Wells Fargo’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Sell |
2,300
-7,000
| -75% | -$4.85M | ﹤0.01% | 3417 |
|
|
2025
Q4 | $5.33M | Hold |
9,300
| – | – | ﹤0.01% | 2618 |
|
|
2025
Q3 | $4.44M | Buy |
+9,300
| New | +$3.97M | ﹤0.01% | 2682 |
|
|
2025
Q2 | – | Sell |
-900
| Closed | -$297K | – | 7162 |
|
|
2025
Q1 | $297K | Hold |
900
| – | – | ﹤0.01% | 4431 |
|
|
2024
Q4 | $326K | Sell |
900
-20,000
| -96% | -$7.76M | ﹤0.01% | 4470 |
|
|
2024
Q3 | $8.17M | Sell |
20,900
-6,600
| -24% | -$2.28M | ﹤0.01% | 1997 |
|
|
2024
Q2 | $9.16M | Sell |
27,500
-12,000
| -30% | -$4.16M | ﹤0.01% | 1804 |
|
|
2024
Q1 | $14.5M | Sell |
39,500
-393,700
| -91% | -$126M | ﹤0.01% | 1460 |
|
|
2023
Q4 | $128M | Buy |
+433,200
| New | +$112M | 0.03% | 387 |
|
|
2023
Q2 | – | Sell |
-42,800
| Closed | -$9.79M | – | 7598 |
|
|
2023
Q1 | $9.79M | Buy |
42,800
+42,300
| +8,460% | +$10.2M | ﹤0.01% | 1618 |
|
|
2022
Q4 | $120K | Sell |
500
-56,100
| -99% | -$12.2M | ﹤0.01% | 4448 |
|
|
2022
Q3 | $9.29M | Buy |
56,600
+52,600
| +1,315% | +$9.61M | ﹤0.01% | 1574 |
|
|
2022
Q2 | $715K | Hold |
4,000
| – | – | ﹤0.01% | 3514 |
|
|
2022
Q1 | $891K | Sell |
4,000
-1,200
| -23% | -$252K | ﹤0.01% | 3994 |
|
|
2021
Q4 | $1.07M | Buy |
+5,200
| New | +$1.05M | ﹤0.01% | 4041 |
|
|
2020
Q1 | – | Sell |
-9,200
| Closed | -$8K | – | 6219 |
|
|
2019
Q4 | $8K | Buy |
9,200
+7,400
| +411% | +$1.03M | ﹤0.01% | 5938 |
|
|
2019
Q3 | $2K | Sell |
1,800
-900
| -33% | -$114K | ﹤0.01% | 6179 |
|
|
2019
Q2 | $2K | Buy |
2,700
+2,300
| +575% | +$304K | ﹤0.01% | 6157 |
|
|
2019
Q1 | $6K | Sell |
400
-23,600
| -98% | -$3.13M | ﹤0.01% | 5705 |
|
|
2018
Q4 | $85K | Sell |
24,000
-158,600
| -87% | -$20.6M | ﹤0.01% | 5357 |
|
|
2018
Q3 | $83K | Buy |
182,600
+172,100
| +1,639% | +$24.3M | ﹤0.01% | 5426 |
|
|
2018
Q2 | $100K | Sell |
10,500
-1,800
| -15% | -$269K | ﹤0.01% | 5378 |
|
|
2018
Q1 | $53K | Sell |
12,300
-14,600
| -54% | -$2.31M | ﹤0.01% | 5544 |
|
|
2017
Q4 | $10K | Sell |
26,900
-56,400
| -68% | -$7.82M | ﹤0.01% | 5917 |
|
|
2017
Q3 | $22K | Buy |
83,300
+44,900
| +117% | +$5.17M | ﹤0.01% | 5681 |
|
|
2017
Q2 | $14K | Sell |
38,400
-500
| -1% | -$50.8K | ﹤0.01% | 5699 |
|
|
2017
Q1 | $43K | Buy |
+38,900
| New | +$3.68M | ﹤0.01% | 5492 |
|
|
2016
Q4 | – | Sell |
-14,700
| Closed | -$7K | – | 6257 |
|
|
2016
Q3 | $7K | Sell |
14,700
-55,000
| -79% | -$4.5M | ﹤0.01% | 5833 |
|
|
2016
Q2 | $103K | Buy |
69,700
+14,700
| +27% | +$1.1M | ﹤0.01% | 4811 |
|
|
2016
Q1 | $91K | Sell |
55,000
-5,000
| -8% | -$335K | ﹤0.01% | 4896 |
|
|
2015
Q4 | $615K | Sell |
60,000
-45,000
| -43% | -$3.15M | ﹤0.01% | 3794 |
|
|
2015
Q3 | $1.24M | Buy |
105,000
+99,200
| +1,710% | +$7.59M | ﹤0.01% | 3352 |
|
|
2015
Q2 | $17K | Buy |
+5,800
| New | +$499K | ﹤0.01% | 5655 |
|
|
2015
Q1 | – | Sell |
-41,300
| Closed | -$121K | – | 6173 |
|
|
2014
Q4 | $121K | Buy |
41,300
+1,300
| +3% | +$127K | ﹤0.01% | 4671 |
|
|
2014
Q3 | $89K | Sell |
40,000
-50,000
| -56% | -$5.3M | ﹤0.01% | 4705 |
|
|
2014
Q2 | $113K | Buy |
+90,000
| New | +$9.45M | ﹤0.01% | 4629 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$1K | – | 5741 |
|
|
2013
Q3 | $1K | Buy |
+200
| New | +$16.9K | ﹤0.01% | 5510 |
|
Other funds holding CAT
VCM
VPM
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.