Question 1

How many shares of CAT does SEI INVESTMENTS CO own?

Accepted Answer

As of 2026-Q1, SEI INVESTMENTS CO holds 209,230 shares of CAT (CATERPILLAR INC).

Question 2

What is SEI INVESTMENTS CO's CAT position worth?

Accepted Answer

As of 2026-Q1, SEI INVESTMENTS CO's CAT position is worth $148.2M.

Question 3

Is SEI INVESTMENTS CO buying or selling CAT?

Accepted Answer

In 2026-Q1, SEI INVESTMENTS CO increased their CAT position (+19.8% change in shares).

Question 4

When did SEI INVESTMENTS CO first buy CAT?

Accepted Answer

Based on available 13F filings, SEI INVESTMENTS CO first reported a position in CAT in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	209,230	+19.8%	$148.2M	0.1%	$722.18	43
2025-Q4	Increased	174,713	+51.6%	$100.1M	0.1%	$576.04	42
2025-Q3	Increased	115,226	+10.6%	$55M	0.1%	$469.16	33
2025-Q2	Increased	104,176	+4.9%	$40.4M	0.0%	$381.32	31
2025-Q1	Decreased	99,336	-3.7%	$32.8M	0.0%	$325.22	0
2024-Q4	Decreased	103,191	-13.8%	$37.4M	0.0%	$356.77	0
2024-Q3	Increased	119,649	+1.2%	$46.8M	0.1%	$382.99	30
2024-Q2	Increased	118,189	+3.4%	$39.4M	0.1%	$324.88	30

CATShowing 8 of 30 quarters

CAT
Showing 8 of 30 quarters