OTPPB
CAT icon

Ontario Teachers' Pension Plan Board’s Caterpillar CAT Stock Holding History

Ontario Teachers' Pension Plan Board’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
2024
Q4 		– Sell
-6,649
Closed -$2.6M – 437
2024
Q3 		$2.6M Sell
6,649
-9,877
-60% -$3.41M 0.02% 70
2024
Q2 		$5.5M Buy
+16,526
New +$5.73M 0.05% 60
2022
Q4 		– Sell
-2,138,516
Closed -$351M – 510
2022
Q3 		$351M Buy
2,138,516
+49,232
+2% +$8.99M 4.91% 8
2022
Q2 		$373M Buy
2,089,284
+145,409
+7% +$30.6M 5.23% 7
2022
Q1 		$433M Buy
+1,943,875
New +$408M 5.24% 7
2018
Q4 		– Sell
-1,843
Closed -$281K – 537
2018
Q3 		$281K Buy
1,843
+236
+15% +$33.4K ﹤0.01% 521
2018
Q2 		$218K Buy
+1,607
New +$240K ﹤0.01% 543
2018
Q1 		– Sell
-16,628
Closed -$2.62M – 473
2017
Q4 		$2.62M Sell
16,628
-3,516
-17% -$488K 0.03% 376
2017
Q3 		$2.51M Buy
20,144
+6,494
+48% +$748K 0.03% 372
2017
Q2 		$1.47M Sell
13,650
-11,142
-45% -$1.13M 0.02% 428
2017
Q1 		$2.3M Sell
24,792
-4,533
-15% -$429K 0.03% 398
2016
Q4 		$2.72M Buy
29,325
+5,092
+21% +$461K 0.03% 381
2016
Q3 		$2.15M Sell
24,233
-8,894
-27% -$728K 0.02% 409
2016
Q2 		$2.51M Buy
33,127
+1,320
+4% +$98.9K 0.03% 381
2016
Q1 		$2.44M Sell
31,807
-1,521
-5% -$102K 0.03% 368
2015
Q4 		$2.27M Sell
33,328
-26
-0.1% -$1.82K 0.02% 378
2015
Q3 		$2.18M Sell
33,354
-63,306
-65% -$4.84M 0.02% 404
2015
Q2 		$8.2M Buy
96,660
+14,612
+18% +$1.26M 0.06% 254
2015
Q1 		$6.57M Sell
82,048
-15,431
-16% -$1.28M 0.05% 319
2014
Q4 		$8.92M Sell
97,479
-13,614
-12% -$1.33M 0.07% 177
2014
Q3 		$11M Buy
111,093
+7,532
+7% +$798K 0.09% 151
2014
Q2 		$11.3M Sell
103,561
-378
-0.4% -$39.7K 0.09% 140
2014
Q1 		$10.3M Sell
103,939
-23,738
-19% -$2.24M 0.09% 149
2013
Q4 		$11.6M Sell
127,677
-23,228
-15% -$1.98M 0.1% 153
2013
Q3 		$12.6M Sell
150,905
-3,645
-2% -$308K 0.09% 162
2013
Q2 		$12.7M Buy
+154,550
New +$13.1M 0.09% 156

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's CAT Position: Q4 2024 in Review

Ontario Teachers' Pension Plan Board sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 6,649 shares — an estimated $2.6M sold.

Ontario Teachers' Pension Plan Board first reported a position in CAT in Q2 2013 and held it in 26 quarters. The position peaked at $433M in Q1 2022. 3,005 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • Ontario Teachers' Pension Plan Board reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 6,649 Caterpillar shares in Q4 2024, an estimated $2.6M.
  • Ontario Teachers' Pension Plan Board first reported a position in Caterpillar in Q2 2013 and held it in 26 quarters.
  • Ontario Teachers' Pension Plan Board's Caterpillar position peaked at $433M in Q1 2022.
  • 3,005 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2024, filed 13 Feb 2025.