Seizert Capital Partners’s Caterpillar CAT Stock Holding History

Seizert Capital Partners’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 Q1	$4.27M	Sell	6,023 -1,524	-20%	-$1.06M	0.2%	87
2025 Q4	$4.32M	Sell	7,547 -4,131	-35%	-$2.3M	0.18%	81
2025 Q3	$5.57M	Hold	11,678	–	–	0.24%	66
2025 Q2	$4.53M	Buy	11,678 +277	+2%	+$92.3K	0.2%	78
2025 Q1	$3.76M	Sell	11,401 -143	-1%	-$50.9K	0.17%	91
2024 Q4	$4.19M	Sell	11,544 -540	-4%	-$209K	0.19%	89
2024 Q3	$4.73M	Buy	12,084 +2,870	+31%	+$991K	0.21%	86
2024 Q2	$3.07M	Sell	9,214 -253	-3%	-$87.7K	0.15%	100
2024 Q1	$3.47M	Buy	+9,467	New	+$3.03M	0.16%	94

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seizert Capital Partners's CAT Position: Q1 2026 in Review

Seizert Capital Partners reduced its Caterpillar (CAT) stake by 20% in Q1 2026, selling an estimated $1.06M and leaving 6,023 shares worth $4.27M. The position accounts for 0.2% of the portfolio, ranked #87.

Seizert Capital Partners first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.57M in Q3 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Seizert Capital Partners held 6,023 shares of Caterpillar worth $4.27M as of Q1 2026.
Seizert Capital Partners sold 1,524 Caterpillar shares in Q1 2026, an estimated $1.06M.
Caterpillar made up 0.2% of Seizert Capital Partners's portfolio in Q1 2026, its #87 holding.
Seizert Capital Partners first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
Seizert Capital Partners's Caterpillar position peaked at $5.57M in Q3 2025.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Seizert Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.