Seaview Investment Managers’s Caterpillar CAT Stock Holding History

Seaview Investment Managers’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	$10.2M	Buy	+9,538	New	+$8.38M	3.03%	12
2024 Q2	–	Sell	-27,043	Closed	-$9.91M	–	95
2024 Q1	$9.91M	Buy	27,043 +698	+3%	+$223K	2.98%	12
2023 Q4	$7.79M	Sell	26,345 -454	-2%	-$118K	2.49%	20
2023 Q3	$7.32M	Buy	+26,799	New	+$7.27M	2.44%	21
2021 Q4	–	Sell	-27,573	Closed	-$5.29M	–	92
2021 Q3	$5.29M	Buy	+27,573	New	+$5.74M	2.52%	16

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Seaview Investment Managers's CAT Position: Q2 2026 in Review

Seaview Investment Managers opened a new position in Caterpillar (CAT) in Q2 2026: 9,538 shares worth $10.2M. The stake represents 3.03% of the portfolio and ranks #12 among its holdings. This is a return to the name: Seaview Investment Managers previously reported a position in CAT as recently as Q1 2024.

Seaview Investment Managers first reported a position in CAT in Q3 2021 and has held it in 5 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Seaview Investment Managers held 9,538 shares of Caterpillar worth $10.2M as of Q2 2026.
Caterpillar was a new Seaview Investment Managers position in Q2 2026.
Caterpillar made up 3.03% of Seaview Investment Managers's portfolio in Q2 2026, its #12 holding.
Seaview Investment Managers first reported a position in Caterpillar in Q3 2021 and has held it in 5 quarters since.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.