Caterpillar shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.5k | 477.12 |
| 2025-06-30 | $1.8M | 4.7k | 388.19 |
| 2025-03-31 | $1.5M | 4.7k | 329.78 |
| 2024-12-31 | $1.7M | 4.7k | 362.74 |
| 2024-09-30 | $1.8M | 4.7k | 391.10 |
| 2024-06-30 | $1.6M | 4.7k | 333.08 |
| 2024-03-31 | $1.8M | 4.8k | 366.41 |
| 2023-12-31 | $1.4M | 4.8k | 295.65 |
| 2023-09-30 | $1.3M | 4.8k | 272.98 |
| 2023-06-30 | $1.2M | 4.8k | 246.04 |
| 2023-03-31 | $1.1M | 4.8k | 228.83 |
| 2022-12-31 | $1.1M | 4.8k | 239.55 |
More positions owned by Tanglewood Legacy Advisors
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