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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's CAT Position: Q1 2026 in Review

Wellington Management Group reduced its Caterpillar (CAT) stake by 71% in Q1 2026, selling an estimated $1.9B and leaving 1,118,722 shares worth $793M. The position accounts for 0.15% of the portfolio, ranked #157.

Wellington Management Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.49B in Q3 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wellington Management Group held 1,118,722 shares of Caterpillar worth $793M as of Q1 2026.
  • Wellington Management Group sold 2,741,180 Caterpillar shares in Q1 2026, an estimated $1.9B.
  • Caterpillar made up 0.15% of Wellington Management Group's portfolio in Q1 2026, its #157 holding.
  • Wellington Management Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Caterpillar position peaked at $2.49B in Q3 2025.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.