IMCOOI
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Investment Management Corp of Ontario (IMCO)’s Caterpillar CAT Stock Holding History

Investment Management Corp of Ontario (IMCO)’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 		$57.7M Sell
54,182
-845
-2% -$742K 0.73% 23
2026
Q1 		$39M Buy
55,027
+11,172
+25% +$7.74M 0.5% 36
2025
Q4 		$25.1M Buy
43,855
+11,093
+34% +$6.17M 0.33% 53
2025
Q3 		$15.6M Buy
32,762
+10,687
+48% +$4.56M 0.24% 76
2025
Q2 		$8.57M Sell
22,075
-2,000
-8% -$667K 0.12% 106
2025
Q1 		$7.94M Buy
+24,075
New +$8.58M 0.16% 102
2024
Q4 		– Sell
-42,845
Closed -$16.8M – 377
2024
Q3 		$16.8M Sell
42,845
-494
-1% -$171K 0.37% 48
2024
Q2 		$14.4M Buy
43,339
+28,132
+185% +$9.75M 0.39% 44
2024
Q1 		$5.57M Sell
15,207
-3,700
-20% -$1.18M 0.17% 89
2023
Q4 		$5.59M Buy
18,907
+11,955
+172% +$3.1M 0.14% 126
2023
Q3 		$1.9M Sell
6,952
-17,875
-72% -$4.85M 0.07% 155
2023
Q2 		$6.11M Sell
24,827
-1,509
-6% -$336K 0.26% 44
2023
Q1 		$6.03M Buy
26,336
+9,075
+53% +$2.19M 0.25% 50
2022
Q4 		$4.14M Buy
+17,261
New +$3.76M 0.2% 54

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Investment Management Corp of Ontario (IMCO)'s CAT Position: Q2 2026 in Review

Investment Management Corp of Ontario (IMCO) reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $742K and leaving 54,182 shares worth $57.7M. The position accounts for 0.73% of the portfolio, ranked #23.

Investment Management Corp of Ontario (IMCO) first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Investment Management Corp of Ontario (IMCO) held 54,182 shares of Caterpillar worth $57.7M as of Q2 2026.
  • Investment Management Corp of Ontario (IMCO) sold 845 Caterpillar shares in Q2 2026, an estimated $742K.
  • Caterpillar made up 0.73% of Investment Management Corp of Ontario (IMCO)'s portfolio in Q2 2026, its #23 holding.
  • Investment Management Corp of Ontario (IMCO) first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investment Management Corp of Ontario (IMCO)'s 13F filing for Q2 2026, filed 14 Aug 2026.