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 Q2	$7.99M	Buy	+7,500	New	+$6.59M	﹤0.01%	2397
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wells Fargo's CAT Position: Q2 2026 in Review

Wells Fargo increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $61.6M and bringing the position to 2,118,690 shares worth $2.26B. The position accounts for 0.37% of the portfolio, ranked #54.

Wells Fargo first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wells Fargo held 2,118,690 shares of Caterpillar worth $2.26B as of Q2 2026.
Wells Fargo bought 70,087 Caterpillar shares in Q2 2026, an estimated $61.6M.
Caterpillar made up 0.37% of Wells Fargo's portfolio in Q2 2026, its #54 holding.
Wells Fargo first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.