Legacy Wealth Advisors, LLC

SEC CIK: 0002111463
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CAT holding history

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

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 467
Value: $497.3K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Legacy Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	467	$497.3K	0.2%	+62+15.3%	Added	Holders
Q1 2026	405	$286.9K	0.1%	+52+14.7%	Added	Holders
Q4 2025	353	$202.2K	0.1%	–	No prior filing	Holders