LCM
CAT icon

Legato Capital Management’s Caterpillar CAT Stock Holding History

Legato Capital 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 		$1.21M Buy
1,136
+272
+31% +$239K 0.1% 299
2026
Q1 		$612K Sell
864
-70
-7% -$48.5K 0.06% 484
2025
Q4 		$535K Buy
+934
New +$519K 0.05% 524

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

Legato Capital Management's CAT Position: Q2 2026 in Review

Legato Capital Management increased its Caterpillar (CAT) stake by 31% in Q2 2026, buying an estimated $239K and bringing the position to 1,136 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #299.

Legato Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Legato Capital Management held 1,136 shares of Caterpillar worth $1.21M as of Q2 2026.
  • Legato Capital Management bought 272 Caterpillar shares in Q2 2026, an estimated $239K.
  • Caterpillar made up 0.1% of Legato Capital Management's portfolio in Q2 2026, its #299 holding.
  • Legato Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.