Legacy CG »

Caterpillar shares owned by Legacy CG

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy CG from 13F filings

Historical chart of Legacy CG investment in Caterpillar

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20254.5M5M5.5M6M6.5M15k15.5k16k
Value ($)Share countHistorical CAT position of Legacy CG Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Legacy CG consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Legacy CG

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.6M 16k 362.76
2024-09-30 $6.4M 16k 391.12
2024-06-30 $5.2M 16k 333.10
2024-03-31 $5.6M 15k 366.43
2023-12-31 $4.4M 15k 295.67

More positions owned by Legacy CG

Principal Exchange Traded Us Mega Cp Etf (USMC)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Pro 2 (AOCT)
First Tr Exchange-traded Buywrit Incm Etf (FTHI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Doubleline Etf Trust Mortgage Etf (DMBS)
Principal Exchange Traded Prin U S Small (PSC)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ea Series Trust Argent Mid Cap (AMID)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)

View all positions for Legacy CG

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Caterpillar