Caterpillar shares owned by Trinity Legacy Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trinity Legacy Partners
from 13F filings
Historical chart of Trinity Legacy Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Trinity Legacy Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 17k | 366.43 |
| 2023-12-31 | $5.4M | 18k | 295.67 |
| 2023-09-30 | $5.1M | 19k | 273.00 |
| 2023-06-30 | $5.3M | 21k | 246.05 |
| 2023-03-31 | $4.9M | 22k | 228.84 |
| 2022-12-31 | $5.1M | 21k | 239.55 |
| 2022-09-30 | $3.3M | 20k | 164.10 |
| 2022-06-30 | $3.7M | 21k | 175.00 |
| 2022-03-31 | $4.8M | 21k | 222.82 |
| 2021-12-31 | $407k | 2.0k | 206.81 |
| 2019-03-31 | $3.2M | 24k | 135.51 |
| 2018-12-31 | $1.6M | 13k | 127.10 |