CLP
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Charis Legacy Partners’s Caterpillar CAT Stock Holding History

Charis Legacy Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Hold
1,670
– – 2.19% 12
2026
Q1 		$1.18M Hold
1,670
– – 1.73% 13
2025
Q4 		$957K Hold
1,670
– – 1.41% 15
2025
Q3 		$797K Hold
1,670
– – 1.19% 16
2025
Q2 		$648K Hold
1,670
– – 1.07% 16
2025
Q1 		$551K Hold
1,670
– – 1.04% 17
2024
Q4 		$606K Buy
+1,670
New +$648K 1.24% 16

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Charis Legacy Partners's CAT Position: Q2 2026 in Review

Charis Legacy Partners held its Caterpillar (CAT) position steady in Q2 2026 at 1,670 shares worth $1.78M. The position accounts for 2.19% of the portfolio, ranked #12.

Charis Legacy Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Charis Legacy Partners held 1,670 shares of Caterpillar worth $1.78M as of Q2 2026.
  • Charis Legacy Partners left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 2.19% of Charis Legacy Partners's portfolio in Q2 2026, its #12 holding.
  • Charis Legacy Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.