Caterpillar shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 953 | 477.29 |
| 2025-03-31 | $1.1M | 3.4k | 329.80 |
| 2024-12-31 | $1.1M | 3.1k | 362.76 |
| 2024-09-30 | $1.2M | 3.1k | 391.12 |
| 2024-06-30 | $902k | 2.7k | 333.10 |
| 2024-03-31 | $1.6M | 4.4k | 366.43 |
| 2023-12-31 | $1.7M | 5.6k | 295.67 |
| 2023-09-30 | $1.3M | 4.8k | 273.00 |
| 2023-06-30 | $460k | 1.9k | 246.05 |
| 2023-03-31 | $413k | 1.8k | 228.84 |
| 2022-12-31 | $416k | 1.7k | 239.56 |
| 2022-09-30 | $238k | 1.4k | 164.25 |
| 2019-12-31 | $384k | 2.6k | 147.86 |
| 2019-06-30 | $47k | 345 | 136.23 |
| 2019-03-31 | $47k | 345 | 136.23 |
| 2018-09-30 | $53k | 345 | 153.62 |
| 2018-06-30 | $47k | 345 | 136.23 |
| 2018-03-31 | $52k | 345 | 150.72 |
| 2017-12-31 | $54k | 345 | 156.52 |
| 2017-09-30 | $37k | 345 | 107.25 |
| 2017-06-30 | $37k | 345 | 107.25 |
| 2017-03-31 | $32k | 345 | 92.75 |
| 2016-12-31 | $31k | 345 | 89.86 |