Wells Fargo’s Caterpillar CAT Stock Holding History

Wells Fargo’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	–	Sell	-9,300	Closed	-$5.33M	–	7216
2025 Q4	$5.33M	Hold	9,300	–	–	﹤0.01%	2617
2025 Q3	$4.44M	Buy	+9,300	New	+$3.97M	﹤0.01%	2681
2025 Q2	–	Sell	-42,000	Closed	-$13.9M	–	7161
2025 Q1	$13.9M	Buy	+42,000	New	+$15M	﹤0.01%	1599
2024 Q4	–	Sell	-20,000	Closed	-$7.82M	–	7069
2024 Q3	$7.82M	Buy	+20,000	New	+$6.91M	﹤0.01%	2046
2022 Q4	–	Sell	-20,900	Closed	-$3.43M	–	7485
2022 Q3	$3.43M	Buy	+20,900	New	+$3.82M	﹤0.01%	2275
2022 Q1	–	Sell	-8,400	Closed	-$1.74M	–	7097
2021 Q4	$1.74M	Buy	+8,400	New	+$1.69M	﹤0.01%	3640
2019 Q1	–	Sell	-17,000	Closed	-$39K	–	6063
2018 Q4	$39K	Sell	17,000 -159,100	-90%	-$20.7M	﹤0.01%	5594
2018 Q3	$232K	Buy	176,100 +151,100	+604%	+$21.4M	﹤0.01%	4926
2018 Q2	$23K	Buy	25,000 +600	+2%	+$89.7K	﹤0.01%	5781
2018 Q1	$10K	Buy	+24,400	New	+$3.85M	﹤0.01%	5943
2017 Q4	–	Sell	-24,100	Closed	-$10K	–	6354
2017 Q3	$10K	Buy	+24,100	New	+$2.78M	﹤0.01%	5869
2017 Q2	–	Sell	-22,000	Closed	-$5K	–	6229
2017 Q1	$5K	Buy	+22,000	New	+$2.08M	﹤0.01%	6016

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo's CAT Position: Q1 2026 in Review

Wells Fargo increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $28M and bringing the position to 2,048,603 shares worth $1.45B. The position accounts for 0.27% of the portfolio, ranked #80.

Wells Fargo first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Wells Fargo held 2,048,603 shares of Caterpillar worth $1.45B as of Q1 2026.
Wells Fargo bought 40,474 Caterpillar shares in Q1 2026, an estimated $28M.
Caterpillar made up 0.27% of Wells Fargo's portfolio in Q1 2026, its #80 holding.
Wells Fargo first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.