LEA
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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
Q2 		$309K Sell
797
-104
-12% -$91.4K 0.04% 162
2026
Q1 		$638K Sell
901
-17
-2% -$11.8K 0.07% 116
2025
Q4 		$526K Buy
+918
New +$510K 0.06% 122

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Edge Advisors's CAT Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $91.4K and leaving 797 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #162.

Legacy Edge Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $638K in Q1 2026. 2,891 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Edge Advisors held 797 shares of Caterpillar worth $309K as of Q2 2026.
  • Legacy Edge Advisors sold 104 Caterpillar shares in Q2 2026, an estimated $91.4K.
  • Caterpillar made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #162 holding.
  • Legacy Edge Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Caterpillar position peaked at $638K in Q1 2026.
  • 2,891 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.