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Legacy CG, LLC

SEC CIK
0001904825
Latest filing
Jul 22, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Legacy CG, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of CAT by Legacy CG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−15,871−100.0%Sold outHolders
Q1 202515,871$5.23M1.7%+417+2.7%AddedHolders
Q4 202415,454$5.61M1.7%−890−5.4%ReducedHolders
Q3 202416,344$6.39M2.1%+755+4.8%AddedHolders
Q2 202415,589$5.19M1.8%+300+2.0%AddedHolders
Q1 202415,289$5.60M2.0%+475+3.2%AddedHolders
Q4 202314,814$4.38M1.7%+14,814NewHolders