Wellington Management Group
CAT icon

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
2017
Q4 		– Sell
-853
Closed -$1.7M – 2218
2017
Q3 		$1.7M Buy
853
+553
+184% +$63.7K ﹤0.01% 1755
2017
Q2 		$239K Buy
+300
New +$30.5K ﹤0.01% 2151

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wellington Management Group's CAT Position: Q2 2026 in Review

Wellington Management Group increased its Caterpillar (CAT) stake by 2.3% in Q2 2026, buying an estimated $22.9M and bringing the position to 1,144,800 shares worth $1.22B. The position accounts for 0.21% of the portfolio, ranked #111.

Wellington Management Group first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.49B in Q3 2025. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wellington Management Group held 1,144,800 shares of Caterpillar worth $1.22B as of Q2 2026.
  • Wellington Management Group bought 26,078 Caterpillar shares in Q2 2026, an estimated $22.9M.
  • Caterpillar made up 0.21% of Wellington Management Group's portfolio in Q2 2026, its #111 holding.
  • Wellington Management Group first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Caterpillar position peaked at $2.49B in Q3 2025.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.