SEI Investments
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SEI Investments’s Caterpillar CAT Stock Holding History

SEI Investments’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
2019
Q1 		– Sell
-2,000
Closed -$260K – 2906
2018
Q4 		$260K Buy
+2,000
New +$260K ﹤0.01% 1943

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments's CAT Position: Q1 2026 in Review

SEI Investments increased its Caterpillar (CAT) stake by 20% in Q1 2026, buying an estimated $23.9M and bringing the position to 209,230 shares worth $148M. The position accounts for 0.14% of the portfolio, ranked #147.

SEI Investments first reported a position in CAT in Q4 2014 and has held it in 46 quarters since. The position peaked at $264M in Q3 2019. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SEI Investments held 209,230 shares of Caterpillar worth $148M as of Q1 2026.
  • SEI Investments bought 34,517 Caterpillar shares in Q1 2026, an estimated $23.9M.
  • Caterpillar made up 0.14% of SEI Investments's portfolio in Q1 2026, its #147 holding.
  • SEI Investments first reported a position in Caterpillar in Q4 2014 and has held it in 46 quarters since.
  • SEI Investments's Caterpillar position peaked at $264M in Q3 2019.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.