |
20,957
+6,404
| +44% | +$1.48M | 0.02% | 358 |
|
|
2021
Q1 | $3.37M | Sell |
14,553
-334
| -2% | -$69.1K | 0.01% | 328 |
|
|
2020
Q4 | $2.71M | Buy |
14,887
+8,443
| +131% | +$1.43M | 0.01% | 325 |
|
|
2020
Q3 | $961K | Buy |
+6,444
| New | +$905K | ﹤0.01% | 356 |
|
|
2020
Q1 | – | Sell |
-201,608
| Closed | -$29.8M | – | 577 |
|
|
2019
Q4 | $29.8M | Buy |
201,608
+201,470
| +145,993% | +$28.1M | 0.15% | 145 |
|
|
2019
Q3 | $17K | Buy |
138
+19
| +16% | +$2.41K | ﹤0.01% | 577 |
|
|
2019
Q2 | $16K | Sell |
119
-49,069
| -100% | -$6.48M | ﹤0.01% | 304 |
|
|
2019
Q1 | $6.66M | Sell |
49,188
-8,656
| -15% | -$1.15M | 0.04% | 223 |
|
|
2018
Q4 | $7.35M | Sell |
57,844
-125,628
| -68% | -$16.3M | 0.05% | 204 |
|
|
2018
Q3 | $28M | Buy |
183,472
+99,280
| +118% | +$14M | 0.21% | 124 |
|
|
2018
Q2 | $11.4M | Sell |
84,192
-413,847
| -83% | -$61.8M | 0.09% | 173 |
|
|
2018
Q1 | $73.4M | Sell |
498,039
-167,632
| -25% | -$26.5M | 0.85% | 39 |
|
|
2017
Q4 | $105M | Buy |
665,671
+665,505
| +400,907% | +$92.3M | 1.08% | 33 |
|
|
2017
Q3 | $21K | Buy |
166
+4
| +2% | +$461 | ﹤0.01% | 197 |
|
|
2017
Q2 | $17K | Buy |
+162
| New | +$16.5K | ﹤0.01% | 176 |
|
|
2015
Q3 | – | Sell |
-10,000
| Closed | -$848K | – | 182 |
|
|
2015
Q2 | $848K | Buy |
+10,000
| New | +$860K | 0.01% | 175 |
|
Other funds holding CAT
CI Investments Inc's CAT Position: Q2 2026 in Review
CI Investments Inc increased its Caterpillar (CAT) stake by 108% in Q2 2026, buying an estimated $10.3M and bringing the position to 22,614 shares worth $24.1M. The position accounts for 0.08% of the portfolio, ranked #187.
CI Investments Inc first reported a position in CAT in Q2 2015 and has held it in 36 quarters since. The position peaked at $105M in Q4 2017. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- CI Investments Inc held 22,614 shares of Caterpillar worth $24.1M as of Q2 2026.
- CI Investments Inc bought 11,725 Caterpillar shares in Q2 2026, an estimated $10.3M.
- Caterpillar made up 0.08% of CI Investments Inc's portfolio in Q2 2026, its #187 holding.
- CI Investments Inc first reported a position in Caterpillar in Q2 2015 and has held it in 36 quarters since.
- CI Investments Inc's Caterpillar position peaked at $105M in Q4 2017.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.