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
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 Street
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VCM
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CAT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) held its Caterpillar (CAT) position steady in Q1 2026 at 1,206 shares worth $855K. The position accounts for 0.11% of the portfolio, ranked #66.

Legacy Financial Group (Iowa) first reported a position in CAT in Q3 2023 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Legacy Financial Group (Iowa) held 1,206 shares of Caterpillar worth $855K as of Q1 2026.
  • Legacy Financial Group (Iowa) left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.11% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #66 holding.
  • Legacy Financial Group (Iowa) first reported a position in Caterpillar in Q3 2023 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.