SEC 13F Intelligence

Williamson Legacy Group, LLC / CAT

Williamson Legacy Group, LLC’s Caterpillar Inc Position

Does Williamson Legacy Group, LLC own Caterpillar Inc (CAT)? Yes1.9K shares worth $1M (+1.02% of its 13F portfolio) as of Q1 2026, up from 1.0K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
1.9K
% of Portfolio
+1.02%
Quarters Held
2
currently held

Position History CAT

Reported value by quarter
Q4 ’25: $575,734Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.9K$1M+1.02%
Q4 20251.0K$575,734+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Williamson Legacy Group, LLC’s full portfolio or all institutional holders of CAT.