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Legacy Bridge’s Caterpillar CAT Stock Holding History

Legacy Bridge’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
Q1 		$5.43M Buy
7,669
+304
+4% +$211K 2.07% 7
2025
Q4 		$4.22M Buy
7,365
+163
+2% +$90.6K 1.71% 10
2025
Q3 		$3.44M Sell
7,202
-70
-1% -$29.9K 1.43% 15
2025
Q2 		$2.82M Buy
7,272
+300
+4% +$100K 1.34% 16
2025
Q1 		$2.3M Sell
6,972
-176
-2% -$62.7K 1.28% 15
2024
Q4 		$2.59M Hold
7,148
– – 1.35% 14
2024
Q3 		$2.8M Buy
7,148
+12
+0.2% +$4.14K 1.51% 10
2024
Q2 		$2.38M Hold
7,136
– – 1.4% 11
2024
Q1 		$2.61M Buy
7,136
+6
+0.1% +$1.92K 1.53% 11
2023
Q4 		$2.11M Hold
7,130
– – 1.37% 10
2023
Q3 		$1.95M Buy
7,130
+150
+2% +$40.7K 1.39% 10
2023
Q2 		$1.72M Buy
6,980
+235
+3% +$52.4K 1.15% 17
2023
Q1 		$1.54M Hold
6,745
– – 1.08% 25
2022
Q4 		$1.62M Buy
6,745
+85
+1% +$18.5K 1.15% 19
2022
Q3 		$1.09M Hold
6,660
– – 0.87% 42
2022
Q2 		$1.19M Hold
6,660
– – 0.88% 34
2022
Q1 		$1.48M Hold
6,660
– – 0.87% 36
2021
Q4 		$1.38M Buy
6,660
+25
+0.4% +$5.03K 0.72% 49
2021
Q3 		$1.27M Buy
6,635
+122
+2% +$25.4K 0.73% 50
2021
Q2 		$1.42M Buy
6,513
+65
+1% +$15K 0.8% 40
2021
Q1 		$1.5M Buy
6,448
+742
+13% +$154K 0.97% 29
2020
Q4 		$1.04M Buy
5,706
+1,250
+28% +$212K 0.75% 50
2020
Q3 		$665K Buy
4,456
+125
+3% +$17.6K 0.61% 61
2020
Q2 		$548K Sell
4,331
-9
-0.2% -$1.07K 0.6% 61
2020
Q1 		$504K Sell
4,340
-718
-14% -$91.7K 0.63% 56
2019
Q4 		$747K Buy
5,058
+278
+6% +$38.8K 0.62% 62
2019
Q3 		$604K Sell
4,780
-300
-6% -$38.1K 0.58% 68
2019
Q2 		$692K Hold
5,080
– – 0.67% 48
2019
Q1 		$688K Buy
5,080
+110
+2% +$14.6K 0.71% 47
2018
Q4 		$632K Buy
+4,970
New +$647K 0.78% 40

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Bridge's CAT Position: Q1 2026 in Review

Legacy Bridge increased its Caterpillar (CAT) stake by 4.1% in Q1 2026, buying an estimated $211K and bringing the position to 7,669 shares worth $5.43M. The position accounts for 2.07% of the portfolio, ranked #7.

Legacy Bridge first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Legacy Bridge held 7,669 shares of Caterpillar worth $5.43M as of Q1 2026.
  • Legacy Bridge bought 304 Caterpillar shares in Q1 2026, an estimated $211K.
  • Caterpillar made up 2.07% of Legacy Bridge's portfolio in Q1 2026, its #7 holding.
  • Legacy Bridge first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.