Caterpillar shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.4k | 477.14 |
| 2025-06-30 | $1.3M | 3.4k | 388.19 |
| 2025-03-31 | $1.3M | 3.9k | 329.77 |
| 2024-12-31 | $3.8M | 11k | 359.78 |
| 2024-09-30 | $4.2M | 11k | 391.12 |
| 2024-06-30 | $3.5M | 11k | 330.61 |
| 2024-03-31 | $3.5M | 9.7k | 366.43 |
| 2023-12-31 | $2.9M | 9.8k | 295.67 |
| 2023-09-30 | $2.3M | 9.7k | 234.82 |
| 2023-06-30 | $2.3M | 9.4k | 246.05 |
| 2020-12-31 | $1.5M | 8.1k | 182.03 |
| 2020-09-30 | $1.2M | 8.1k | 149.10 |
More positions owned by Legacy Financial Strategies
View all positions for Legacy Financial Strategies