Wellington Management · CAT Holdings Trend
Caterpillar Inc. · SEC 13F
Wellington Management Holdings of CAT by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 71K | $26M | — |
| 2024Q2 | 66K | $22M | -15.8% |
| 2024Q3 | 52K | $20M | -7.4% |
| 2024Q4 | 89K | $32M | +59.7% |
| 2025Q1 | 115K | $38M | +17.3% |
| 2025Q2 | 129K | $50M | +32.4% |
| 2025Q3 | 5.2M | $2.5B | +4877.6% |
| 2025Q4 | 3.9M | $2.2B | -11.4% |
| 2026Q1 | 1.1M | $795M | -64.0% |
← Back to CAT holders ← Back to CAT profile
Data source: SEC EDGAR Form 13F