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
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

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 Trust's CAT Position: Q2 2026 in Review

Legacy Trust reduced its Caterpillar (CAT) stake by 29% in Q2 2026, selling an estimated $373K and leaving 1,066 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #82.

Legacy Trust first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Trust held 1,066 shares of Caterpillar worth $1.14M as of Q2 2026.
  • Legacy Trust sold 425 Caterpillar shares in Q2 2026, an estimated $373K.
  • Caterpillar made up 0.2% of Legacy Trust's portfolio in Q2 2026, its #82 holding.
  • Legacy Trust first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.