SFA
CAT icon

Sequoia Financial Advisors’s Caterpillar CAT Stock Holding History

Sequoia Financial Advisors’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
2024
Q2 		– Hold
0
– -$36.6K – 1238
2024
Q1 		– Hold
0
– – – 1146

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sequoia Financial Advisors's CAT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Caterpillar (CAT) stake by 5.3% in Q2 2026, buying an estimated $8.36M and bringing the position to 188,272 shares worth $200M. The position accounts for 1% of the portfolio, ranked #21.

Sequoia Financial Advisors first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,796 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sequoia Financial Advisors held 188,272 shares of Caterpillar worth $200M as of Q2 2026.
  • Sequoia Financial Advisors bought 9,512 Caterpillar shares in Q2 2026, an estimated $8.36M.
  • Caterpillar made up 1% of Sequoia Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Sequoia Financial Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.