Ownership history in Legacy Bridge, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Legacy Bridge, LLC outperformed the S&P 500 by +11.3% annually on this CAT position. Timing score: 45% (9/20 decisions correct). Average cost basis: $154.98. Maximum drawdown during holding period: β26.9%.
π₯ Exceptional β beat the S&P 500 by 11.3% per year on this position.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $108.82 (2018 Q4) Β· Worst: $571.53 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 5 trims. Bought during 2 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Legacy Bridge, LLC has been actively increasing its CAT allocation β a bullish signal from insiders.
Currently 1.71% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size