National Bank of Canada
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National Bank of Canada’s Caterpillar CAT Stock Holding History

National Bank of Canada’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 		$199M Sell
280,245
-121,413
-30% -$84.1M 0.18% 102
2025
Q4 		$230M Sell
401,658
-320,134
-44% -$178M 0.21% 89
2025
Q3 		$344M Buy
721,792
+209,035
+41% +$89.2M 0.34% 62
2025
Q2 		$199M Buy
512,757
+318,652
+164% +$106M 0.19% 107
2025
Q1 		$64M Sell
194,105
-101,796
-34% -$36.3M 0.07% 253
2024
Q4 		$107M Sell
295,901
-49,915
-14% -$19.4M 0.11% 175
2024
Q3 		$135M Sell
345,816
-45,612
-12% -$15.8M 0.15% 131
2024
Q2 		$129M Buy
391,428
+202,554
+107% +$70.2M 0.18% 106
2024
Q1 		$67M Sell
188,874
-275,939
-59% -$88.2M 0.1% 177
2023
Q4 		$136M Buy
464,813
+67,615
+17% +$17.5M 0.22% 105
2023
Q3 		$108M Buy
397,198
+25,506
+7% +$6.92M 0.16% 122
2023
Q2 		$91.7M Buy
371,692
+230,211
+163% +$51.3M 0.17% 118
2023
Q1 		$32.4M Sell
141,481
-12,197
-8% -$2.95M 0.08% 205
2022
Q4 		$36.8M Buy
153,678
+43,348
+39% +$9.44M 0.09% 187
2022
Q3 		$18.3M Sell
110,330
-24,253
-18% -$4.43M 0.1% 227
2022
Q2 		$24.2M Buy
134,583
+315
+0.2% +$66.4K 0.11% 207
2022
Q1 		$30.6M Buy
134,268
+74,443
+124% +$15.6M 0.09% 209
2021
Q4 		$12.4M Buy
+59,825
New +$12M 0.04% 342

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Bank of Canada's CAT Position: Q1 2026 in Review

National Bank of Canada reduced its Caterpillar (CAT) stake by 30% in Q1 2026, selling an estimated $84.1M and leaving 280,245 shares worth $199M. The position accounts for 0.18% of the portfolio, ranked #102.

National Bank of Canada first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $344M in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • National Bank of Canada held 280,245 shares of Caterpillar worth $199M as of Q1 2026.
  • National Bank of Canada sold 121,413 Caterpillar shares in Q1 2026, an estimated $84.1M.
  • Caterpillar made up 0.18% of National Bank of Canada's portfolio in Q1 2026, its #102 holding.
  • National Bank of Canada first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Caterpillar position peaked at $344M in Q3 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.