Caterpillar shares owned by Legacy Trust
Historical chart of Legacy Trust investment in Caterpillar
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All positions including Caterpillar held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $894k | 1.9k | 477.15 |
| 2024-09-30 | $205k | 525 | 391.12 |
| 2023-12-31 | $296k | 1.0k | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $246k | 1.0k | 246.05 |
| 2023-03-31 | $241k | 1.1k | 228.84 |
| 2022-12-31 | $253k | 1.1k | 239.56 |