Caterpillar shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.7k | 477.15 |
| 2025-06-30 | $1.1M | 2.7k | 388.21 |
| 2025-03-31 | $909k | 2.8k | 329.80 |
| 2024-12-31 | $1.0M | 2.8k | 362.76 |
| 2024-06-30 | $980k | 2.9k | 333.10 |
| 2024-03-31 | $1.1M | 3.0k | 366.43 |
| 2023-12-31 | $914k | 3.1k | 295.67 |
| 2023-09-30 | $847k | 3.1k | 273.00 |
| 2023-06-30 | $797k | 3.2k | 246.05 |
| 2023-03-31 | $747k | 3.3k | 228.84 |
| 2022-12-31 | $799k | 3.3k | 239.56 |
| 2022-09-30 | $556k | 3.4k | 164.21 |
| 2022-06-30 | $907k | 5.1k | 178.68 |
| 2022-03-31 | $1.1M | 5.1k | 222.81 |
| 2021-12-31 | $1.0M | 5.0k | 206.69 |
| 2021-09-30 | $934k | 4.9k | 191.94 |
| 2021-06-30 | $1.1M | 4.8k | 217.71 |
| 2021-03-31 | $1.2M | 5.0k | 231.96 |
| 2020-12-31 | $905k | 5.0k | 182.06 |
More positions owned by Legacy Wealth Asset Management
View all positions for Legacy Wealth Asset Management