Seven Hills Financial, LLC’s Caterpillar CAT Stock Holding History

Seven Hills Financial, LLC’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$914K	Buy	+1,127	New	+$956K	0.55%	27

Other funds holding CAT

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Seven Hills Financial, LLC's CAT Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 1,127 shares worth $914K. The stake represents 0.55% of the portfolio and ranks #27 among its holdings.

322 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Seven Hills Financial, LLC held 1,127 shares of Caterpillar worth $914K as of Q3 2026.
Caterpillar was a new Seven Hills Financial, LLC position in Q3 2026.
Caterpillar made up 0.55% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #27 holding.
322 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.