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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
Q3 		$1.9M Sell
2,349
-101
-4% -$85.7K 0.42% 59
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's CAT Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Caterpillar (CAT) stake by 4.1% in Q3 2026, selling an estimated $85.7K and leaving 2,349 shares worth $1.9M. The position accounts for 0.42% of the portfolio, ranked #59.

Legacy Wealth Asset Management first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.61M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Legacy Wealth Asset Management held 2,349 shares of Caterpillar worth $1.9M as of Q3 2026.
  • Legacy Wealth Asset Management sold 101 Caterpillar shares in Q3 2026, an estimated $85.7K.
  • Caterpillar made up 0.42% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #59 holding.
  • Legacy Wealth Asset Management first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Caterpillar position peaked at $2.61M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.