Caterpillar shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $266k | 250 | 1064.90 |
| 2024-12-31 | $386k | 1.1k | 362.76 |
| 2024-09-30 | $416k | 1.1k | 391.12 |
| 2024-06-30 | $354k | 1.1k | 333.10 |
| 2024-03-31 | $390k | 1.1k | 366.43 |
| 2023-12-31 | $320k | 1.1k | 295.67 |