BANK OF MONTREAL /CAN/

Bank

CIK

927971

City

TORONTO

State / Country

Stock

CAT — Caterpillar Inc

Top Portfolio Positions

2,024 positions · $222,728,391,065 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	75,036,582	$13,086,379,897	5.88%
RY	Royal Bank Of Canada Financial Services	63,188,799	$10,222,683,897	4.59%
SPY	Spdr S&P 500 ETF Trust	12,656,607	$8,231,097,791	3.70%
TD	Toronto Dominion Bank Financial Services	77,214,064	$7,204,844,308	3.23%
AAPL	Apple Inc. Technology	28,151,961	$7,144,686,178	3.21%
MSFT	Microsoft Corp Technology	16,775,836	$6,209,911,208	2.79%
AMZN	Amazon Com Inc Consumer Cyclical	29,619,896	$6,168,935,735	2.77%
GOOGL	Alphabet Inc. Communication Services	20,185,967	$5,804,676,666	2.61%
META	Meta Platforms, Inc. Communication Services	7,317,960	$4,186,824,449	1.88%
BNS	Bank Of Nova Scotia Financial Services	56,674,406	$3,928,103,076	1.76%

Portfolio Trend

25 quarters · across all stocks

Holdings in CAT

Compact Export CSV

Shares Held

Position Value (USD)

41 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,335,360	16,000	-97.8%	Put	Defined	2026-05-13
2026-03-31	$508,560,213	717,839	+10154.8%	Shares	Defined	2026-05-13
2026-03-31	$4,959,220	7,000	-99.1%	Call	Defined	2026-05-13
2025-12-31	$433,769,712	757,187	+14.7%	Shares	Defined	2026-02-12
2025-09-30	$315,121,785	660,425	-2.6%	Shares	Defined	2025-11-13
2025-06-30	$263,092,630	677,707	+7873.0%	Shares	Defined	2025-08-05
2025-03-31	$2,803,300	8,500	-98.9%	Put	Defined	2025-05-13
2025-03-31	$257,018,742	779,317	-8.3%	Shares	Defined	2025-05-13
2024-12-31	$308,346,722	850,002	-5.7%	Shares	Defined	2025-02-13
2024-09-30	$352,387,774	900,971	+2.8%	Shares	Defined	2024-11-13
2024-06-30	$291,926,839	876,394	-0.9%	Shares	Defined	2024-08-14
2024-03-31	$324,121,622	884,539	+7150.3%	Shares	Defined	2024-05-13
2024-03-31	$4,470,446	12,200	-73.5%	Put	Defined	2024-05-13
2024-03-31	$16,855,780	46,000	-95.9%	Call	Defined	2024-05-13
2023-12-31	$331,395,801	1,120,830	+4.0%	Shares	Defined	2024-02-08
2023-09-30	$294,218,652	1,077,724	+40.6%	Shares	Defined	2023-11-01
2023-06-30	$188,629,309	766,630	-8.1%	Shares	Defined	2023-08-02
2023-03-31	$190,810,451	833,816	-16.4%	Shares	Defined	2024-06-13
2022-12-31	$239,055,721	997,895	+430.5%	Shares	Defined	2023-02-01
2022-12-31	$45,061,236	188,100	-11.0%	Put	Defined	2023-02-01
2022-09-30	$34,670,104	211,300	-72.5%	Put	Defined	2022-11-10
2022-09-30	$126,078,740	768,398	+69754.4%	Shares	Defined	2022-11-10
2022-09-30	$180,488	1,100	0.0%	Call	Defined	2022-11-10
2022-06-30	$196,636	1,100	-99.4%	Call	Defined	2022-08-11
2022-06-30	$31,050,612	173,700	-80.2%	Put	Defined	2022-08-11
2022-06-30	$157,096,787	878,814	+79792.2%	Shares	Defined	2022-08-11
2022-03-31	$245,102	1,100	-99.4%	Call	Defined	2022-05-12
2022-03-31	$38,703,834	173,700	-80.4%	Put	Defined	2022-05-12
2022-03-31	$196,996,941	884,108	-12.7%	Shares	Defined	2022-05-12
2021-12-31	$209,370,349	1,012,723	-32.2%	Shares	Defined	2022-02-11
2021-09-30	$286,939,859	1,494,712	+254.8%	Shares	Defined	2021-11-12
2021-09-30	$80,876,961	421,300	-68.7%	Put	Defined	2021-11-12
2021-06-30	$292,938,246	1,346,038	+31.7%	Shares	Defined	2021-08-12
2021-03-31	$237,053,217	1,022,354	-12.2%	Shares	Defined	2021-05-13
2020-12-31	$211,832,141	1,163,785	+795.2%	Shares	Defined	2021-02-12
2020-12-31	$23,662,600	130,000	-87.0%	Call	Defined	2021-02-12
2020-09-30	$148,595,158	996,280	+2390.7%	Shares	Defined	2020-11-12
2020-06-30	$5,060,000	40,000	-96.2%	Call	Defined	2020-08-12
2020-06-30	$133,872,670	1,058,282	+191.9%	Shares	Defined	2020-08-12
2020-06-30	$45,856,250	362,500	-72.5%	Put	Defined	2020-08-12
2020-03-31	$153,137,056	1,319,692	—	Shares	Defined	2020-05-13
No 13F history on record for this holder in this stock.