SEC 13F Intelligence

Addenda Capital Inc. / CAT

Addenda Capital Inc.’s Caterpillar Inc Position

Does Addenda Capital Inc. own Caterpillar Inc (CAT)? Yes — 18.8K shares worth $20M (+0.54% of its 13F portfolio) as of Q2 2026.

Position Value
$20M
Q2 2026
Shares
18.8K
% of Portfolio
+0.54%
Quarters Held
16
currently held

Position History CAT

Reported value by quarter
Q3 ’22: $4MQ3 ’22Q4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $7MQ3 ’23Q4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $10MQ3 ’25: $10MQ3 ’25Q4 ’25: $11MQ1 ’26: $13MQ1 ’26Q2 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202618.8K$20M+0.54%
Q1 202618.8K$13M+0.38%
Q4 202518.8K$11M+0.32%
Q3 202520.9K$10M+0.29%
Q2 202526.0K$10M+0.36%
Q1 202526.1K$9M+0.32%
Q4 202426.2K$9M+0.33%
Q3 202426.2K$10M+0.37%
Q2 202426.2K$9M+0.34%
Q1 202426.2K$10M+0.36%
Q4 202326.3K$8M+0.30%
Q3 202326.3K$7M+0.31%
Q2 202326.4K$6M+0.27%
Q1 202326.4K$6M+0.25%
Q4 202226.6K$6M+0.28%
Q3 202226.9K$4M+0.20%

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