WELLINGTON MANAGEMENT GROUP LLP

CIK

902219

City

Boston

State / Country

Stock

CAT — Caterpillar Inc

Top Portfolio Positions

1,690 positions · $527,586,893,040 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	133,857,990	$23,344,833,450	4.42%
MSFT	Microsoft Corp Technology	52,742,167	$19,523,567,954	3.70%
AAPL	Apple Inc. Technology	65,033,441	$16,504,836,987	3.13%
AVGO	Broadcom Inc. Technology	49,687,982	$15,378,927,305	2.91%
GOOGL	Alphabet Inc. Communication Services	47,620,485	$13,693,746,664	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	62,407,139	$12,997,534,834	2.46%
LLY	ELI LILLY & Co Healthcare	13,427,061	$12,349,807,890	2.34%
MRK	Merck & Co., Inc. Healthcare	84,314,971	$10,142,247,857	1.92%
META	Meta Platforms, Inc. Communication Services	11,690,324	$6,688,385,065	1.27%
MA	Mastercard Inc Financial Services	13,001,582	$6,496,370,458	1.23%

Portfolio Trend

25 quarters · across all stocks

Holdings in CAT

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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 13F history on record for this holder in this stock.