Position history for Sequoia Financial Advisors, LLC's holdings in CATERPILLAR INC
Sequoia Financial Advisors, LLC holds 178,760 shares of CAT (CATERPILLAR INC), worth $126.6M as of 2026-Q1. The position was increased (+0.9% shares). CAT represents 0.7% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$126.6M
Current Shares
178,760
Total Value Change
+$104M
Total Shares Change
+110,720
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 178,760 |
+0.9% |
| $126.6M |
| 0.7% |
| $722.18 |
43 |
| 2025-Q4 | 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 |