SCP
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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
Q2 		$6.41M Hold
6,023
– – 0.26% 62
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Seizert Capital Partners's CAT Position: Q2 2026 in Review

Seizert Capital Partners held its Caterpillar (CAT) position steady in Q2 2026 at 6,023 shares worth $6.41M. The position accounts for 0.26% of the portfolio, ranked #62.

Seizert Capital Partners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Seizert Capital Partners held 6,023 shares of Caterpillar worth $6.41M as of Q2 2026.
  • Seizert Capital Partners left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.26% of Seizert Capital Partners's portfolio in Q2 2026, its #62 holding.
  • Seizert Capital Partners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Seizert Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.