Caterpillar shares owned by Family Legacy
Historical chart of Family Legacy investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Family Legacy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 18k | 366.43 |
| 2023-12-31 | $5.7M | 19k | 295.67 |
| 2023-09-30 | $5.3M | 19k | 273.00 |
| 2023-06-30 | $4.8M | 19k | 246.05 |
| 2023-03-31 | $4.5M | 20k | 228.84 |
| 2022-12-31 | $4.9M | 19k | 258.44 |
| 2022-09-30 | $3.1M | 19k | 164.09 |
| 2022-06-30 | $3.3M | 19k | 174.49 |
| 2022-03-31 | $4.2M | 19k | 222.84 |
| 2021-12-31 | $4.2M | 19k | 219.93 |
| 2021-09-30 | $3.3M | 17k | 195.18 |
| 2021-06-30 | $3.5M | 17k | 209.16 |
| 2021-03-31 | $3.9M | 17k | 231.86 |
| 2020-12-31 | $2.8M | 15k | 182.04 |
| 2020-09-30 | $2.3M | 16k | 149.12 |
| 2020-06-30 | $1.9M | 15k | 126.50 |
| 2020-03-31 | $1.8M | 15k | 116.01 |
| 2019-12-31 | $2.3M | 15k | 147.66 |
| 2019-09-30 | $2.1M | 14k | 147.00 |
| 2019-06-30 | $1.6M | 12k | 136.31 |
| 2019-03-31 | $1.7M | 12k | 139.85 |
| 2018-12-31 | $1.5M | 12k | 127.10 |
| 2018-09-30 | $1.7M | 11k | 152.46 |
| 2018-06-30 | $1.4M | 10k | 135.63 |
| 2018-03-31 | $1.4M | 9.6k | 147.40 |
| 2017-12-31 | $1.5M | 9.5k | 157.63 |
| 2017-09-30 | $748k | 6.0k | 124.67 |
| 2017-06-30 | $1.0M | 9.6k | 107.49 |
| 2017-03-31 | $894k | 9.6k | 92.81 |