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	$11.3M	Buy	+16,000	New	+$11.1M	﹤0.01%	1050
2025 Q2	–	Sell	-8,500	Closed	-$2.8M	–	3535
2025 Q1	$2.8M	Buy	+8,500	New	+$3.03M	﹤0.01%	1389
2024 Q2	–	Sell	-12,200	Closed	-$4.45M	–	3875
2024 Q1	$4.45M	Buy	+12,200	New	+$3.9M	﹤0.01%	1280
2023 Q1	–	Sell	-188,100	Closed	-$45.1M	–	3823
2022 Q4	$45.1M	Sell	188,100 -23,200	-11%	-$5.05M	0.02%	416
2022 Q3	$46.7K	Buy	211,300 +37,600	+22%	+$6.87M	0.02%	388
2022 Q2	$38.4K	Hold	173,700	–	–	0.02%	515
2022 Q1	$38.8M	Buy	+173,700	New	+$36.4M	0.02%	557
2021 Q4	–	Sell	-421,300	Closed	-$86.7M	–	3525
2021 Q3	$86.7M	Buy	+421,300	New	+$87.7M	0.04%	384
2020 Q3	–	Sell	-362,500	Closed	-$45.6M	–	4779
2020 Q2	$45.6M	Buy	+362,500	New	+$43M	0.04%	348
2019 Q2	–	Sell	-40,000	Closed	-$5.42M	–	4868
2019 Q1	$5.42M	Buy	+40,000	New	+$5.31M	﹤0.01%	1115
2014 Q4	–	Sell	-30,000	Closed	-$2.97M	–	4026
2014 Q3	$2.97M	Buy	+30,000	New	+$3.18M	﹤0.01%	1299
2014 Q2	–	Sell	-15,000	Closed	-$1.49M	–	4683
2014 Q1	$1.49M	Buy	+15,000	New	+$1.41M	﹤0.01%	1469
2013 Q3	–	Sell	-135,800	Closed	-$11.2M	–	3793
2013 Q2	$11.2M	Buy	+135,800	New	+$11.5M	0.02%	461

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 3,741 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.
3,741 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.