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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

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

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Quarterly reported holdings in Caterpillar by Legacy CG

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 15k 366.43
2023-12-31 $4.4M 15k 295.67

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View all positions for Legacy CG

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
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Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar