Back to CAT
Legacy Financial Strategies, LLC → CAT
Legacy Financial Strategies, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $2.1M |
| Q1 2026 | $4.9M |
| Q2 2026 | $7M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 6.2K | — | — |
| Q2 2026 | $7M | 6.6K | — | — |
| Q1 2026 | $4.9M | 6.9K | — | — |
| Q4 2025 | $2.1M | 3.6K | — | — |
| Q3 2025 | $1.6M | 3.4K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B