Caterpillar shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 59 | 477.15 |
| 2025-06-30 | $23k | 59 | 388.22 |
| 2025-03-31 | $20k | 59 | 329.81 |
| 2024-12-31 | $22k | 59 | 363.88 |