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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Legacy Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $294k | 1.1k | 272.97 |
2023-06-30 | $265k | 1.1k | 246.02 |
2022-12-31 | $205k | 854 | 239.52 |