SLP
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Storen Legacy Partners’s Caterpillar CAT Stock Holding History

Storen Legacy Partners’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 		$569K Buy
534
+93
+21% +$81.7K 0.16% 66
2026
Q1 		$313K Hold
441
– – 0.1% 78
2025
Q4 		$253K Buy
+441
New +$245K 0.08% 65

Other funds holding CAT

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State Street
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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

Storen Legacy Partners's CAT Position: Q2 2026 in Review

Storen Legacy Partners increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $81.7K and bringing the position to 534 shares worth $569K. The position accounts for 0.16% of the portfolio, ranked #66.

Storen Legacy Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Storen Legacy Partners held 534 shares of Caterpillar worth $569K as of Q2 2026.
  • Storen Legacy Partners bought 93 Caterpillar shares in Q2 2026, an estimated $81.7K.
  • Caterpillar made up 0.16% of Storen Legacy Partners's portfolio in Q2 2026, its #66 holding.
  • Storen Legacy Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.