SFG
CAT icon

Seamount Financial Group’s Caterpillar CAT Stock Holding History

Seamount Financial Group’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 		$749K Hold
703
– – 0.3% 72
2026
Q1 		$498K Sell
703
-80
-10% -$55.4K 0.22% 89
2025
Q4 		$448K Sell
783
-13
-2% -$7.22K 0.2% 92
2025
Q3 		$380K Sell
796
-166
-17% -$70.9K 0.18% 100
2025
Q2 		$374K Buy
+962
New +$321K 0.19% 95

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Seamount Financial Group's CAT Position: Q2 2026 in Review

Seamount Financial Group held its Caterpillar (CAT) position steady in Q2 2026 at 703 shares worth $749K. The position accounts for 0.3% of the portfolio, ranked #72.

Seamount Financial Group first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 1,381 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Seamount Financial Group held 703 shares of Caterpillar worth $749K as of Q2 2026.
  • Seamount Financial Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.3% of Seamount Financial Group's portfolio in Q2 2026, its #72 holding.
  • Seamount Financial Group first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.