Position history for Sequoia Financial Advisors, LLC's holdings in CATERPILLAR INC DEL
Sequoia Financial Advisors, LLC holds 177,241 shares of CAT (CATERPILLAR INC DEL), worth $101.5M as of 2025-Q4. The position was increased (++0.3% shares). CAT represents 0.6% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$101.5M
Current Shares
177,241
Total Value Change
+$78.9M
Total Shares Change
+109,201
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 177,241 |
+0.3% |
| $101.5M |
| 0.6% |
| $576.04 |
42 |
| 2025-Q3 | Increased | 176,626 | +3.3% | $84.3M | 0.5% | $469.16 | 43 |
| 2025-Q2 | Increased | 170,951 | +36.3% | $66.4M | 0.5% | $381.32 | 46 |
| 2025-Q1 | Increased | 125,429 | +3.5% | $41.4M | 0.3% | $325.22 | 36 |
| 2024-Q4 | Increased | 121,211 | +60.7% | $44M | 0.4% | $356.77 | 50 |
| 2024-Q3 | Increased | 75,446 | +10.9% | $29.5M | 0.3% | $382.99 | 38 |
| 2024-Q2 | Increased | 68,040 | +20.1% | $22.7M | 0.3% | $324.88 | 41 |