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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

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Quarterly reported holdings in Caterpillar by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
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

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar