Caterpillar shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $898k | 843 | 1064.90 |
| 2019-12-31 | $207k | 1.4k | 147.68 |
More positions owned by Legacy Wealth Management, LLC / MS
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