Wells Fargo’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739M | Buy |
1,903,646
+89,526
| +5% | +$34.8M | 0.15% | 126 |
|
|
2025
Q1 | $598M | Buy |
1,814,120
+3,720
| +0.2% | +$1.23M | 0.14% | 142 |
|
|
2024
Q4 | $657M | Sell |
1,810,400
-21,022
| -1% | -$7.63M | 0.15% | 131 |
|
|
2024
Q3 | $716M | Sell |
1,831,422
-79,383
| -4% | -$31M | 0.16% | 123 |
|
|
2024
Q2 | $636M | Buy |
1,910,805
+83,275
| +5% | +$27.7M | 0.15% | 125 |
|
|
2024
Q1 | $670M | Sell |
1,827,530
-9,134
| -0.5% | -$3.35M | 0.16% | 120 |
|
|
2023
Q4 | $543M | Buy |
1,836,664
+100,125
| +6% | +$29.6M | 0.14% | 141 |
|
|
2023
Q3 | $474M | Sell |
1,736,539
-64,603
| -4% | -$17.6M | 0.14% | 144 |
|
|
2023
Q2 | $443M | Sell |
1,801,142
-15,047
| -0.8% | -$3.7M | 0.12% | 161 |
|
|
2023
Q1 | $416M | Sell |
1,816,189
-52,140
| -3% | -$11.9M | 0.12% | 165 |
|
|
2022
Q4 | $448M | Sell |
1,868,329
-77,552
| -4% | -$18.6M | 0.13% | 147 |
|
|
2022
Q3 | $319M | Sell |
1,945,881
-132,907
| -6% | -$21.8M | 0.1% | 177 |
|
|
2022
Q2 | $372M | Sell |
2,078,788
-175,336
| -8% | -$31.3M | 0.12% | 174 |
|
|
2022
Q1 | $502M | Sell |
2,254,124
-221,175
| -9% | -$49.3M | 0.13% | 155 |
|
|
2021
Q4 | $512M | Sell |
2,475,299
-427,611
| -15% | -$88.4M | 0.13% | 156 |
|
|
2021
Q3 | $557M | Buy |
2,902,910
+312,520
| +12% | +$60M | 0.12% | 158 |
|
|
2021
Q2 | $564M | Buy |
2,590,390
+48,063
| +2% | +$10.5M | 0.12% | 159 |
|
|
2021
Q1 | $589M | Buy |
2,542,327
+496,893
| +24% | +$115M | 0.13% | 151 |
|
|
2020
Q4 | $372M | Buy |
2,045,434
+181,025
| +10% | +$33M | 0.09% | 218 |
|
|
2020
Q3 | $278M | Sell |
1,864,409
-103,447
| -5% | -$15.4M | 0.08% | 246 |
|
|
2020
Q2 | $249M | Buy |
1,967,856
+198,447
| +11% | +$25.1M | 0.07% | 261 |
|
|
2020
Q1 | $205M | Sell |
1,769,409
-311,443
| -15% | -$36.1M | 0.07% | 263 |
|
|
2019
Q4 | $307M | Sell |
2,080,852
-127,744
| -6% | -$18.9M | 0.08% | 229 |
|
|
2019
Q3 | $279M | Sell |
2,208,596
-338,716
| -13% | -$42.8M | 0.08% | 241 |
|
|
2019
Q2 | $347M | Sell |
2,547,312
-806
| -0% | -$110K | 0.1% | 196 |
|
|
2019
Q1 | $345M | Sell |
2,548,118
-318,712
| -11% | -$43.2M | 0.1% | 189 |
|
|
2018
Q4 | $364M | Sell |
2,866,830
-187,391
| -6% | -$23.8M | 0.12% | 164 |
|
|
2018
Q3 | $466M | Buy |
3,054,221
+404,298
| +15% | +$61.7M | 0.13% | 155 |
|
|
2018
Q2 | $360M | Sell |
2,649,923
-136,549
| -5% | -$18.5M | 0.11% | 191 |
|
|
2018
Q1 | $411M | Buy |
2,786,472
+103,961
| +4% | +$15.3M | 0.12% | 172 |
|
|
2017
Q4 | $423M | Buy |
2,682,511
+304,933
| +13% | +$48.1M | 0.12% | 170 |
|
|
2017
Q3 | $297M | Buy |
2,377,578
+164,521
| +7% | +$20.5M | 0.09% | 221 |
|
|
2017
Q2 | $238M | Sell |
2,213,057
-58,296
| -3% | -$6.26M | 0.08% | 269 |
|
|
2017
Q1 | $211M | Sell |
2,271,353
-402,030
| -15% | -$37.3M | 0.07% | 285 |
|
|
2016
Q4 | $248M | Sell |
2,673,383
-153,534
| -5% | -$14.2M | 0.09% | 231 |
|
|
2016
Q3 | $251M | Buy |
2,826,917
+168,735
| +6% | +$15M | 0.09% | 232 |
|
|
2016
Q2 | $202M | Sell |
2,658,182
-124,017
| -4% | -$9.4M | 0.08% | 276 |
|
|
2016
Q1 | $213M | Buy |
2,782,199
+96,973
| +4% | +$7.42M | 0.08% | 264 |
|
|
2015
Q4 | $182M | Sell |
2,685,226
-90,181
| -3% | -$6.13M | 0.07% | 302 |
|
|
2015
Q3 | $181M | Buy |
2,775,407
+8,776
| +0.3% | +$574K | 0.08% | 297 |
|
|
2015
Q2 | $235M | Buy |
2,766,631
+271,199
| +11% | +$23M | 0.09% | 256 |
|
|
2015
Q1 | $200M | Buy |
2,495,432
+246,090
| +11% | +$19.7M | 0.08% | 289 |
|
|
2014
Q4 | $206M | Buy |
2,249,342
+65,874
| +3% | +$6.03M | 0.08% | 285 |
|
|
2014
Q3 | $216M | Sell |
2,183,468
-137,589
| -6% | -$13.6M | 0.09% | 266 |
|
|
2014
Q2 | $252M | Sell |
2,321,057
-52,724
| -2% | -$5.73M | 0.1% | 241 |
|
|
2014
Q1 | $236M | Sell |
2,373,781
-64,659
| -3% | -$6.43M | 0.1% | 244 |
|
|
2013
Q4 | $221M | Sell |
2,438,440
-476,398
| -16% | -$43.3M | 0.1% | 259 |
|
|
2013
Q3 | $243M | Sell |
2,914,838
-86,584
| -3% | -$7.22M | 0.12% | 223 |
|
|
2013
Q2 | $248M | Buy |
+3,001,422
| New | +$248M | 0.13% | 199 |
|