Legacy Advisory Services
CAT icon

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
Q3 		$218K Buy
269
+19
+8% +$16.1K 0.16% 79
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)
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 Advisory Services's CAT Position: Q3 2026 in Review

Legacy Advisory Services increased its Caterpillar (CAT) stake by 7.6% in Q3 2026, buying an estimated $16.1K and bringing the position to 269 shares worth $218K. The position accounts for 0.16% of the portfolio, ranked #79.

Legacy Advisory Services first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $416K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Legacy Advisory Services held 269 shares of Caterpillar worth $218K as of Q3 2026.
  • Legacy Advisory Services bought 19 Caterpillar shares in Q3 2026, an estimated $16.1K.
  • Caterpillar made up 0.16% of Legacy Advisory Services's portfolio in Q3 2026, its #79 holding.
  • Legacy Advisory Services first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • Legacy Advisory Services's Caterpillar position peaked at $416K in Q3 2024.
  • 1,288 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.