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MACKENZIE FINANCIAL CORP → CAT
MACKENZIE FINANCIAL CORP CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$268.9M
Q3 2026
Peak value
$387.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $147.9M |
| Q4 2025 | $199.1M |
| Q1 2026 | $302.4M |
| Q2 2026 | $387.5M |
| Q3 2026 | $268.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $268.9M | 331.6K | — | — |
| Q2 2026 | $387.5M | 363.9K | — | — |
| Q1 2026 | $302.4M | 426.9K | — | — |
| Q4 2025 | $199.1M | 345.5K | — | — |
| Q3 2025 | $147.9M | 310.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B