Legacy Private Trust’s Caterpillar CAT Stock Holding History

Legacy Private Trust’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	$2.98M	Buy	2,800 +542	+24%	+$476K	0.17%	98
2026 Q1	$1.6M	Buy	2,258 +27	+1%	+$18.7K	0.1%	137
2025 Q4	$1.28M	Sell	2,231 -15	-0.7%	-$8.34K	0.08%	147
2025 Q3	$1.07M	Buy	+2,246	New	+$959K	0.06%	151
2017 Q1	–	Sell	-3,130	Closed	-$290K	–	241
2016 Q4	$290K	Buy	3,130 +10	+0.3%	+$906	0.04%	206
2016 Q3	$277K	Sell	3,120 -22	-0.7%	-$1.8K	0.04%	207
2016 Q2	$238K	Sell	3,142 -1,028	-25%	-$77K	0.03%	211
2016 Q1	$319K	Buy	+4,170	New	+$280K	0.05%	199

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 Private Trust's CAT Position: Q2 2026 in Review

Legacy Private Trust increased its Caterpillar (CAT) stake by 24% in Q2 2026, buying an estimated $476K and bringing the position to 2,800 shares worth $2.98M. The position accounts for 0.17% of the portfolio, ranked #98.

Legacy Private Trust first reported a position in CAT in Q1 2016 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Legacy Private Trust held 2,800 shares of Caterpillar worth $2.98M as of Q2 2026.
Legacy Private Trust bought 542 Caterpillar shares in Q2 2026, an estimated $476K.
Caterpillar made up 0.17% of Legacy Private Trust's portfolio in Q2 2026, its #98 holding.
Legacy Private Trust first reported a position in Caterpillar in Q1 2016 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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