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Legacy CG’s Caterpillar CAT Stock Holding History

Legacy CG’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
2025
Q2 		– Sell
-15,871
Closed -$5.23M – 53
2025
Q1 		$5.23M Buy
15,871
+417
+3% +$149K 1.69% 24
2024
Q4 		$5.61M Sell
15,454
-890
-5% -$345K 1.72% 23
2024
Q3 		$6.39M Buy
16,344
+755
+5% +$261K 2.09% 19
2024
Q2 		$5.19M Buy
15,589
+300
+2% +$104K 1.77% 25
2024
Q1 		$5.6M Buy
15,289
+475
+3% +$152K 2.03% 20
2023
Q4 		$4.38M Buy
+14,814
New +$3.84M 1.66% 28

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy CG's CAT Position: Q2 2025 in Review

Legacy CG sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 15,871 shares — an estimated $5.23M sold.

Legacy CG first reported a position in CAT in Q4 2023 and held it in 6 quarters. The position peaked at $6.39M in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Legacy CG reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Legacy CG sold 15,871 Caterpillar shares in Q2 2025, an estimated $5.23M.
  • Legacy CG first reported a position in Caterpillar in Q4 2023 and held it in 6 quarters.
  • Legacy CG's Caterpillar position peaked at $6.39M in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Legacy CG's 13F filing for Q2 2025, filed 22 Jul 2025.