Wellington Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1M | Buy |
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|
2025
Q1 | $37.8M | Buy |
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|
2024
Q4 | $32.3M | Buy |
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|
2024
Q3 | $20.2M | Sell |
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|
2024
Q2 | $21.8M | Sell |
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|
2024
Q1 | $25.9M | Sell |
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|
2023
Q4 | $24.3M | Sell |
|
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|
2023
Q3 | $48M | Sell |
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|
2023
Q2 | $85.9M | Sell |
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|
2023
Q1 | $99.1M | Sell |
|
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|
2022
Q4 | $130M | Sell |
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|
2022
Q3 | $100M | Sell |
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|
2022
Q2 | $382M | Sell |
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|
2022
Q1 | $767M | Sell |
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|
2021
Q4 | $725M | Sell |
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|
2021
Q3 | $707M | Sell |
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|
2021
Q2 | $814M | Sell |
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|
2021
Q1 | $1.14B | Sell |
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|
2020
Q4 | $1.32B | Sell |
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|
2020
Q3 | $1.1B | Buy |
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|
2020
Q2 | $854M | Buy |
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|
2020
Q1 | $782M | Buy |
|
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|
2019
Q4 | $844M | Sell |
|
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|
2019
Q3 | $816M | Sell |
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|
2019
Q2 | $968M | Sell |
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|
2019
Q1 | $977M | Sell |
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|
2018
Q4 | $951M | Sell |
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|
2018
Q3 | $1.15B | Sell |
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|
2018
Q2 | $1.62B | Sell |
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|
2018
Q1 | $1.99B | Sell |
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|
2017
Q4 | $2.28B | Sell |
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|
2017
Q3 | $1.83B | Sell |
|
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|
2017
Q2 | $1.64B | Buy |
|
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|
2017
Q1 | $1.37B | Sell |
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|
2016
Q4 | $1.39B | Buy |
|
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|
2016
Q3 | $1.28B | Buy |
|
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|
2016
Q2 | $1.05B | Buy |
|
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|
2016
Q1 | $1.03B | Sell |
|
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|
2015
Q4 | $961M | Buy |
|
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|
2015
Q3 | $911M | Buy |
|
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|
2015
Q2 | $992M | Buy |
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|
2015
Q1 | $893M | Buy |
|
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|
2014
Q4 | $814M | Buy |
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|
2014
Q3 | $514M | Buy |
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|
2014
Q2 | $480M | Sell |
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|
2014
Q1 | $494M | Buy |
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|
2013
Q4 | $299M | Buy |
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|
2013
Q3 | $800K | Sell |
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|
2013
Q2 | $836K | Buy |
|