Administration Amends Canadian Section 338 List Again, Requests Comments on ITC Role
Published . Updated .
Understand changes to Section 338 tariffs on Canadian imports, related import bans, legal challenges, and the ITC's request for comments on its key ro
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR+0.2% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- EWC iShares MSCI Canada ETF+2.1% 30d
iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canadian”).
- CAT Caterpillar-20.0% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-2.4% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+13.7% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+8.1% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLIPrices arriving within minutes | — | — | — | — | after close | after close | after close |
| XRTPrices arriving within minutes | — | — | — | — | after close | after close | after close |
| EWCPrices arriving within minutes | — | — | — | — | after close | after close | after close |
| CAT | +6.14% | +10.30% | base | -3.75% | after close | after close | after close |
| DE | -2.15% | -3.12% | base | +2.28% | after close | after close | after close |
| WMTPrices arriving within minutes | — | — | — | — | after close | after close | after close |
| NKE | -2.86% | -2.26% | base | +0.70% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Administration Amends Canadian Section 338 List Again, Requests Comments on ITC Role Davis Wright Tremaine
Source: Davis Wright Tremaine
This story
| Company | When | Move | Status |
|---|---|---|---|
| CAT | that day | -3.75% | final price |
| CAT | three days earlier | +10.30% | final price |
| CAT | five days earlier | +6.14% | final price |
| DE | that day | +2.28% | final price |
| DE | three days earlier | -3.12% | final price |
| DE | five days earlier | -2.15% | final price |
| NKE | that day | +0.70% | final price |
| NKE | three days earlier | -2.26% | final price |
| NKE | five days earlier | -2.86% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 32 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 32 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 64 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Administration Amends Canadian Section 338 List Again, Requests Comments on ITC Role” scores 12 out of 100. The score uses 1 sources.