LFS
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Legacy Financial Strategies’s Caterpillar CAT Stock Holding History

Legacy Financial Strategies’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 		$6.98M Sell
6,554
-321
-5% -$282K 1.08% 16
2026
Q1 		$4.87M Buy
6,875
+3,275
+91% +$2.27M 0.88% 17
2025
Q4 		$2.06M Buy
3,600
+246
+7% +$137K 0.37% 47
2025
Q3 		$1.6M Sell
3,354
-74
-2% -$31.6K 0.29% 49
2025
Q2 		$1.33M Sell
3,428
-465
-12% -$155K 0.26% 50
2025
Q1 		$1.28M Sell
3,893
-6,760
-63% -$2.41M 0.28% 47
2024
Q4 		$3.83M Sell
10,653
-182
-2% -$70.6K 0.83% 19
2024
Q3 		$4.24M Buy
10,835
+321
+3% +$111K 0.94% 19
2024
Q2 		$3.48M Buy
10,514
+828
+9% +$287K 0.84% 19
2024
Q1 		$3.55M Sell
9,686
-78
-0.8% -$24.9K 0.91% 16
2023
Q4 		$2.89M Buy
9,764
+28
+0.3% +$7.26K 0.82% 23
2023
Q3 		$2.29M Buy
9,736
+313
+3% +$84.9K 0.73% 32
2023
Q2 		$2.32M Buy
+9,423
New +$2.1M 0.78% 31
2021
Q1 		– Sell
-8,125
Closed -$1.48M – 64
2020
Q4 		$1.48M Sell
8,125
-4
-0% -$678 0.75% 15
2020
Q3 		$1.21M Buy
+8,129
New +$1.14M 0.7% 20

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 Strategies's CAT Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Caterpillar (CAT) stake by 4.7% in Q2 2026, selling an estimated $282K and leaving 6,554 shares worth $6.98M. The position accounts for 1.08% of the portfolio, ranked #16.

Legacy Financial Strategies first reported a position in CAT in Q3 2020 and has held it in 15 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Financial Strategies held 6,554 shares of Caterpillar worth $6.98M as of Q2 2026.
  • Legacy Financial Strategies sold 321 Caterpillar shares in Q2 2026, an estimated $282K.
  • Caterpillar made up 1.08% of Legacy Financial Strategies's portfolio in Q2 2026, its #16 holding.
  • Legacy Financial Strategies first reported a position in Caterpillar in Q3 2020 and has held it in 15 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.