Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Caterpillar CAT Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
Q2 		$143M Buy
134,492
+64,268
+92% +$56.5M 0.2% 86
2026
Q1 		$49.8M Sell
70,224
-81,276
-54% -$56.3M 0.08% 197
2025
Q4 		$86.8M Sell
151,500
-81,246
-35% -$45.2M 0.15% 126
2025
Q3 		$111M Buy
232,746
+213,985
+1,141% +$91.4M 0.2% 92
2025
Q2 		$7.28M Buy
18,761
+13,062
+229% +$4.35M 0.01% 449
2025
Q1 		$1.88M Buy
+5,699
New +$2.03M ﹤0.01% 647
2024
Q4 		– Sell
-90,000
Closed -$35.2M – 1002
2024
Q3 		$35.2M Buy
+90,000
New +$31.1M 0.08% 192
2023
Q2 		– Sell
-152,081
Closed -$34.8M – 1202
2023
Q1 		$34.8M Buy
152,081
+7,853
+5% +$1.9M 0.19% 88
2022
Q4 		$34.6M Buy
144,228
+117,740
+445% +$25.6M 0.17% 101
2022
Q3 		$4.35M Buy
26,488
+24,416
+1,178% +$4.46M 0.02% 433
2022
Q2 		$370K Buy
+2,072
New +$437K ﹤0.01% 1135
2022
Q1 		– Sell
-2,271
Closed -$470K – 1700
2021
Q4 		$470K Buy
+2,271
New +$457K ﹤0.01% 1244
2021
Q3 		– Sell
-101,400
Closed -$22.1M – 1711
2021
Q2 		$22.1M Buy
101,400
+73,206
+260% +$16.9M 0.05% 261
2021
Q1 		$6.54M Buy
+28,194
New +$5.84M 0.02% 414
2020
Q4 		– Sell
-78
Closed -$12K – 1488
2020
Q3 		$12K Hold
78
– – ﹤0.01% 997
2020
Q2 		$10K Buy
+78
New +$9.25K ﹤0.01% 786

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's CAT Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Caterpillar (CAT) stake by 92% in Q2 2026, buying an estimated $56.5M and bringing the position to 134,492 shares worth $143M. The position accounts for 0.2% of the portfolio, ranked #86.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in CAT in Q2 2020 and has held it in 16 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 134,492 shares of Caterpillar worth $143M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 64,268 Caterpillar shares in Q2 2026, an estimated $56.5M.
  • Caterpillar made up 0.2% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #86 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Caterpillar in Q2 2020 and has held it in 16 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.