Legacy Advisory Services’s Caterpillar CAT Stock Holding History

Legacy Advisory Services’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	$266K	Buy	+250	New	+$220K	0.19%	46
2025 Q1	–	Sell	-1,064	Closed	-$386K	–	51
2024 Q4	$386K	Hold	1,064	–	–	0.33%	41
2024 Q3	$416K	Hold	1,064	–	–	0.36%	37
2024 Q2	$354K	Hold	1,064	–	–	0.32%	40
2024 Q1	$390K	Sell	1,064 -17	-2%	-$5.43K	0.37%	40
2023 Q4	$320K	Buy	+1,081	New	+$280K	0.34%	39

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Legacy Advisory Services's CAT Position: Q2 2026 in Review

Legacy Advisory Services opened a new position in Caterpillar (CAT) in Q2 2026: 250 shares worth $266K. The stake represents 0.19% of the portfolio and ranks #46 among its holdings. This is a return to the name: Legacy Advisory Services previously reported a position in CAT as recently as Q4 2024.

Legacy Advisory Services first reported a position in CAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $416K in Q3 2024. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Legacy Advisory Services held 250 shares of Caterpillar worth $266K as of Q2 2026.
Caterpillar was a new Legacy Advisory Services position in Q2 2026.
Caterpillar made up 0.19% of Legacy Advisory Services's portfolio in Q2 2026, its #46 holding.
Legacy Advisory Services first reported a position in Caterpillar in Q4 2023 and has held it in 6 quarters since.
Legacy Advisory Services's Caterpillar position peaked at $416K in Q3 2024.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.