Caterpillar shares owned by Wellington Management Company
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5B | 5.2M | 477.15 |
| 2025-06-30 | $50M | 129k | 388.21 |
| 2025-03-31 | $38M | 115k | 329.80 |
| 2024-12-31 | $32M | 89k | 362.76 |
| 2024-09-30 | $20M | 52k | 391.12 |
| 2024-06-30 | $22M | 66k | 333.10 |
| 2024-03-31 | $26M | 71k | 366.43 |
| 2023-12-31 | $24M | 82k | 295.67 |
| 2023-09-30 | $48M | 176k | 273.00 |
| 2023-06-30 | $86M | 349k | 246.05 |
| 2023-03-31 | $99M | 433k | 228.84 |
| 2022-12-31 | $130M | 541k | 239.56 |
| 2022-03-31 | $767M | 3.4M | 222.82 |
| 2021-12-31 | $725M | 3.5M | 206.74 |
| 2021-09-30 | $707M | 3.7M | 191.97 |
| 2021-06-30 | $815M | 3.7M | 217.63 |
| 2021-03-31 | $1.1B | 4.9M | 231.87 |
| 2020-12-31 | $1.3B | 7.2M | 182.02 |
| 2020-09-30 | $1.1B | 7.3M | 149.15 |
| 2020-06-30 | $854M | 6.8M | 126.50 |
| 2020-03-31 | $782M | 6.7M | 116.04 |
| 2019-12-31 | $844M | 5.7M | 147.68 |
| 2019-09-30 | $816M | 6.5M | 126.31 |
| 2019-06-30 | $968M | 7.1M | 136.29 |
| 2019-03-31 | $977M | 7.2M | 135.49 |
| 2018-12-31 | $951M | 7.5M | 127.07 |
| 2018-09-30 | $1.2B | 7.6M | 152.49 |
| 2018-06-30 | $1.6B | 12M | 135.67 |
| 2018-03-31 | $2.0B | 14M | 147.38 |
| 2017-12-31 | $2.3B | 15M | 157.58 |
| 2017-09-30 | $1.8B | 15M | 124.71 |
| 2017-06-30 | $1.6B | 15M | 107.46 |
| 2017-03-31 | $1.4B | 15M | 92.76 |
| 2016-12-31 | $1.4B | 15M | 92.74 |
| 2016-09-30 | $1.3B | 14M | 88.77 |
| 2016-06-30 | $1.0B | 14M | 75.81 |
| 2016-03-31 | $1.0B | 13M | 76.54 |
| 2015-12-31 | $961M | 14M | 67.96 |
| 2015-09-30 | $911M | 14M | 65.36 |
| 2015-06-30 | $992M | 12M | 84.82 |
| 2015-03-31 | $893M | 11M | 80.03 |
| 2014-12-31 | $814M | 8.9M | 91.53 |
| 2014-06-30 | $480M | 4.4M | 108.67 |
| 2014-03-31 | $494M | 5.0M | 99.37 |
| 2013-09-30 | $800k | 9.6k | 83.41 |
| 2013-06-30 | $836k | 10k | 82.50 |
| 2013-03-31 | $6.1M | 70k | 86.96 |
| 2012-12-31 | $10M | 112k | 89.59 |
| 2012-09-30 | $93M | 1.1M | 86.04 |
| 2012-06-30 | $199M | 2.3M | 84.91 |
| 2012-03-31 | $379M | 3.6M | 106.52 |
| 2011-12-31 | $322M | 3.6M | 90.60 |
| 2011-09-30 | $287M | 3.9M | 73.84 |
| 2011-06-30 | $505M | 4.7M | 106.46 |
| 2010-12-31 | $625M | 6.7M | 93.66 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company