CANADA LIFE ASSURANCE Co

Insurance

Position in CAT — Caterpillar Inc

CIK 1046192 WINNIPEG, A2

Position in CAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$224,503,180

+$45,779,771 QoQ

Shares Held

316,889

+1.6% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

CANADA LIFE ASSURANCE Co holds $437,363,444 across 13 Farm & Heavy Construction Machinery names. CAT ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	316,889	$224,503,180
2	OSK	Oshkosh Corp	952,293	$140,187,052
3	PCAR	Paccar Inc	454,491	$52,493,710
4	AGCO	Agco Corp /De	55,995	$6,488,140
5	FSS	Federal Signal Corp /De/	51,807	$5,602,408
6	TEX	Terex Corp	69,405	$4,101,835
7	ALG	Alamo Group Inc	8,836	$1,457,674
8	LNN	Lindsay Corp	8,857	$1,054,602

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$224,503,180	316,889	+1.6%	Shares	Sole	2026-05-14
2025-12-31	$178,723,409	311,979	+8.4%	Shares	Sole	2026-02-13
2025-09-30	$137,273,191	287,694	+1.4%	Shares	Sole	2025-11-17
2025-06-30	$110,173,997	283,800	-1.8%	Shares	Sole	2025-08-15
2025-03-31	$95,286,805	288,923	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$104,289,509	287,489	-7.6%	Shares	Sole	2025-02-13
2024-09-30	$121,698,552	311,154	+3.7%	Shares	Sole	2024-11-13
2024-06-30	$99,947,986	300,054	+36.9%	Shares	Sole	2024-08-12
2024-03-31	$80,304,600	219,154	+6.4%	Shares	Sole	2024-05-13
2023-12-31	$60,877,565	205,897	-25.8%	Shares	Sole	2024-02-13
2023-09-30	$75,771,423	277,551	+6.7%	Shares	Sole	2023-11-14
2023-06-30	$64,032,789	260,243	-18.9%	Shares	Sole	2023-08-10
2023-03-31	$73,422,627	320,847	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$76,546,127	319,528	-7.4%	Shares	Sole	2023-02-10
2022-09-30	$56,637,626	345,183	+0.3%	Shares	Sole	2022-11-01
2022-06-30	$61,528,118	344,194	-15.3%	Shares	Sole	2022-08-12
2022-03-31	$90,525,972	406,274	-5.9%	Shares	Sole	2022-05-12
2021-12-31	$89,303,409	431,960	+42.2%	Shares	Defined	2022-02-14
2021-09-30	$58,319,333	303,794	-15.6%	Shares	Defined	2021-11-15
2021-06-30	$78,366,168	360,089	-0.9%	Shares	Defined	2021-08-11
2021-03-31	$84,259,934	363,393	-17.4%	Shares	Defined	2021-05-17
2020-12-31	$80,044,386	439,756	+11.0%	Shares	Defined	2021-02-16
2020-09-30	$59,072,943	396,064	-0.9%	Shares	Defined	2020-11-18
2020-06-30	$50,572,169	399,780	+4.0%	Shares	Defined	2020-08-17
2020-03-31	$44,594,170	384,300	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.