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SeaBridge Investment Advisors’s Caterpillar CAT Stock Holding History

SeaBridge Investment Advisors’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
Q2 		$1.67M Hold
1,565
– – 0.24% 83
2026
Q1 		$1.11M Hold
1,565
– – 0.19% 96
2025
Q4 		$897K Hold
1,565
– – 0.15% 109
2025
Q3 		$747K Hold
1,565
– – 0.12% 118
2025
Q2 		$608K Hold
1,565
– – 0.11% 125
2025
Q1 		$516K Hold
1,565
– – 0.11% 139
2024
Q4 		$568K Buy
1,565
+655
+72% +$254K 0.12% 134
2024
Q3 		$356K Hold
910
– – 0.09% 128
2024
Q2 		$303K Hold
910
– – 0.08% 129
2024
Q1 		$333K Hold
910
– – 0.09% 127
2023
Q4 		$269K Buy
+910
New +$236K 0.08% 136
2018
Q2 		– Sell
-50
Closed -$7K – 252
2018
Q1 		$7K Hold
50
– – ﹤0.01% 230
2017
Q4 		$8K Hold
50
– – ﹤0.01% 234
2017
Q3 		$6K Sell
50
-401
-89% -$46.2K ﹤0.01% 241
2017
Q2 		$48K Hold
451
– – 0.01% 175
2017
Q1 		$42K Sell
451
-75,313
-99% -$7.13M 0.01% 181
2016
Q4 		$7.03M Sell
75,764
-560
-0.7% -$50.8K 1.69% 17
2016
Q3 		$6.78M Buy
76,324
+540
+0.7% +$44.2K 1.68% 16
2016
Q2 		$5.75M Sell
75,784
-115
-0.2% -$8.62K 1.45% 21
2016
Q1 		$5.81M Buy
75,899
+30,357
+67% +$2.04M 1.41% 22
2015
Q4 		$3.1M Sell
45,542
-14,848
-25% -$1.04M 0.69% 58
2015
Q3 		$3.95M Sell
60,390
-1,571
-3% -$120K 0.92% 46
2015
Q2 		$5.26M Sell
61,961
-696
-1% -$59.8K 1.07% 38
2015
Q1 		$5.01M Sell
62,657
-793
-1% -$65.9K 1.01% 39
2014
Q4 		$5.81M Buy
63,450
+8,690
+16% +$846K 1.19% 35
2014
Q3 		$5.42M Buy
54,760
+2,990
+6% +$317K 1.26% 32
2014
Q2 		$5.63M Sell
51,770
-12,725
-20% -$1.34M 1.14% 38
2014
Q1 		$6.41M Buy
64,495
+550
+0.9% +$51.9K 1.43% 25
2013
Q4 		$5.81M Buy
63,945
+1,840
+3% +$157K 1.29% 27
2013
Q3 		$5.18M Buy
62,105
+2,735
+5% +$231K 1.26% 27
2013
Q2 		$4.9M Buy
+59,370
New +$5.05M 1.29% 30

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SeaBridge Investment Advisors's CAT Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,565 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #83.

SeaBridge Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 31 quarters since. The position peaked at $7.03M in Q4 2016. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SeaBridge Investment Advisors held 1,565 shares of Caterpillar worth $1.67M as of Q2 2026.
  • SeaBridge Investment Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.24% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • SeaBridge Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 31 quarters since.
  • SeaBridge Investment Advisors's Caterpillar position peaked at $7.03M in Q4 2016.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.