Wellington Management Group’s Caterpillar CAT Stock Holding History

Wellington Management Group’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	$793M	Sell	1,118,722 -2,741,180	-71%	-$1.9B	0.15%	157
2025 Q4	$2.21B	Sell	3,859,902 -1,368,156	-26%	-$760M	0.39%	55
2025 Q3	$2.49B	Buy	5,228,058 +5,098,964	+3,950%	+$2.18B	0.44%	47
2025 Q2	$50.1M	Buy	129,094 +14,352	+13%	+$4.78M	0.01%	689
2025 Q1	$37.8M	Buy	114,742 +25,806	+29%	+$9.19M	0.01%	771
2024 Q4	$32.3M	Buy	88,936 +37,282	+72%	+$14.5M	0.01%	829
2024 Q3	$20.2M	Sell	51,654 -13,847	-21%	-$4.78M	﹤0.01%	948
2024 Q2	$21.8M	Sell	65,501 -5,198	-7%	-$1.8M	﹤0.01%	930
2024 Q1	$25.9M	Sell	70,699 -11,455	-14%	-$3.66M	﹤0.01%	887
2023 Q4	$24.3M	Sell	82,154 -93,652	-53%	-$24.3M	﹤0.01%	893
2023 Q3	$48M	Sell	175,806 -173,465	-50%	-$47.1M	0.01%	701
2023 Q2	$85.9M	Sell	349,271 -83,912	-19%	-$18.7M	0.02%	583
2023 Q1	$99.1M	Sell	433,183 -107,700	-20%	-$26M	0.02%	539
2022 Q4	$130M	Sell	540,883 -70,218	-11%	-$15.3M	0.03%	472
2022 Q3	$100M	Sell	611,101 -1,527,038	-71%	-$279M	0.02%	510
2022 Q2	$382M	Sell	2,138,139 -1,305,941	-38%	-$275M	0.08%	232
2022 Q1	$767M	Sell	3,444,080 -61,284	-2%	-$12.9M	0.13%	163
2021 Q4	$725M	Sell	3,505,364 -174,941	-5%	-$35.2M	0.12%	178
2021 Q3	$707M	Sell	3,680,305 -62,235	-2%	-$13M	0.12%	176
2021 Q2	$814M	Sell	3,742,540 -1,195,420	-24%	-$276M	0.14%	161
2021 Q1	$1.14B	Sell	4,937,960 -2,301,306	-32%	-$476M	0.2%	114
2020 Q4	$1.32B	Sell	7,239,266 -107,348	-1%	-$18.2M	0.24%	95
2020 Q3	$1.1B	Buy	7,346,614 +594,728	+9%	+$83.5M	0.23%	104
2020 Q2	$854M	Buy	6,751,886 +16,262	+0.2%	+$1.93M	0.19%	119
2020 Q1	$782M	Buy	6,735,624 +1,023,938	+18%	+$131M	0.21%	114
2019 Q4	$844M	Sell	5,711,686 -750,122	-12%	-$105M	0.18%	135
2019 Q3	$816M	Sell	6,461,808 -639,165	-9%	-$81.2M	0.18%	130
2019 Q2	$968M	Sell	7,100,973 -109,911	-2%	-$14.5M	0.21%	109
2019 Q1	$977M	Sell	7,210,884 -270,238	-4%	-$35.9M	0.22%	113
2018 Q4	$951M	Sell	7,481,122 -88,857	-1%	-$11.6M	0.24%	107
2018 Q3	$1.15B	Sell	7,569,979 -4,393,572	-37%	-$621M	0.24%	106
2018 Q2	$1.62B	Sell	11,963,551 -1,544,590	-11%	-$231M	0.36%	70
2018 Q1	$1.99B	Sell	13,508,141 -963,175	-7%	-$152M	0.45%	50
2017 Q4	$2.28B	Sell	14,471,316 -225,978	-2%	-$31.3M	0.5%	48
2017 Q3	$1.83B	Sell	14,697,294 -522,312	-3%	-$60.2M	0.42%	57
2017 Q2	$1.64B	Buy	15,219,606 +408,521	+3%	+$41.5M	0.39%	67
2017 Q1	$1.37B	Sell	14,811,085 -186,662	-1%	-$17.7M	0.33%	76
2016 Q4	$1.39B	Buy	14,997,747 +603,426	+4%	+$54.7M	0.35%	78
2016 Q3	$1.28B	Buy	14,394,321 +591,317	+4%	+$48.4M	0.32%	76
2016 Q2	$1.05B	Buy	13,803,004 +362,311	+3%	+$27.1M	0.27%	91
2016 Q1	$1.03B	Sell	13,440,693 -705,782	-5%	-$47.3M	0.27%	92
2015 Q4	$961M	Buy	14,146,475 +215,115	+2%	+$15M	0.25%	94
2015 Q3	$911M	Buy	13,931,360 +2,241,166	+19%	+$171M	0.25%	96
2015 Q2	$992M	Buy	11,690,194 +530,038	+5%	+$45.6M	0.26%	94
2015 Q1	$893M	Buy	11,160,156 +2,265,803	+25%	+$188M	0.23%	97
2014 Q4	$814M	Buy	8,894,353 +3,704,704	+71%	+$361M	0.22%	102
2014 Q3	$514M	Buy	5,189,649 +773,397	+18%	+$82M	0.14%	155
2014 Q2	$480M	Sell	4,416,252 -559,084	-11%	-$58.7M	0.13%	173
2014 Q1	$494M	Buy	4,975,336 +1,682,282	+51%	+$159M	0.14%	163
2013 Q4	$299M	Buy	3,293,054 +3,283,462	+34,231%	+$280M	0.09%	253
2013 Q3	$800K	Sell	9,592 -542	-5%	-$45.8K	﹤0.01%	1850
2013 Q2	$836K	Buy	+10,134	New	+$862K	﹤0.01%	1807