Ownership history in Legacy Bridge, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Legacy Bridge, LLC reported a position in CATERPILLAR INC DEL (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,365 | +163 | +2.3% | 1.71% | $4.2M | $571.53 |
| 2025 Q3 | REDUCED | 7,202 | -70 | -1.0% | 1.43% | $3.4M | $474.67 |
| 2025 Q2 | ADDED | 7,272 | +300 | +4.3% | 1.34% | $2.8M | $384.78 |
| 2025 Q1 | REDUCED | 6,972 | -176 | -2.5% | 1.28% | $2.3M | $325.32 |
| 2024 Q4 | UNCHANGED | 7,148 | — | 0% | 1.35% | $2.6M | $356.53 |
| 2024 Q3 | ADDED | 7,148 | +12 | +0.2% | 1.51% | $2.8M | $383.03 |
| 2024 Q2 | UNCHANGED | 7,136 | — | 0% | 1.40% | $2.4M | $324.88 |
| 2024 Q1 | ADDED | 7,136 | +6 | +0.1% | 1.53% | $2.6M | $356.09 |
| 2023 Q4 | UNCHANGED | 7,130 | — | 0% | 1.37% | $2.1M | $286.00 |
| 2023 Q3 | ADDED | 7,130 | +150 | +2.1% | 1.39% | $1.9M | $262.72 |
As of 2025 Q4 — sorted by position size