LWA
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LifeGoal Wealth Advisors’s Caterpillar CAT Stock Holding History

LifeGoal Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$696K Buy
858
+216
+34% +$183K 0.21% 63
2026
Q2 		$684K Buy
642
+64
+11% +$56.2K 0.31% 45
2026
Q1 		$422K Buy
578
+1
+0.2% +$693 0.24% 60
2025
Q4 		$331K Buy
+577
New +$321K 0.22% 57

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LifeGoal Wealth Advisors's CAT Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Caterpillar (CAT) stake by 34% in Q3 2026, buying an estimated $183K and bringing the position to 858 shares worth $696K. The position accounts for 0.21% of the portfolio, ranked #63.

LifeGoal Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • LifeGoal Wealth Advisors held 858 shares of Caterpillar worth $696K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 216 Caterpillar shares in Q3 2026, an estimated $183K.
  • Caterpillar made up 0.21% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • LifeGoal Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.