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

Legacy Financial Group (Oklahoma)’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	$1.14M	Sell	1,070 -4	-0.4%	-$3.51K	0.27%	41
2026 Q1	$761K	Sell	1,074 -3	-0.3%	-$2.08K	0.2%	44
2025 Q4	$617K	Buy	1,077 +53	+5%	+$29.5K	0.16%	49
2025 Q3	$489K	Buy	1,024 +103	+11%	+$44K	0.13%	50
2025 Q2	$357K	Sell	921 -210	-19%	-$70K	0.11%	58
2025 Q1	$373K	Buy	1,131 +66	+6%	+$23.5K	0.12%	58
2024 Q4	$386K	Sell	1,065 -18	-2%	-$6.98K	0.12%	56
2024 Q3	$407K	Buy	1,083 +6	+0.6%	+$2.07K	0.14%	51
2024 Q2	$359K	Sell	1,077 -4	-0.4%	-$1.39K	0.14%	50
2024 Q1	$396K	Buy	1,081 +1	+0.1%	+$320	0.16%	46
2023 Q4	$319K	Buy	1,080 +2	+0.2%	+$519	0.14%	53
2023 Q3	$294K	Hold	1,078	–	–	0.15%	54
2023 Q2	$265K	Buy	+1,078	New	+$240K	0.13%	57
2023 Q1	–	Sell	-854	Closed	-$205K	–	65
2022 Q4	$205K	Buy	+854	New	+$186K	0.13%	61

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s CAT Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Caterpillar (CAT) stake by 0.37% in Q2 2026, selling an estimated $3.51K and leaving 1,070 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #41.

Legacy Financial Group (Oklahoma) first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Legacy Financial Group (Oklahoma) held 1,070 shares of Caterpillar worth $1.14M as of Q2 2026.
Legacy Financial Group (Oklahoma) sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.27% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #41 holding.
Legacy Financial Group (Oklahoma) first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.