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TD Waterhouse Canada’s Caterpillar CAT Stock Holding History

TD Waterhouse 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
Q2 		$193M Buy
194,396
+15,342
+9% +$13.5M 0.51% 38
2026
Q1 		$131M Buy
179,054
+77,989
+77% +$54M 0.39% 54
2025
Q4 		$57.9M Buy
101,065
+39,144
+63% +$21.8M 0.36% 64
2025
Q3 		$29.8M Sell
61,921
-508
-0.8% -$217K 0.19% 104
2025
Q2 		$24.4M Buy
62,429
+213
+0.3% +$71K 0.17% 106
2025
Q1 		$20.5M Sell
62,216
-10,276
-14% -$3.66M 0.17% 119
2024
Q4 		$26.3M Sell
72,492
-1,248
-2% -$484K 0.21% 91
2024
Q3 		$28.9M Sell
73,740
-6,991
-9% -$2.41M 0.23% 83
2024
Q2 		$26.6M Buy
80,731
+18,877
+31% +$6.55M 0.24% 86
2024
Q1 		$23.7M Buy
61,854
+4,027
+7% +$1.29M 0.18% 103
2023
Q4 		$16.8M Buy
57,827
+8,257
+17% +$2.14M 0.16% 112
2023
Q3 		$13.7M Sell
49,570
-1,293
-3% -$351K 0.14% 118
2023
Q2 		$12.7M Sell
50,863
-8,642
-15% -$1.93M 0.13% 122
2023
Q1 		$14.5M Sell
59,505
-2,345
-4% -$567K 0.15% 108
2022
Q4 		$15.7M Buy
61,850
+1,549
+3% +$337K 0.17% 96
2022
Q3 		$10.5M Buy
60,301
+561
+0.9% +$102K 0.12% 118
2022
Q2 		$10.8M Buy
59,740
+10,094
+20% +$2.13M 0.12% 117
2022
Q1 		$11.1M Sell
49,646
-592
-1% -$124K 0.11% 128
2021
Q4 		$11.1M Buy
+50,238
New +$10.1M 0.11% 131

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

TD Waterhouse Canada's CAT Position: Q2 2026 in Review

TD Waterhouse Canada increased its Caterpillar (CAT) stake by 8.6% in Q2 2026, buying an estimated $13.5M and bringing the position to 194,396 shares worth $193M. The position accounts for 0.51% of the portfolio, ranked #38.

TD Waterhouse Canada first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TD Waterhouse Canada held 194,396 shares of Caterpillar worth $193M as of Q2 2026.
  • TD Waterhouse Canada bought 15,342 Caterpillar shares in Q2 2026, an estimated $13.5M.
  • Caterpillar made up 0.51% of TD Waterhouse Canada's portfolio in Q2 2026, its #38 holding.
  • TD Waterhouse Canada first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.