Legacy Advisors
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Legacy Advisors’s Caterpillar CAT Stock Holding History

Legacy Advisors’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 		$1.08M Buy
1,329
+66
+5% +$56K 0.1% 109
2026
Q2 		$1.35M Buy
1,263
+280
+28% +$246K 0.13% 96
2026
Q1 		$696K Buy
983
+7
+0.7% +$4.85K 0.08% 131
2025
Q4 		$559K Buy
976
+23
+2% +$12.8K 0.06% 155
2025
Q3 		$455K Buy
+953
New +$407K 0.06% 156
2025
Q1 		$1.13M Buy
3,426
+311
+10% +$111K 0.12% 148
2024
Q4 		$1.13M Hold
3,115
– – 0.11% 144
2024
Q3 		$1.22M Buy
3,115
+407
+15% +$141K 0.13% 130
2024
Q2 		$902K Sell
2,708
-1,718
-39% -$596K 0.11% 139
2024
Q1 		$1.62M Sell
4,426
-1,211
-21% -$387K 0.2% 91
2023
Q4 		$1.67M Buy
5,637
+815
+17% +$211K 0.21% 91
2023
Q3 		$1.32M Buy
4,822
+2,954
+158% +$801K 0.21% 98
2023
Q2 		$460K Buy
1,868
+63
+3% +$14K 0.07% 182
2023
Q1 		$413K Buy
1,805
+69
+4% +$16.7K 0.08% 167
2022
Q4 		$416K Buy
1,736
+287
+20% +$62.5K 0.08% 157
2022
Q3 		$238K Buy
+1,449
New +$265K 0.05% 194
2020
Q1 		– Sell
-2,597
Closed -$384K – 100
2019
Q4 		$384K Buy
+2,597
New +$362K 0.24% 84
2019
Q3 		– Sell
-345
Closed -$47K – 146
2019
Q2 		$47K Hold
345
– – 0.03% 209
2019
Q1 		$47K Buy
+345
New +$45.8K 0.02% 221
2018
Q4 		– Sell
-345
Closed -$53K – 163
2018
Q3 		$53K Hold
345
– – 0.03% 225
2018
Q2 		$47K Hold
345
– – 0.04% 192
2018
Q1 		$52K Hold
345
– – 0.04% 160
2017
Q4 		$54K Hold
345
– – 0.05% 126
2017
Q3 		$43K Hold
345
– – 0.05% 113
2017
Q2 		$37K Hold
345
– – 0.05% 111
2017
Q1 		$32K Hold
345
– – 0.04% 111
2016
Q4 		$31K Buy
+345
New +$31.3K 0.04% 125

Other funds holding CAT

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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Legacy Advisors's CAT Position: Q3 2026 in Review

Legacy Advisors increased its Caterpillar (CAT) stake by 5.2% in Q3 2026, buying an estimated $56K and bringing the position to 1,329 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #109.

Legacy Advisors first reported a position in CAT in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.67M in Q4 2023. 1,241 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Legacy Advisors held 1,329 shares of Caterpillar worth $1.08M as of Q3 2026.
  • Legacy Advisors bought 66 Caterpillar shares in Q3 2026, an estimated $56K.
  • Caterpillar made up 0.1% of Legacy Advisors's portfolio in Q3 2026, its #109 holding.
  • Legacy Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 27 quarters since.
  • Legacy Advisors's Caterpillar position peaked at $1.67M in Q4 2023.
  • 1,241 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.