Legacy Edge Advisors
CAT icon

Legacy Edge Advisors’s Caterpillar CAT Stock Holding History

Legacy Edge Advisors’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 		$713K Buy
880
+7
+0.8% +$5.94K 0.06% 125
2026
Q2 		$930K Sell
873
-28
-3% -$24.6K 0.09% 103
2026
Q1 		$638K Sell
901
-17
-2% -$11.8K 0.07% 116
2025
Q4 		$526K Sell
918
-19
-2% -$10.6K 0.06% 122
2025
Q3 		$447K Buy
937
+140
+18% +$59.8K 0.05% 137
2025
Q2 		$309K Sell
797
-7
-0.9% -$2.33K 0.04% 162
2025
Q1 		$265K Buy
804
+112
+16% +$39.9K 0.04% 158
2024
Q4 		$251K Sell
692
-11
-2% -$4.27K 0.04% 160
2024
Q3 		$275K Sell
703
-22
-3% -$7.6K 0.04% 155
2024
Q2 		$241K Buy
725
+72
+11% +$25K 0.04% 155
2024
Q1 		$239K Buy
+653
New +$209K 0.05% 148

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Legacy Edge Advisors's CAT Position: Q3 2026 in Review

Legacy Edge Advisors increased its Caterpillar (CAT) stake by 0.8% in Q3 2026, buying an estimated $5.94K and bringing the position to 880 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #125.

Legacy Edge Advisors first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $930K in Q2 2026. 2,891 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Legacy Edge Advisors held 880 shares of Caterpillar worth $713K as of Q3 2026.
  • Legacy Edge Advisors bought 7 Caterpillar shares in Q3 2026, an estimated $5.94K.
  • Caterpillar made up 0.06% of Legacy Edge Advisors's portfolio in Q3 2026, its #125 holding.
  • Legacy Edge Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Caterpillar position peaked at $930K in Q2 2026.
  • 2,891 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.