Legacy Bridge, LLC’s Caterpillar Inc Position
Does Legacy Bridge, LLC own Caterpillar Inc (CAT)? Yes — 7.7K shares worth $5M (+2.07% of its 13F portfolio) as of Q1 2026, up from 7.4K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
7.7K
% of Portfolio
+2.07%
Quarters Held
30
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.7K | $5M | +2.07% |
| Q4 2025 | 7.4K | $4M | +1.71% |
| Q3 2025 | 7.2K | $3M | +1.43% |
| Q2 2025 | 7.3K | $3M | +1.34% |
| Q1 2025 | 7.0K | $2M | +1.28% |
| Q4 2024 | 7.1K | $3M | +1.35% |
| Q3 2024 | 7.1K | $3M | +1.51% |
| Q2 2024 | 7.1K | $2M | +1.40% |
| Q1 2024 | 7.1K | $3M | +1.53% |
| Q4 2023 | 7.1K | $2M | +1.37% |
| Q3 2023 | 7.1K | $2M | +1.39% |
| Q2 2023 | 7.0K | $2M | +1.15% |
| Q1 2023 | 6.7K | $2M | +1.08% |
| Q4 2022 | 6.7K | $2M | +1.15% |
| Q3 2022 | 6.7K | $1M | +0.87% |
| Q2 2022 | 6.7K | $1M | +0.88% |
| Q1 2022 | 6.7K | $1M | +0.87% |
| Q4 2021 | 6.7K | $1M | +0.72% |
| Q3 2021 | 6.6K | $1M | +0.73% |
| Q2 2021 | 6.5K | $1M | +0.80% |
| Q1 2021 | 6.4K | $1M | +0.97% |
| Q4 2020 | 5.7K | $1M | +0.75% |
| Q3 2020 | 4.5K | $665,000 | +0.61% |
| Q2 2020 | 4.3K | $548,000 | +0.60% |
| Q1 2020 | 4.3K | $504,000 | +0.63% |
| Q4 2019 | 5.1K | $747,000 | +0.62% |
| Q3 2019 | 4.8K | $604,000 | +0.58% |
| Q2 2019 | 5.1K | $692,000 | +0.67% |
| Q1 2019 | 5.1K | $688,000 | +0.71% |
| Q4 2018 | 5.0K | $632,000 | +0.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Bridge, LLC’s full portfolio or all institutional holders of CAT.