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Legacy Financial Advisors’s Caterpillar CAT Stock Holding History

Legacy Financial 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 		$3.13M Buy
2,941
+142
+5% +$125K 0.38% 49
2026
Q1 		$1.98M Buy
2,799
+49
+2% +$33.9K 0.28% 60
2025
Q4 		$1.58M Buy
2,750
+50
+2% +$27.8K 0.22% 79
2025
Q3 		$1.29M Buy
2,700
+461
+21% +$197K 0.18% 93
2025
Q2 		$869K Buy
2,239
+83
+4% +$27.7K 0.14% 128
2025
Q1 		$711K Buy
2,156
+1
+0% +$356 0.12% 149
2024
Q4 		$782K Buy
2,155
+122
+6% +$47.3K 0.13% 131
2024
Q3 		$795K Buy
2,033
+50
+3% +$17.3K 0.13% 127
2024
Q2 		$661K Sell
1,983
-12
-0.6% -$4.16K 0.12% 145
2024
Q1 		$731K Buy
1,995
+142
+8% +$45.4K 0.13% 129
2023
Q4 		$548K Buy
1,853
+144
+8% +$37.4K 0.11% 154
2023
Q3 		$467K Buy
1,709
+244
+17% +$66.2K 0.09% 146
2023
Q2 		$361K Buy
1,465
+208
+17% +$46.4K 0.07% 179
2023
Q1 		$288K Sell
1,257
-5
-0.4% -$1.21K 0.06% 189
2022
Q4 		$302K Buy
+1,262
New +$275K 0.07% 177
2022
Q2 		– Sell
-985
Closed -$219K – 227
2022
Q1 		$219K Buy
985
+11
+1% +$2.31K 0.05% 221
2021
Q4 		$201K Buy
+974
New +$196K 0.05% 202
2019
Q2 		– Sell
-698
Closed -$95K – 237
2019
Q1 		$95K Buy
698
+217
+45% +$28.8K 0.03% 171
2018
Q4 		$61K Buy
481
+285
+145% +$37.1K 0.02% 205
2018
Q3 		$29K Hold
196
– – 0.01% 317
2018
Q2 		$28K Buy
196
+31
+19% +$4.63K 0.01% 323
2018
Q1 		$24K Sell
165
-1,701
-91% -$269K 0.01% 339
2017
Q4 		$294K Buy
+1,866
New +$259K 0.12% 77

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 Financial Advisors's CAT Position: Q2 2026 in Review

Legacy Financial Advisors increased its Caterpillar (CAT) stake by 5.1% in Q2 2026, buying an estimated $125K and bringing the position to 2,941 shares worth $3.13M. The position accounts for 0.38% of the portfolio, ranked #49.

Legacy Financial Advisors first reported a position in CAT in Q4 2017 and has held it in 23 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Financial Advisors held 2,941 shares of Caterpillar worth $3.13M as of Q2 2026.
  • Legacy Financial Advisors bought 142 Caterpillar shares in Q2 2026, an estimated $125K.
  • Caterpillar made up 0.38% of Legacy Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Legacy Financial Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 23 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.