Bank of Montreal’s Caterpillar CAT Stock Holding History

Bank of Montreal’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.45M	Hold	7,000	–	–	﹤0.01%	1247
2026 Q1	$4.96M	Buy	+7,000	New	+$4.85M	﹤0.01%	1325
2024 Q2	–	Sell	-46,000	Closed	-$16.8M	–	3874
2024 Q1	$16.8M	Buy	+46,000	New	+$14.7M	0.01%	794
2022 Q4	–	Sell	-1,100	Closed	-$243K	–	3997
2022 Q3	$243K	Hold	1,100	–	–	﹤0.01%	3078
2022 Q2	$243K	Hold	1,100	–	–	﹤0.01%	3143
2022 Q1	$245K	Buy	+1,100	New	+$231K	﹤0.01%	3320
2021 Q1	–	Sell	-130,000	Closed	-$25.2M	–	5090
2020 Q4	$25.2M	Buy	+130,000	New	+$22M	0.02%	621
2020 Q3	–	Sell	-40,000	Closed	-$5.03M	–	4778
2020 Q2	$5.03M	Buy	+40,000	New	+$4.74M	﹤0.01%	1160
2019 Q2	–	Sell	-40,000	Closed	-$5.42M	–	4867
2019 Q1	$5.42M	Buy	+40,000	New	+$5.31M	﹤0.01%	1114
2018 Q4	–	Sell	-95,000	Closed	-$14.5M	–	4674
2018 Q3	$14.5M	Buy	+95,000	New	+$13.4M	0.01%	775
2017 Q2	–	Sell	-24	Closed	-$2K	–	4145
2017 Q1	$2K	Buy	+24	New	+$2.27K	﹤0.01%	3818
2016 Q2	–	Sell	-200	Closed	-$15K	–	4096
2016 Q1	$15K	Sell	200 -300	-60%	-$20.1K	﹤0.01%	3490
2015 Q4	$34K	Buy	+500	New	+$35K	﹤0.01%	3183
2015 Q3	–	Sell	-24	Closed	-$2K	–	3989
2015 Q2	$2K	Buy	+24	New	+$2.06K	﹤0.01%	3736

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bank of Montreal's CAT Position: Q2 2026 in Review

Bank of Montreal reduced its Caterpillar (CAT) stake by 0.52% in Q2 2026, selling an estimated $3.27M and leaving 714,120 shares worth $760M. The position accounts for 0.25% of the portfolio, ranked #84.

Bank of Montreal first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bank of Montreal held 714,120 shares of Caterpillar worth $760M as of Q2 2026.
Bank of Montreal sold 3,719 Caterpillar shares in Q2 2026, an estimated $3.27M.
Caterpillar made up 0.25% of Bank of Montreal's portfolio in Q2 2026, its #84 holding.
Bank of Montreal first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.