LT
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Legacy Trust’s Caterpillar CAT Stock Holding History

Legacy 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
Q1 		$1.06M Sell
1,491
-215
-13% -$149K 0.2% 81
2025
Q4 		$977K Sell
1,706
-167
-9% -$92.8K 0.18% 88
2025
Q3 		$894K Buy
+1,873
New +$800K 0.18% 92
2024
Q4 		– Sell
-525
Closed -$205K – 161
2024
Q3 		$205K Buy
+525
New +$181K 0.05% 156
2024
Q1 		– Sell
-1,001
Closed -$296K – 152
2023
Q4 		$296K Hold
1,001
– – 0.08% 135
2023
Q3 		$273K Hold
1,001
– – 0.08% 136
2023
Q2 		$246K Sell
1,001
-53
-5% -$11.8K 0.07% 141
2023
Q1 		$241K Hold
1,054
– – 0.07% 146
2022
Q4 		$252K Buy
+1,054
New +$229K 0.08% 135

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 Trust's CAT Position: Q1 2026 in Review

Legacy Trust reduced its Caterpillar (CAT) stake by 13% in Q1 2026, selling an estimated $149K and leaving 1,491 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #81.

Legacy Trust first reported a position in CAT in Q4 2022 and has held it in 9 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Legacy Trust held 1,491 shares of Caterpillar worth $1.06M as of Q1 2026.
  • Legacy Trust sold 215 Caterpillar shares in Q1 2026, an estimated $149K.
  • Caterpillar made up 0.2% of Legacy Trust's portfolio in Q1 2026, its #81 holding.
  • Legacy Trust first reported a position in Caterpillar in Q4 2022 and has held it in 9 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.