Caterpillar shares owned by Legacy Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Legacy Wealth Partners
from 13F filings
Historical chart of Legacy Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Legacy Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $1.1M | 5.1k | 217.62 |
| 2021-03-31 | $1.3M | 5.8k | 231.86 |
| 2020-12-31 | $1.2M | 6.6k | 181.96 |
| 2020-09-30 | $783k | 5.3k | 149.06 |
| 2020-03-31 | $395k | 3.4k | 116.18 |
| 2019-12-31 | $376k | 2.7k | 137.48 |