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 |
|---|---|---|---|
| 2025-06-30 | $448k | 1.2k | 388.35 |
| 2025-03-31 | $390k | 1.2k | 329.69 |
| 2024-12-31 | $429M | 1.2k | 362695.43 |
| 2024-06-30 | $236k | 707 | 333.10 |
| 2024-03-31 | $259k | 707 | 366.24 |
| 2023-09-30 | $261M | 956 | 272909.00 |