LifeGuide Financial Advisors’s Caterpillar CAT Stock Holding History

LifeGuide Financial 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 Q2	$406K	Buy	+382	New	+$336K	0.12%	34

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

LifeGuide Financial Advisors's CAT Position: Q2 2026 in Review

LifeGuide Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 382 shares worth $406K. The stake represents 0.12% of the portfolio and ranks #34 among its holdings.

736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

LifeGuide Financial Advisors held 382 shares of Caterpillar worth $406K as of Q2 2026.
Caterpillar was a new LifeGuide Financial Advisors position in Q2 2026.
Caterpillar made up 0.12% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #34 holding.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.