SEI Investments’s Caterpillar CAT Stock Holding History

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

SEI Investments's CAT Position: Q2 2026 in Review

SEI Investments increased its Caterpillar (CAT) stake by 39% in Q2 2026, buying an estimated $71.8M and bringing the position to 290,919 shares worth $310M. The position accounts for 0.27% of the portfolio, ranked #53.

SEI Investments first reported a position in CAT in Q4 2014 and has held it in 47 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SEI Investments held 290,919 shares of Caterpillar worth $310M as of Q2 2026.
  • SEI Investments bought 81,689 Caterpillar shares in Q2 2026, an estimated $71.8M.
  • Caterpillar made up 0.27% of SEI Investments's portfolio in Q2 2026, its #53 holding.
  • SEI Investments first reported a position in Caterpillar in Q4 2014 and has held it in 47 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.