Caterpillar shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.7k | 477.16 |
| 2025-06-30 | $869k | 2.2k | 388.22 |
| 2025-03-31 | $711k | 2.2k | 329.81 |
| 2024-12-31 | $782k | 2.2k | 362.77 |
| 2024-09-30 | $795k | 2.0k | 391.13 |
| 2024-06-30 | $661k | 2.0k | 333.16 |
| 2024-03-31 | $731k | 2.0k | 366.49 |
| 2023-12-31 | $548k | 1.9k | 295.73 |
| 2023-09-30 | $467k | 1.7k | 273.06 |
| 2023-06-30 | $361k | 1.5k | 246.11 |
| 2023-03-31 | $288k | 1.3k | 228.96 |
| 2022-12-31 | $302k | 1.3k | 239.49 |
| 2022-03-31 | $219k | 985 | 222.34 |
| 2021-12-31 | $201k | 974 | 206.37 |
| 2019-03-31 | $95k | 698 | 136.10 |
| 2018-12-31 | $61k | 481 | 126.82 |
| 2018-09-30 | $29k | 196 | 147.96 |
| 2018-06-30 | $28k | 196 | 142.86 |
| 2018-03-31 | $24k | 165 | 145.45 |
| 2017-12-31 | $294k | 1.9k | 157.56 |