Mackenzie Financial’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 | $388M | Sell |
363,903
-62,981
| -15% | -$55.3M | 0.39% | 52 |
|
|
2026
Q1 | $302M | Buy |
426,884
+81,379
| +24% | +$56.4M | 0.36% | 63 |
|
|
2025
Q4 | $199M | Buy |
345,505
+35,457
| +11% | +$19.7M | 0.24% | 95 |
|
|
2025
Q3 | $148M | Buy |
310,048
+141,692
| +84% | +$60.5M | 0.18% | 119 |
|
|
2025
Q2 | $65.4M | Sell |
168,356
-4,946
| -3% | -$1.65M | 0.08% | 197 |
|
|
2025
Q1 | $57.2M | Buy |
173,302
+2,491
| +1% | +$887K | 0.08% | 199 |
|
|
2024
Q4 | $62M | Buy |
170,811
+22,457
| +15% | +$8.71M | 0.08% | 194 |
|
|
2024
Q3 | $58M | Sell |
148,354
-30,606
| -17% | -$10.6M | 0.08% | 208 |
|
|
2024
Q2 | $59.6M | Buy |
178,960
+4,465
| +3% | +$1.55M | 0.09% | 186 |
|
|
2024
Q1 | $63.9M | Sell |
174,495
-5,865
| -3% | -$1.87M | 0.09% | 188 |
|
|
2023
Q4 | $53.3M | Sell |
180,360
-145,782
| -45% | -$37.8M | 0.08% | 205 |
|
|
2023
Q3 | $87.7M | Buy |
326,142
+66,767
| +26% | +$18.1M | 0.15% | 141 |
|
|
2023
Q2 | $64.2M | Sell |
259,375
-152,821
| -37% | -$34.1M | 0.1% | 176 |
|
|
2023
Q1 | $94.3M | Sell |
412,196
-71,398
| -15% | -$17.3M | 0.15% | 150 |
|
|
2022
Q4 | $116M | Buy |
483,594
+38,722
| +9% | +$8.43M | 0.19% | 124 |
|
|
2022
Q3 | $73M | Sell |
444,872
-217,846
| -33% | -$39.8M | 0.13% | 167 |
|
|
2022
Q2 | $118M | Sell |
662,718
-17,937
| -3% | -$3.78M | 0.19% | 127 |
|
|
2022
Q1 | $152M | Sell |
680,655
-1,180
| -0.2% | -$247K | 0.2% | 122 |
|
|
2021
Q4 | $141M | Buy |
681,835
+18,903
| +3% | +$3.81M | 0.19% | 133 |
|
|
2021
Q3 | $127M | Buy |
662,932
+78,754
| +13% | +$16.4M | 0.18% | 137 |
|
|
2021
Q2 | $127M | Sell |
584,178
-8,110
| -1% | -$1.87M | 0.18% | 139 |
|
|
2021
Q1 | $137M | Sell |
592,288
-127,119
| -18% | -$26.3M | 0.21% | 119 |
|
|
2020
Q4 | $131M | Buy |
719,407
+80,159
| +13% | +$13.6M | 0.28% | 106 |
|
|
2020
Q3 | $95.3M | Buy |
639,248
+284,526
| +80% | +$40M | 0.24% | 121 |
|
|
2020
Q2 | $44.9M | Sell |
354,722
-154,196
| -30% | -$18.3M | 0.12% | 180 |
|
|
2020
Q1 | $59.1M | Sell |
508,918
-245,138
| -33% | -$31.3M | 0.19% | 132 |
|
|
2019
Q4 | $111M | Buy |
754,056
+318,679
| +73% | +$44.5M | 0.27% | 95 |
|
|
2019
Q3 | $55M | Sell |
435,377
-138,025
| -24% | -$17.5M | 0.14% | 158 |
|
|
2019
Q2 | $78.1M | Sell |
573,402
-13,785
| -2% | -$1.82M | 0.2% | 121 |
|
|
2019
Q1 | $79.6M | Buy |
587,187
+427,402
| +267% | +$56.8M | 0.19% | 128 |
|
|
2018
Q4 | $20.3M | Buy |
159,785
+156,742
| +5,151% | +$20.4M | 0.05% | 248 |
|
|
2018
Q3 | $464K | Buy |
3,043
+126
| +4% | +$17.8K | ﹤0.01% | 896 |
|
|
2018
Q2 | $396K | Buy |
2,917
+767
| +36% | +$115K | ﹤0.01% | 836 |
|
|
2018
Q1 | $317K | Buy |
+2,150
| New | +$339K | ﹤0.01% | 802 |
|
|
2017
Q1 | – | Sell |
-6,012
| Closed | -$558K | – | 647 |
|
|
2016
Q4 | $558K | Buy |
6,012
+178
| +3% | +$16.1K | ﹤0.01% | 504 |
|
|
2016
Q3 | $518K | Buy |
5,834
+60
| +1% | +$4.91K | ﹤0.01% | 494 |
|
|
2016
Q2 | $438K | Sell |
5,774
-33,974
| -85% | -$2.55M | ﹤0.01% | 777 |
|
|
2016
Q1 | $3.04M | Buy |
39,748
+5,398
| +16% | +$362K | 0.03% | 303 |
|
|
2015
Q4 | $2.33M | Buy |
34,350
+4,296
| +14% | +$300K | 0.01% | 388 |
|
|
2015
Q3 | $1.96M | Sell |
30,054
-7,122
| -19% | -$545K | 0.01% | 416 |
|
|
2015
Q2 | $3.15M | Buy |
37,176
+3,715
| +11% | +$319K | 0.02% | 363 |
|
|
2015
Q1 | $2.68M | Buy |
33,461
+4,517
| +16% | +$375K | 0.01% | 384 |
|
|
2014
Q4 | $2.65M | Buy |
28,944
+6,772
| +31% | +$659K | 0.01% | 388 |
|
|
2014
Q3 | $2.2M | Sell |
22,172
-34,095
| -61% | -$3.61M | 0.01% | 389 |
|
|
2014
Q2 | $6.12M | Sell |
56,267
-7,738
| -12% | -$812K | 0.03% | 311 |
|
|
2014
Q1 | $6.36M | Buy |
64,005
+5,442
| +9% | +$513K | 0.03% | 299 |
|
|
2013
Q4 | $5.32M | Sell |
58,563
-2,412
| -4% | -$206K | 0.03% | 304 |
|
|
2013
Q3 | $5.08M | Buy |
60,975
+2,620
| +4% | +$222K | 0.03% | 300 |
|
|
2013
Q2 | $4.81M | Buy |
+58,355
| New | +$4.96M | 0.02% | 317 |
|
Other funds holding CAT
Mackenzie Financial's CAT Position: Q2 2026 in Review
Mackenzie Financial reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $55.3M and leaving 363,903 shares worth $388M. The position accounts for 0.39% of the portfolio, ranked #52.
Mackenzie Financial first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Mackenzie Financial held 363,903 shares of Caterpillar worth $388M as of Q2 2026.
- Mackenzie Financial sold 62,981 Caterpillar shares in Q2 2026, an estimated $55.3M.
- Caterpillar made up 0.39% of Mackenzie Financial's portfolio in Q2 2026, its #52 holding.
- Mackenzie Financial first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.