CI INVESTMENTS INC.

Position in CAT — Caterpillar Inc

CIK 1163648 TORONTO, Z4

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$24,081,648

+$16,367,228 QoQ

Shares Held

22,614

+107.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#510

of 4,045 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

CI INVESTMENTS INC. holds $82,988,333 across 5 Farm & Heavy Construction Machinery names. CAT ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	83,042	$52,676,031
2	CAT	Caterpillar Inc This page	22,614	$24,081,648
3	PCAR	Paccar Inc	44,350	$5,327,322
4	OSK	Oshkosh Corp	3,156	$484,382
5	AGCO	Agco Corp /De	3,500	$418,950

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,081,648	22,614	+107.7%	Shares	Sole	2026-08-13
2026-03-31	$7,714,420	10,889	-0.0%	Shares	Sole	2026-05-13
2025-12-31	$6,239,700	10,892	+321.5%	Shares	Sole	2026-02-12
2025-09-30	$1,232,955	2,584	+8.9%	Shares	Sole	2025-11-12
2025-06-30	$920,834	2,372	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$786,573	2,385	-31.9%	Shares	Sole	2025-05-13
2024-12-31	$1,271,111	3,504	+76.5%	Shares	Sole	2025-02-12
2024-09-30	$776,373	1,985	-31.4%	Shares	Sole	2024-11-12
2024-06-30	$964,324	2,895	+15.0%	Shares	Sole	2024-08-12
2024-03-31	$922,304	2,517	+22.1%	Shares	Sole	2024-05-13
2023-12-31	$609,671	2,062	-78.0%	Shares	Sole	2024-02-12
2023-09-30	$2,564,562	9,394	+17.6%	Shares	Sole	2023-11-13
2023-06-30	$1,964,955	7,986	+1.9%	Shares	Sole	2023-08-11
2023-03-31	$1,793,190	7,836	-3.5%	Shares	Sole	2023-05-12
2022-12-31	$1,945,227	8,120	-16.4%	Shares	Sole	2023-02-10
2022-09-30	$1,593,216	9,710	+5.3%	Shares	Sole	2022-11-14
2022-06-30	$1,648,703	9,223	-28.3%	Shares	Sole	2022-08-12
2022-03-31	$2,868,139	12,872	-21.5%	Shares	Sole	2022-05-12
2021-12-31	$3,388,468	16,390	-4.7%	Shares	Sole	2022-02-11
2021-09-30	$3,301,884	17,200	-17.9%	Shares	Sole	2021-11-12
2021-06-30	$4,560,871	20,957	+44.0%	Shares	Sole	2021-08-13
2021-03-31	$3,374,404	14,553	-2.2%	Shares	Sole	2021-05-13
2020-12-31	$2,709,731	14,887	+131.0%	Shares	Sole	2021-02-09
2020-09-30	$961,122	6,444	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.