Caterpillar shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.2k | 477.15 |
| 2016-12-31 | $290k | 3.1k | 92.65 |
| 2016-09-30 | $277k | 3.1k | 88.78 |
| 2016-06-30 | $238k | 3.1k | 75.75 |
| 2016-03-31 | $319k | 4.2k | 76.50 |