Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Caterpillar CAT Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.29M Buy
1,212
+6
+0.5% +$5.27K 0.15% 61
2026
Q1 		$855K Hold
1,206
– – 0.11% 66
2025
Q4 		$834K Buy
1,206
+51
+4% +$28.3K 0.1% 66
2025
Q3 		$551K Buy
1,155
+1
+0.1% +$427 0.07% 79
2025
Q2 		$448K Sell
1,154
-29
-2% -$9.67K 0.06% 80
2025
Q1 		$390K Buy
1,183
+1
+0.1% +$356 0.06% 82
2024
Q4 		$429K Buy
+1,182
New +$458K 0.07% 78
2024
Q3 		– Sell
-707
Closed -$236K – 62
2024
Q2 		$236K Hold
707
– – 0.05% 94
2024
Q1 		$259K Buy
+707
New +$226K 0.05% 87
2023
Q4 		– Sell
-956
Closed -$261K – 98
2023
Q3 		$261K Buy
+956
New +$259K 0.06% 81

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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 Group (Iowa)'s CAT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Caterpillar (CAT) stake by 0.5% in Q2 2026, buying an estimated $5.27K and bringing the position to 1,212 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #61.

Legacy Financial Group (Iowa) first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,212 shares of Caterpillar worth $1.29M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.15% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #61 holding.
  • Legacy Financial Group (Iowa) first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.