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Legacy Investment Solutions’s Caterpillar CAT Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$22.9K Buy
+59
New +$19.7K 0.01% 227
2024
Q4 		$21.5K Buy
+59
New +$22.9K 0.01% 209

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's CAT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Caterpillar (CAT) in Q2 2025: 59 shares worth $22.9K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CAT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CAT in Q4 2024 and has held it in 2 quarters since. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Legacy Investment Solutions held 59 shares of Caterpillar worth $22.9K as of Q2 2025.
  • Caterpillar was a new Legacy Investment Solutions position in Q2 2025.
  • Caterpillar made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #227 holding.
  • Legacy Investment Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 2 quarters since.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.