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 Q3	$742K	Buy	1,192 +126	+12%	+$107K	0.12%	110
2026 Q2	$1.14M	Sell	1,066 -425	-29%	-$373K	0.2%	82
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Legacy Trust's CAT Position: Q3 2026 in Review

Legacy Trust increased its Caterpillar (CAT) stake by 12% in Q3 2026, buying an estimated $107K and bringing the position to 1,192 shares worth $742K. The position accounts for 0.12% of the portfolio, ranked #110.

Legacy Trust first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Legacy Trust held 1,192 shares of Caterpillar worth $742K as of Q3 2026.
Legacy Trust bought 126 Caterpillar shares in Q3 2026, an estimated $107K.
Caterpillar made up 0.12% of Legacy Trust's portfolio in Q3 2026, its #110 holding.
Legacy Trust first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
Legacy Trust's Caterpillar position peaked at $1.14M in Q2 2026.
2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.