How many shares of CAT does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 188,272 shares of CAT (CATERPILLAR INC).

What is Sequoia Financial Advisors, LLC's CAT position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's CAT position is worth $200.5M.

Is Sequoia Financial Advisors, LLC buying or selling CAT?

In 2026-Q2, Sequoia Financial Advisors, LLC increased their CAT position (+5.3% change in shares).

When did Sequoia Financial Advisors, LLC first buy CAT?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in CAT in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

CAT
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in CATERPILLAR INC

Current Value

$200.5M

Current Shares

188,272

Total Value Change

+$199.8M

Total Shares Change

+183,372

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	188,272	+5.3%	$200.5M	1.0%	$1,062.93	45
2026-Q1	Increased	178,760	+0.9%	$126.6M	0.7%	$705.80	43
2025-Q4	Increased	177,241	+0.3%	$101.5M	0.6%	$569.39	42
2025-Q3	Increased	176,626	+3.3%	$84.3M	0.5%	$472.89	43
2025-Q2	Increased	170,951	+36.3%	$66.4M	0.5%	$383.34	46
2025-Q1	Increased	125,429	+3.5%	$41.4M	0.3%	$324.10	36
2024-Q4	Increased	121,211	+60.7%	$44M	0.4%	$355.19	50
2024-Q3	Increased	75,446	+10.9%	$29.5M	0.3%	$381.59	38
2024-Q2	Increased	68,040	+20.1%	$22.7M	0.3%	$323.67	41
2024-Q1	Decreased	56,673	-4.3%	$20.8M	0.3%	$354.76	0
2023-Q4	Increased	59,234	+444.8%	$17.5M	0.2%	$284.93	55
2023-Q3	Decreased	10,872	-1.0%	$3M	0.1%	$261.73	0
2023-Q2	Increased	10,980	+7.3%	$2.7M	0.0%	$234.73	28
2023-Q1	Decreased	10,228	-0.8%	$2.3M	0.1%	$217.14	0
2022-Q4	Increased	10,315	+11.2%	$2.5M	0.1%	$226.23	29
2022-Q3	Decreased	9,276	-9.2%	$1.5M	0.0%	$153.92	0
2022-Q2	Decreased	10,211	-2.9%	$1.8M	0.1%	$166.53	0
2022-Q1	Increased	10,518	+41.5%	$2.3M	0.1%	$206.59	35
2021-Q4	Increased	7,432	+404.9%	$1.5M	0.0%	$190.75	41
2021-Q3	Decreased	1,472	-75.6%	$283,000	0.0%	$176.15	0
2021-Q2	Increased	6,040	+1.8%	$1.3M	0.0%	$198.63	26
2021-Q1	Decreased	5,936	-35.2%	$1.4M	0.1%	$210.68	0
2020-Q4	Increased	9,163	+1.5%	$1.7M	0.1%	$164.51	26
2020-Q3	Decreased	9,029	-0.3%	$1.3M	0.1%	$133.98	0
2020-Q2	Increased	9,060	+6.6%	$1.1M	0.1%	$112.79	27
2020-Q1	Increased	8,502	+15.6%	$987,000	0.1%	$102.52	29
2019-Q4	Decreased	7,357	-10.0%	$1.1M	0.1%	$129.57	0
2019-Q3	Increased	8,171	+71.6%	$1M	0.1%	$109.95	37
2019-Q2	Decreased	4,762	-2.8%	$649,000	0.0%	$117.74	0
2019-Q1	New	4,900	-	$664,000	0.1%	$116.34	34

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

CAT30 quarters

CAT
30 quarters