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Legacy Wealth Asset Management’s Caterpillar CAT Stock Holding History

Legacy Wealth Asset Management’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 		$2.61M Sell
2,450
-139
-5% -$122K 0.57% 30
2026
Q1 		$1.83M Buy
2,589
+11
+0.4% +$7.62K 0.45% 49
2025
Q4 		$1.48M Sell
2,578
-107
-4% -$59.5K 0.36% 66
2025
Q3 		$1.28M Sell
2,685
-30
-1% -$12.8K 0.31% 90
2025
Q2 		$1.05M Sell
2,715
-40
-1% -$13.3K 0.27% 98
2025
Q1 		$909K Sell
2,755
-47
-2% -$16.7K 0.25% 101
2024
Q4 		$1.02M Sell
2,802
-138
-5% -$53.5K 0.28% 95
2024
Q3 		$1.15M Sell
2,940
-2
-0.1% -$691 0.31% 88
2024
Q2 		$980K Sell
2,942
-33
-1% -$11.4K 0.28% 96
2024
Q1 		$1.09M Sell
2,975
-115
-4% -$36.8K 0.3% 88
2023
Q4 		$914K Sell
3,090
-12
-0.4% -$3.11K 0.3% 97
2023
Q3 		$847K Sell
3,102
-137
-4% -$37.2K 0.31% 98
2023
Q2 		$797K Sell
3,239
-23
-0.7% -$5.13K 0.28% 98
2023
Q1 		$746K Sell
3,262
-74
-2% -$17.9K 0.27% 117
2022
Q4 		$799K Sell
3,336
-50
-1% -$10.9K 0.3% 110
2022
Q3 		$556K Sell
3,386
-1,690
-33% -$309K 0.24% 144
2022
Q2 		$907K Hold
5,076
– – 0.37% 93
2022
Q1 		$1.13M Buy
5,076
+83
+2% +$17.4K 0.4% 73
2021
Q4 		$1.03M Buy
4,993
+127
+3% +$25.6K 0.35% 98
2021
Q3 		$934K Buy
4,866
+20
+0.4% +$4.17K 0.43% 75
2021
Q2 		$1.05M Sell
4,846
-129
-3% -$29.8K 0.47% 61
2021
Q1 		$1.15M Buy
4,975
+4
+0.1% +$828 0.53% 37
2020
Q4 		$905K Buy
+4,971
New +$843K 0.46% 57

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Asset Management's CAT Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Caterpillar (CAT) stake by 5.4% in Q2 2026, selling an estimated $122K and leaving 2,450 shares worth $2.61M. The position accounts for 0.57% of the portfolio, ranked #30.

Legacy Wealth Asset Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Wealth Asset Management held 2,450 shares of Caterpillar worth $2.61M as of Q2 2026.
  • Legacy Wealth Asset Management sold 139 Caterpillar shares in Q2 2026, an estimated $122K.
  • Caterpillar made up 0.57% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #30 holding.
  • Legacy Wealth Asset Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.