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CAT
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
178,760
+0.9%
$126.6M0.7%$722.18
43
2025-Q4
Increased
177,241
+0.3%
$101.5M0.6%$576.04
42
2025-Q3
Increased
176,626
+3.3%
$84.3M0.5%$469.16
43
2025-Q2
Increased
170,951
+36.3%
$66.4M0.5%$381.32
46
2025-Q1
Increased
125,429
+3.5%
$41.4M0.3%$325.22
36
2024-Q4
Increased
121,211
+60.7%
$44M0.4%$356.77
50
2024-Q3
Increased
75,446
+10.9%
$29.5M0.3%$382.99
38
2024-Q2
Increased
68,040
+20.1%
$22.7M0.3%$324.88
41

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

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