Charis Legacy Partners
CAT icon

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
Q3 		$1.35M Hold
1,670
– – 1.67% 13
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Charis Legacy Partners's CAT Position: Q3 2026 in Review

Charis Legacy Partners held its Caterpillar (CAT) position steady in Q3 2026 at 1,670 shares worth $1.35M. The position accounts for 1.67% of the portfolio, ranked #13.

Charis Legacy Partners first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Charis Legacy Partners held 1,670 shares of Caterpillar worth $1.35M as of Q3 2026.
  • Charis Legacy Partners left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 1.67% of Charis Legacy Partners's portfolio in Q3 2026, its #13 holding.
  • Charis Legacy Partners first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Charis Legacy Partners's Caterpillar position peaked at $1.78M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.