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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
Q2 		$2.7M Buy
2,532
+1,396
+123% +$1.23M 0.81% 16
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Legacy Capital Group California's CAT Position: Q2 2026 in Review

Legacy Capital Group California increased its Caterpillar (CAT) stake by 123% in Q2 2026, buying an estimated $1.23M and bringing the position to 2,532 shares worth $2.7M. The position accounts for 0.81% of the portfolio, ranked #16.

Legacy Capital Group California first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Capital Group California held 2,532 shares of Caterpillar worth $2.7M as of Q2 2026.
  • Legacy Capital Group California bought 1,396 Caterpillar shares in Q2 2026, an estimated $1.23M.
  • Caterpillar made up 0.81% of Legacy Capital Group California's portfolio in Q2 2026, its #16 holding.
  • Legacy Capital Group California first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.