FLFS
CAT icon

Family Legacy Financial Solutions’s Caterpillar CAT Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-82
Closed -$39.2K – 73
2025
Q3 		$39.2K Buy
82
+1
+1% +$427 0.03% 104
2025
Q2 		$31.8K Buy
+81
New +$27K 0.03% 103

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Family Legacy Financial Solutions's CAT Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 82 shares — an estimated $39.2K sold.

Family Legacy Financial Solutions first reported a position in CAT in Q2 2025 and held it in 2 quarters. The position peaked at $39.2K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 82 Caterpillar shares in Q4 2025, an estimated $39.2K.
  • Family Legacy Financial Solutions first reported a position in Caterpillar in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Caterpillar position peaked at $39.2K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.