Caterpillar shares owned by Legacy Capital Group California
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Capital Group California
from 13F filings
Historical chart of Legacy Capital Group California investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Capital Group California
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 5.3k | 391.12 |
| 2024-06-30 | $1.8M | 5.4k | 333.10 |
| 2024-03-31 | $2.0M | 5.5k | 366.43 |
| 2023-12-31 | $1.1M | 3.7k | 295.67 |
| 2023-09-30 | $1.0M | 3.7k | 273.00 |
| 2023-06-30 | $904k | 3.7k | 246.05 |
| 2023-03-31 | $818k | 3.6k | 228.84 |
More positions owned by Legacy Capital Group California
View all positions for Legacy Capital Group California