Tanglewood Legacy Advisors’s Caterpillar CAT Stock Holding History

Tanglewood Legacy Advisors’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	$2.63M	Hold	2,470	–	–	0.85%	18
2026 Q1	$1.75M	Hold	2,470	–	–	0.63%	26
2025 Q4	$1.41M	Sell	2,470 -2,055	-45%	-$1.14M	0.53%	34
2025 Q3	$2.16M	Sell	4,525 -160	-3%	-$68.3K	0.83%	18
2025 Q2	$1.82M	Hold	4,685	–	–	0.75%	22
2025 Q1	$1.55M	Hold	4,685	–	–	0.68%	25
2024 Q4	$1.7M	Hold	4,685	–	–	0.73%	22
2024 Q3	$1.83M	Hold	4,685	–	–	0.81%	22
2024 Q2	$1.56M	Sell	4,685 -100	-2%	-$34.7K	0.74%	22
2024 Q1	$1.75M	Hold	4,785	–	–	0.86%	20
2023 Q4	$1.41M	Hold	4,785	–	–	0.77%	20
2023 Q3	$1.31M	Hold	4,785	–	–	0.78%	20
2023 Q2	$1.18M	Hold	4,785	–	–	0.68%	23
2023 Q1	$1.09M	Hold	4,785	–	–	0.7%	23
2022 Q4	$1.15M	Buy	+4,785	New	+$1.04M	0.81%	21

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Tanglewood Legacy Advisors's CAT Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 2,470 shares worth $2.63M. The position accounts for 0.85% of the portfolio, ranked #18.

Tanglewood Legacy Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Tanglewood Legacy Advisors held 2,470 shares of Caterpillar worth $2.63M as of Q2 2026.
Tanglewood Legacy Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.85% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #18 holding.
Tanglewood Legacy Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.