SEC 13F Intelligence

Canada Life Assurance Co / CAT

Canada Life Assurance Co’s Caterpillar Inc Position

Does Canada Life Assurance Co own Caterpillar Inc (CAT)? Yes316.9K shares worth $225M (+0.40% of its 13F portfolio) as of Q1 2026, up from 312.0K shares the prior filed quarter.

Position Value
$225M
Q1 2026
Shares
316.9K
% of Portfolio
+0.40%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q1 ’19: $65MQ1 ’19Q2 ’19: $73MQ3 ’19: $50MQ4 ’19: $57MQ1 ’20: $45MQ1 ’20Q2 ’20: $50MQ3 ’20: $59MQ4 ’20: $80MQ1 ’21: $84MQ1 ’21Q2 ’21: $78MQ3 ’21: $59MQ4 ’21: $89MQ1 ’22: $94MQ1 ’22Q2 ’22: $62MQ3 ’22: $57MQ4 ’22: $77MQ1 ’23: $73MQ1 ’23Q2 ’23: $64MQ3 ’23: $76MQ4 ’23: $61MQ1 ’24: $80MQ1 ’24Q2 ’24: $100MQ3 ’24: $122MQ4 ’24: $104MQ1 ’25: $95MQ1 ’25Q2 ’25: $110MQ3 ’25: $136MQ4 ’25: $179MQ1 ’26: $225MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026316.9K$225M+0.40%
Q4 2025312.0K$179M+0.31%
Q3 2025287.7K$136M+0.19%
Q2 2025283.8K$110M+0.17%
Q1 2025288.9K$95M+0.17%
Q4 2024287.5K$104M+0.18%
Q3 2024311.2K$122M+0.21%
Q2 2024300.1K$100M+0.19%
Q1 2024219.2K$80M+0.16%
Q4 2023205.9K$61M+0.13%
Q3 2023277.6K$76M+0.18%
Q2 2023260.2K$64M+0.15%
Q1 2023320.8K$73M+0.18%
Q4 2022319.5K$77M+0.20%
Q3 2022345.2K$57M+0.16%
Q2 2022344.2K$62M+0.16%
Q1 2022406.3K$94M+0.20%
Q4 2021432.0K$89M+0.18%
Q3 2021303.8K$59M+0.14%
Q2 2021360.1K$78M+0.18%
Q1 2021363.4K$84M+0.20%
Q4 2020439.8K$80M+0.15%
Q3 2020396.1K$59M+0.13%
Q2 2020399.8K$50M+0.12%
Q1 2020384.3K$45M+0.12%
Q4 2019387.5K$57M+0.12%
Q3 2019396.5K$50M+0.12%
Q2 2019533.7K$73M+0.17%
Q1 2019483.7K$65M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Canada Life Assurance Co’s full portfolio or all institutional holders of CAT.