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Disclosery

SEI INVESTMENTS CO: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on CAT, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 290,919 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,919 shares
    Change vs previous 13F +81,689 shares

    0.27% of the 13F portfolio, value $309,780,503.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 209,230 shares
    Change vs previous 13F +34,517 shares

    0.14% of the 13F portfolio, value $148,240,422.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 174,713 shares
    Change vs previous 13F +59,487 shares

    0.1% of the 13F portfolio, value $100,090,460.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,226 shares
    Change vs previous 13F +11,050 shares

    0.06% of the 13F portfolio, value $54,977,143.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 104,176 shares
    Change vs previous 13F +4,840 shares

    0.05% of the 13F portfolio, value $40,441,284.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 99,336 shares
    Change vs previous 13F -3,855 shares

    0.04% of the 13F portfolio, value $32,766,451.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,191 shares
    Change vs previous 13F -16,458 shares

    0.05% of the 13F portfolio, value $37,436,251.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 119,649 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $46,792,902.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).