Caterpillar shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Caterpillar
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All positions including Caterpillar held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $407k | 1.1k | 376.16 |
| 2024-06-30 | $359k | 1.1k | 333.06 |
| 2024-03-31 | $396k | 1.1k | 366.39 |
| 2023-09-30 | $294k | 1.1k | 272.97 |
| 2023-06-30 | $265k | 1.1k | 246.02 |
| 2022-12-31 | $205k | 854 | 239.52 |