LWA
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Legacy Wealth Advisors’s Caterpillar CAT Stock Holding History

Legacy Wealth Advisors’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 		$287K Buy
405
+52
+15% +$36K 0.15% 77
2025
Q4 		$202K Buy
+353
New +$196K 0.13% 85

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 Wealth Advisors's CAT Position: Q1 2026 in Review

Legacy Wealth Advisors increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $36K and bringing the position to 405 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #77.

Legacy Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Legacy Wealth Advisors held 405 shares of Caterpillar worth $287K as of Q1 2026.
  • Legacy Wealth Advisors bought 52 Caterpillar shares in Q1 2026, an estimated $36K.
  • Caterpillar made up 0.15% of Legacy Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Legacy Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.