CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BANK OF MONTREAL /CAN/'s Holding History (CIK: 0000927971)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 757,187 Value ($000) $433,770 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 660,425 Value ($000) $315,121 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 677,707 Value ($000) $263,093 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 779,317 Value ($000) $257,019 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 850,002 Value ($000) $308,347 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 900,971 Value ($000) $352,352 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 876,394 Value ($000) $312,478 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 884,539 Value ($000) $322,671 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 1,120,830 Value ($000) $334,075 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 1,077,724 Value ($000) $306,095 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 766,630 Value ($000) $189,051 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 833,816 Value ($000) $190,911 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 997,895 Value ($000) $239,395 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 768,398 Value ($000) $169,815 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 878,814 Value ($000) $194,218 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 884,108 Value ($000) $197,260 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 1,012,723 Value ($000) $209,128 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 1,494,712 Value ($000) $307,537 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,346,038 Value ($000) $295,591 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 1,022,354 Value ($000) $235,632 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 1,163,785 Value ($000) $225,613 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 996,280 Value ($000) $150,967 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 1,058,282 Value ($000) $133,057 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 1,319,692 Value ($000) $154,062 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 1,876,180 Value ($000) $277,076 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 2,192,437 Value ($000) $276,927 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 2,814,829 Value ($000) $383,633 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 1,819,626 Value ($000) $246,542 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 1,310,235 Value ($000) $166,492 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 1,426,748 Value ($000) $217,565 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 1,167,522 Value ($000) $158,398 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 1,421,622 Value ($000) $209,517 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 1,376,244 Value ($000) $216,868 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 1,086,639 Value ($000) $135,514 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 938,817 Value ($000) $100,885 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 685,999 Value ($000) $63,634 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 791,656 Value ($000) $75,652 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 790,183 Value ($000) $70,146 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 747,674 Value ($000) $56,681 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 576,433 Value ($000) $44,121 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 586,736 Value ($000) $39,875 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 695,396 Value ($000) $45,450 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 743,363 Value ($000) $63,052 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 715,033 Value ($000) $57,223 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 1,258,865 Value ($000) $115,223 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 1,992,135 Value ($000) $197,280 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 1,693,575 Value ($000) $184,042 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 747,479 Value ($000) $74,277 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 500,821 Value ($000) $45,480 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 582,249 Value ($000) $48,559 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 581,562 Value ($000) $47,973 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	757,187	$433,770	$555.50	$469.79 - $627.50
Q3 2025	660,425	$315,121	$425.39	$381.75 - $483.95
Q2 2025	677,707	$263,093	$330.84	$264.29 - $386.62
Q1 2025	779,317	$257,019	$351.95	$315.09 - $404.98
Q4 2024	850,002	$308,347	$381.74	$351.93 - $412.27
Q3 2024	900,971	$352,352	$338.69	$301.40 - $389.91
Q2 2024	876,394	$312,478	$338.69	$308.78 - $372.10
Q1 2024	884,539	$322,671	$311.07	$268.51 - $357.70
Q4 2023	1,120,830	$334,075	$251.22	$216.95 - $290.10
Q3 2023	1,077,724	$306,095	$261.47	$229.25 - $283.47
Q2 2023	766,630	$189,051	$213.76	$195.84 - $240.81
Q1 2023	833,816	$190,911	$230.59	$201.84 - $253.98
Q4 2022	997,895	$239,395	$206.59	$156.72 - $232.83
Q3 2022	768,398	$169,815	$172.21	$151.58 - $189.11
Q2 2022	878,814	$194,218	$197.29	$164.98 - $221.91
Q1 2022	884,108	$197,260	$195.46	$167.60 - $214.37
Q4 2021	1,012,723	$209,128	$186.69	$173.30 - $200.95
Q3 2021	1,494,712	$307,537	$192.08	$172.62 - $206.58
Q2 2021	1,346,038	$295,591	$211.85	$188.71 - $226.53
Q1 2021	1,022,354	$235,632	$189.09	$163.90 - $217.37
Q4 2020	1,163,785	$225,613	$153.98	$129.92 - $167.14
Q3 2020	996,280	$150,967	$126.81	$112.24 - $141.22
Q2 2020	1,058,282	$133,057	$106.19	$89.90 - $125.54
Q1 2020	1,319,692	$154,062	$113.38	$77.78 - $132.89
Q4 2019	1,876,180	$277,076	$123.01	$102.69 - $131.46
Q3 2019	2,192,437	$276,927	$111.09	$97.87 - $122.22
Q2 2019	2,814,829	$383,633	$114.70	$103.20 - $125.83
Q1 2019	1,819,626	$246,542	$114.61	$103.38 - $123.15
Q4 2018	1,310,235	$166,492	$111.50	$96.19 - $135.93
Q3 2018	1,426,748	$217,565	$120.51	$110.40 - $134.53
Q2 2018	1,167,522	$158,398	$126.53	$112.48 - $137.00
Q1 2018	1,421,622	$209,517	$133.07	$120.49 - $146.01
Q4 2017	1,376,244	$216,868	$116.31	$103.45 - $133.20
Q3 2017	1,086,639	$135,514	$96.02	$87.71 - $104.79
Q2 2017	938,817	$100,885	$84.05	$74.79 - $89.64
Q1 2017	685,999	$63,634	$77.69	$74.24 - $81.74
Q4 2016	791,656	$75,652	$73.74	$65.47 - $79.39
Q3 2016	790,183	$70,146	$66.01	$58.78 - $71.89
Q2 2016	747,674	$56,681	$59.82	$55.25 - $64.10
Q1 2016	576,433	$44,121	$53.06	$44.66 - $61.22
Q4 2015	586,736	$39,875	$54.58	$48.84 - $59.43
Q3 2015	695,396	$45,450	$59.11	$48.76 - $65.71
Q2 2015	743,363	$63,052	$65.86	$60.39 - $68.73
Q1 2015	715,033	$57,223	$63.13	$59.48 - $69.69
Q4 2014	1,258,865	$115,223	$73.34	$66.42 - $80.82
Q3 2014	1,992,135	$197,280	$79.29	$73.57 - $83.32
Q2 2014	1,693,575	$184,042	$78.02	$73.19 - $81.73
Q1 2014	747,479	$74,277	$69.69	$63.53 - $74.44
Q4 2013	500,821	$45,480	$62.67	$60.17 - $67.37
Q3 2013	582,249	$48,559	$61.64	$58.99 - $64.50
Q2 2013	581,562	$47,973	$61.55	$57.61 - $65.73