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Legacy Wealth Management (Mississippi)’s Caterpillar CAT Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$898K Buy
+843
New +$741K 0.23% 55
2020
Q1 		– Sell
-1,400
Closed -$207K – 98
2019
Q4 		$207K Buy
+1,400
New +$195K 0.18% 100

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s CAT Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) opened a new position in Caterpillar (CAT) in Q2 2026: 843 shares worth $898K. The stake represents 0.23% of the portfolio and ranks #55 among its holdings. This is a return to the name: Legacy Wealth Management (Mississippi) previously reported a position in CAT as recently as Q4 2019.

Legacy Wealth Management (Mississippi) first reported a position in CAT in Q4 2019 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 843 shares of Caterpillar worth $898K as of Q2 2026.
  • Caterpillar was a new Legacy Wealth Management (Mississippi) position in Q2 2026.
  • Caterpillar made up 0.23% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #55 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Caterpillar in Q4 2019 and has held it in 2 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.