A detailed history of Legacy Financial Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 1,077 shares of CAT stock, worth $424,284. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,077
Previous 1,081 0.37%
Holding current value
$424,284
Previous $396 Million 9.43%
% of portfolio
0.14%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $1,285 - $1,517
-4 Reduced 0.37%
1,077 $359 Million
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $278 - $366
1 Added 0.09%
1,081 $396 Million
Q4 2023

Feb 13, 2024

BUY
$226.05 - $298.12 $452 - $596
2 Added 0.19%
1,080 $319 Million
Q2 2023

Aug 07, 2023

BUY
$205.75 - $247.67 $221,798 - $266,988
1,078 New
1,078 $265 Million
Q4 2022

Feb 15, 2023

BUY
$171.23 - $243.14 $146,230 - $207,641
854 New
854 $205 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $208B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Legacy Financial Group, Inc. Portfolio

Follow Legacy Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.