Caterpillar shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Caterpillar
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All positions including Caterpillar held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $731k | 2.0k | 366.49 |
2023-12-31 | $548k | 1.9k | 295.73 |
2023-09-30 | $467k | 1.7k | 273.06 |
2023-06-30 | $361k | 1.5k | 246.11 |
2023-03-31 | $288k | 1.3k | 228.96 |
2022-12-31 | $302k | 1.3k | 239.49 |
2022-03-31 | $219k | 985 | 222.34 |
2021-12-31 | $201k | 974 | 206.37 |
2019-03-31 | $95k | 698 | 136.10 |
2018-12-31 | $61k | 481 | 126.82 |
2018-09-30 | $29k | 196 | 147.96 |
2018-06-30 | $28k | 196 | 142.86 |
2018-03-31 | $24k | 165 | 145.45 |
2017-12-31 | $294k | 1.9k | 157.56 |