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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Edge Advisors's CAT Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $24.6K and leaving 873 shares worth $930K. The position accounts for 0.09% of the portfolio, ranked #103.

Legacy Edge Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Edge Advisors held 873 shares of Caterpillar worth $930K as of Q2 2026.
  • Legacy Edge Advisors sold 28 Caterpillar shares in Q2 2026, an estimated $24.6K.
  • Caterpillar made up 0.09% of Legacy Edge Advisors's portfolio in Q2 2026, its #103 holding.
  • Legacy Edge Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,066 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.