Legacy Capital Group California’s Caterpillar CAT Stock Holding History

Legacy Capital Group California’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	$805K	Sell	1,136 -912	-45%	-$632K	0.31%	100
2025 Q4	$1.17M	Sell	2,048 -464	-18%	-$258K	0.28%	86
2025 Q3	$1.2M	Buy	2,512 +13	+0.5%	+$5.55K	0.31%	75
2025 Q2	$970K	Sell	2,499 -69	-3%	-$23K	0.27%	98
2025 Q1	$847K	Sell	2,568 -1,413	-35%	-$503K	0.3%	86
2024 Q4	$1.44M	Sell	3,981 -1,312	-25%	-$509K	0.44%	43
2024 Q3	$2.07M	Sell	5,293 -117	-2%	-$40.4K	0.69%	23
2024 Q2	$1.8M	Sell	5,410 -68	-1%	-$23.6K	0.65%	31
2024 Q1	$2.01M	Buy	5,478 +1,810	+49%	+$578K	0.74%	20
2023 Q4	$1.08M	Sell	3,668 -10	-0.3%	-$2.59K	0.42%	51
2023 Q3	$1M	Buy	3,678 +3	+0.1%	+$814	0.43%	56
2023 Q2	$904K	Buy	3,675 +102	+3%	+$22.7K	0.37%	72
2023 Q1	$818K	Buy	+3,573	New	+$864K	0.4%	69

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's CAT Position: Q1 2026 in Review

Legacy Capital Group California reduced its Caterpillar (CAT) stake by 45% in Q1 2026, selling an estimated $632K and leaving 1,136 shares worth $805K. The position accounts for 0.31% of the portfolio, ranked #100.

Legacy Capital Group California first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.07M in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Legacy Capital Group California held 1,136 shares of Caterpillar worth $805K as of Q1 2026.
Legacy Capital Group California sold 912 Caterpillar shares in Q1 2026, an estimated $632K.
Caterpillar made up 0.31% of Legacy Capital Group California's portfolio in Q1 2026, its #100 holding.
Legacy Capital Group California first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Caterpillar position peaked at $2.07M in Q3 2024.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.