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Legacy Private Trust Co.

SEC CIK
0001352547
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Legacy Private Trust Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
2,800
Value
$2.98M
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of CAT by Legacy Private Trust Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,800$2.98M0.2%+542+24.0%AddedHolders
Q1 20262,258$1.60M0.1%+27+1.2%AddedHolders
Q4 20252,231$1.28M0.1%−15−0.7%ReducedHolders
Q3 20252,246$1.07M0.1%+2,246NewHolders