WELLINGTON MANAGEMENT GROUP LLP

Position in CAT — Caterpillar Inc

CIK 902219 Boston, MA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,219,097,518

+$426,527,734 QoQ

Shares Held

1,144,800

+2.3% QoQ

Ownership

0.249%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#40

of 4,025 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 98% None 2%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $5,620,657,665 across 6 Farm & Heavy Construction Machinery names. CAT ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCAR	Paccar Inc	17,050,532	$2,048,109,899
2	DE	Deere & Co	3,088,628	$1,959,209,396
3	CAT	Caterpillar Inc This page	1,144,800	$1,219,097,518
4	TEX	Terex Corp	3,337,162	$241,577,154
5	BLBD	Blue Bird Corp	995,188	$78,580,041
6	CNH	CNH Industrial N.V.	6,596,942	$74,083,657

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,219,097,518	1,144,800	+2.3%	Shares	Defined	2026-08-14
2026-03-31	$792,569,784	1,118,722	-71.0%	Shares	Defined	2026-05-15
2025-12-31	$2,211,222,054	3,859,902	-26.2%	Shares	Defined	2026-02-17
2025-09-30	$2,494,567,871	5,228,058	+3949.8%	Shares	Defined	2025-11-14
2025-06-30	$50,115,579	129,094	+12.5%	Shares	Defined	2025-08-14
2025-03-31	$37,841,909	114,742	+29.0%	Shares	Defined	2025-05-13
2024-12-31	$32,262,422	88,936	+72.2%	Shares	Defined	2025-02-12
2024-09-30	$20,202,910	51,654	-21.1%	Shares	Defined	2024-11-14
2024-06-30	$21,818,382	65,501	-7.4%	Shares	Defined	2024-08-14
2024-03-31	$25,906,233	70,699	-13.9%	Shares	Defined	2024-05-15
2023-12-31	$24,290,471	82,154	-53.3%	Shares	Defined	2024-02-12
2023-09-30	$47,995,038	175,806	-49.7%	Shares	Defined	2023-11-14
2023-06-30	$85,938,126	349,271	-19.4%	Shares	Defined	2023-08-14
2023-03-31	$99,129,594	433,183	-19.9%	Shares	Defined	2023-05-12
2022-12-31	$129,573,927	540,883	-11.5%	Shares	Defined	2023-02-13
2022-09-30	$100,269,448	611,101	-71.4%	Shares	Defined	2022-11-14
2022-06-30	$382,213,724	2,138,139	-37.9%	Shares	Defined	2022-08-15
2022-03-31	$767,409,903	3,444,080	-1.7%	Shares	Defined	2022-05-16
2021-12-31	$724,698,951	3,505,364	-4.8%	Shares	Defined	2022-02-11
2021-09-30	$706,508,148	3,680,305	-1.7%	Shares	Defined	2021-11-15
2021-06-30	$814,488,978	3,742,540	-24.2%	Shares	Defined	2021-08-16
2021-03-31	$1,144,964,782	4,937,960	-31.8%	Shares	Defined	2021-05-17
2020-12-31	$1,317,691,194	7,239,266	-1.5%	Shares	Defined	2021-02-12
2020-09-30	$1,095,747,476	7,346,614	+8.8%	Shares	Defined	2020-11-16
2020-06-30	$854,113,578	6,751,886	+0.2%	Shares	Defined	2020-08-14
2020-03-31	$781,601,806	6,735,624	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.