SEI INVESTMENTS CO

Position in CAT — Caterpillar Inc

CIK 350894 OAKS, PA

Position in CAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$148,231,085

+$48,143,251 QoQ

Shares Held

209,230

+19.8% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

SEI INVESTMENTS CO holds $429,259,566 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	209,230	$148,231,085
2	DE	Deere & Co	119,585	$67,362,230
3	OSK	Oshkosh Corp	404,156	$59,495,803
4	CNH	CNH Industrial N.V.	4,666,201	$51,328,211
5	FSS	Federal Signal Corp /De/	168,942	$18,269,387
6	AGCO	Agco Corp /De	146,726	$17,001,140
7	PCAR	Paccar Inc	134,291	$15,510,610
8	BLBD	Blue Bird Corp	206,016	$11,699,648

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$148,231,085	209,230	+19.8%	Shares	Defined	2026-05-13
2025-12-31	$100,087,834	174,713	+51.6%	Shares	Defined	2026-02-13
2025-09-30	$54,980,085	115,226	+10.6%	Shares	Sole	2025-11-13
2025-06-30	$40,442,164	104,176	+4.9%	Shares	Sole	2025-08-14
2025-03-31	$32,761,012	99,336	-3.7%	Shares	Sole	2025-05-14
2024-12-31	$37,433,567	103,191	-13.8%	Shares	Sole	2025-02-11
2024-09-30	$46,797,116	119,649	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$39,368,755	118,189	+3.4%	Shares	Sole	2024-08-13
2024-03-31	$41,896,506	114,337	+14.1%	Shares	Sole	2024-05-07
2023-12-31	$29,630,864	100,216	-67.4%	Shares	Sole	2024-02-14
2023-09-30	$83,814,822	307,014	+237.4%	Shares	Defined	2023-11-14
2023-06-30	$22,389,564	90,996	-12.6%	Shares	Defined	2023-08-11
2023-03-31	$23,837,346	104,166	+20.8%	Shares	Sole	2023-05-12
2022-12-31	$20,652,226	86,209	+18.7%	Shares	Defined	2023-02-10
2022-09-30	$11,918,770	72,640	-5.0%	Shares	Sole	2022-11-14
2022-06-30	$13,661,375	76,423	+16.4%	Shares	Sole	2022-08-15
2022-03-31	$14,626,572	65,643	+17.3%	Shares	Sole	2022-05-13
2021-12-31	$11,566,688	55,948	-13.5%	Shares	Sole	2022-02-14
2021-09-30	$12,417,770	64,686	-43.2%	Shares	Sole	2021-11-12
2021-06-30	$24,788,056	113,900	-20.7%	Shares	Sole	2021-08-06
2021-03-31	$33,299,777	143,614	-6.4%	Shares	Sole	2021-05-12
2020-12-31	$27,928,056	153,434	+3.9%	Shares	Sole	2021-02-08
2020-09-30	$22,026,471	147,680	+18.0%	Shares	Sole	2020-12-04
2020-06-30	$15,825,529	125,103	+6.8%	Shares	Sole	2020-08-17
2020-03-31	$13,592,577	117,137	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.