Caterpillar shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Legacy Edge 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 Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $930k | 873 | 1064.90 |
| 2026-03-31 | $638k | 901 | 708.46 |
| 2025-12-31 | $526k | 918 | 572.87 |
| 2025-09-30 | $447k | 937 | 477.15 |
| 2025-06-30 | $309k | 797 | 388.21 |
| 2025-03-31 | $265k | 804 | 329.80 |
| 2024-12-31 | $251k | 692 | 363.01 |
| 2024-09-30 | $275k | 703 | 391.12 |
| 2024-06-30 | $242k | 725 | 333.10 |
| 2024-03-31 | $239k | 653 | 366.43 |