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Family Legacy, Inc. → CAT

Family Legacy, Inc. CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$11.2M
Q3 2026
Peak value
$14.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.7M
Q4 2025$9M
Q1 2026$10.2M
Q2 2026$14.9M
Q3 2026$11.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.2M13.8K——
Q2 2026$14.9M14.0K——
Q1 2026$10.2M14.4K——
Q4 2025$9M15.7K——
Q3 2025$7.7M16.2K——

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