WELLS FARGO & COMPANY/MN

CIK

72971

City

SAN FRANCISCO

State / Country

Stock

CAT — Caterpillar Inc

Top Portfolio Positions

4,439 positions · $313,476,637,471 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	61,801,086	$15,684,497,613	5.00%
MSFT	Microsoft Corp Technology	33,827,214	$12,521,819,803	3.99%
NVDA	Nvidia Corp Technology	60,434,815	$10,539,831,733	3.36%
SPY	Spdr S&P 500 ETF Trust	13,330,486	$8,669,348,262	2.77%
AVGO	Broadcom Inc. Technology	26,192,540	$8,106,853,052	2.59%
GOOGL	Alphabet Inc. Communication Services	27,917,601	$8,027,985,340	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	38,171,848	$7,950,050,780	2.54%
QQQ	Invesco Qqq Trust, Series 1	12,733,773	$7,349,679,099	2.34%
JPM	Jpmorgan Chase & Co Financial Services	23,034,231	$6,775,749,389	2.16%
META	Meta Platforms, Inc. Communication Services	9,895,119	$5,661,294,430	1.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in CAT

Compact Export CSV

Shares Held

Position Value (USD)

44 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,451,353,280	2,048,603	+88969.7%	Shares	Defined	2026-05-11
2026-03-31	$1,629,458	2,300	-75.3%	Put	Defined	2026-05-11
2025-12-31	$5,327,691	9,300	0.0%	Call	Defined	2026-02-13
2025-12-31	$5,327,691	9,300	-99.5%	Put	Defined	2026-02-13
2025-12-31	$1,150,396,859	2,008,129	+0.5%	Shares	Defined	2026-02-13
2025-09-30	$952,994,037	1,997,263	+21375.9%	Shares	Defined	2025-11-13
2025-09-30	$4,437,495	9,300	0.0%	Put	Defined	2025-11-13
2025-09-30	$4,437,495	9,300	-99.5%	Call	Defined	2025-11-13
2025-06-30	$739,014,412	1,903,646	+4.9%	Shares	Defined	2025-08-14
2025-03-31	$598,296,773	1,814,120	+4219.3%	Shares	Defined	2025-05-13
2025-03-31	$13,851,600	42,000	+4566.7%	Call	Defined	2025-05-13
2025-03-31	$296,820	900	0.0%	Put	Defined	2025-05-13
2024-12-31	$326,484	900	-100.0%	Put	Defined	2025-02-13
2024-12-31	$656,740,702	1,810,400	+8952.0%	Shares	Defined	2025-02-13
2024-09-30	$7,822,400	20,000	-4.3%	Call	Defined	2024-11-13
2024-09-30	$8,174,408	20,900	-98.9%	Put	Defined	2024-11-13
2024-09-30	$716,305,770	1,831,422	+6559.7%	Shares	Defined	2024-11-13
2024-06-30	$9,160,250	27,500	-98.6%	Put	Defined	2024-08-13
2024-06-30	$636,489,143	1,910,805	+4737.5%	Shares	Defined	2024-08-13
2024-03-31	$14,473,985	39,500	-97.8%	Put	Defined	2024-05-10
2024-03-31	$669,661,815	1,827,530	-0.5%	Shares	Defined	2024-05-10
2023-12-31	$543,046,443	1,836,664	+324.0%	Shares	Defined	2024-02-09
2023-12-31	$128,084,244	433,200	-75.1%	Put	Defined	2024-02-09
2023-09-30	$474,075,147	1,736,539	-3.6%	Shares	Defined	2023-11-13
2023-06-30	$443,170,986	1,801,142	+4108.3%	Shares	Defined	2023-08-15
2023-03-31	$9,794,352	42,800	-97.6%	Put	Defined	2023-05-12
2023-03-31	$415,616,689	1,816,189	+363137.8%	Shares	Defined	2023-05-12
2022-12-31	$119,780	500	-100.0%	Put	Defined	2023-02-13
2022-12-31	$447,576,891	1,868,329	-4.0%	Shares	Defined	2023-02-13
2022-09-30	$319,280,153	1,945,881	+9210.4%	Shares	Defined	2022-11-14
2022-09-30	$3,429,272	20,900	-63.1%	Call	Defined	2022-11-14
2022-09-30	$9,286,928	56,600	+1315.0%	Put	Defined	2022-11-14
2022-06-30	$715,040	4,000	-99.8%	Put	Defined	2022-08-12
2022-06-30	$371,604,140	2,078,788	+51869.7%	Shares	Defined	2022-08-12
2022-03-31	$891,280	4,000	-99.8%	Put	Defined	2022-05-16
2022-03-31	$502,263,907	2,254,124	-8.9%	Shares	Defined	2022-05-16
2021-12-31	$511,743,312	2,475,299	-14.7%	Shares	Defined	2022-02-14
2021-09-30	$557,271,629	2,902,910	+12.1%	Shares	Defined	2021-11-15
2021-06-30	$563,746,571	2,590,390	+1.9%	Shares	Defined	2021-08-16
2021-03-31	$589,489,357	2,542,327	+24.3%	Shares	Defined	2021-05-13
2020-12-31	$372,309,894	2,045,434	+9.7%	Shares	Defined	2021-02-09
2020-09-30	$278,076,600	1,864,409	-5.3%	Shares	Defined	2020-11-05
2020-06-30	$248,933,784	1,967,856	+11.2%	Shares	Defined	2020-08-13
2020-03-31	$205,322,217	1,769,409	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.