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Livermore
Livermore
ZHEN

Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
188,272
Value
$200.5M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of CAT by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026188,272$200.5M1.0%+9,512+5.3%AddedHolders
Q1 2026178,760$126.6M0.7%+1,519+0.9%AddedHolders
Q4 2025177,241$101.5M0.6%+615+0.3%AddedHolders
Q3 2025176,626$84.3M0.5%+5,675+3.3%AddedHolders
Q2 2025170,951$66.4M0.5%+45,522+36.3%AddedHolders
Q1 2025125,429$41.4M0.3%+4,218+3.5%AddedHolders
Q4 2024121,211$44.0M0.4%+45,765+60.7%AddedHolders
Q3 202475,446$29.5M0.3%+7,406+10.9%AddedHolders
Q2 202468,040$22.7M0.3%+11,367+20.1%AddedHolders
Q1 202456,673$20.8M0.3%−2,561−4.3%ReducedHolders
Q4 202359,234$17.5M0.2%+48,362+444.8%AddedHolders
Q3 202310,872$2.97M0.1%−108−1.0%ReducedHolders
Q2 202310,980$2.70M<0.1%+752+7.4%AddedHolders
Q1 202310,228$2.34M0.1%−87−0.8%ReducedHolders
Q4 202210,315$2.47M0.1%+1,039+11.2%AddedHolders
Q3 20229,276$1.53M<0.1%−935−9.2%ReducedHolders
Q2 202210,211$1.82M0.1%−307−2.9%ReducedHolders
Q1 202210,518$2.34M0.1%+3,086+41.5%AddedHolders
Q4 20217,432$1.54M<0.1%+5,960+404.9%AddedHolders
Q3 20211,472$283.0K<0.1%−4,568−75.6%ReducedHolders
Q2 20216,040$1.31M<0.1%+104+1.8%AddedHolders
Q1 20215,936$1.38M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.