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 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	-$243	–	3997
2022 Q3	$243	Hold	1,100	–	–	﹤0.01%	3078
2022 Q2	$243	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 $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's CAT Position: Q1 2026 in Review

Bank of Montreal reduced its Caterpillar (CAT) stake by 5.2% in Q1 2026, selling an estimated $27.3M and leaving 717,839 shares worth $509M. The position accounts for 0.19% of the portfolio, ranked #92.

Bank of Montreal first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Bank of Montreal held 717,839 shares of Caterpillar worth $509M as of Q1 2026.
Bank of Montreal sold 39,348 Caterpillar shares in Q1 2026, an estimated $27.3M.
Caterpillar made up 0.19% of Bank of Montreal's portfolio in Q1 2026, its #92 holding.
Bank of Montreal first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.