LWA
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Lifelong Wealth Advisors’s Caterpillar CAT Stock Holding History

Lifelong 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
Q2 		$617K Sell
579
-56
-9% -$49.2K 0.15% 53
2026
Q1 		$450K Buy
635
+1
+0.2% +$693 0.12% 58
2025
Q4 		$363K Buy
634
+30
+5% +$16.7K 0.1% 65
2025
Q3 		$288K Hold
604
– – 0.09% 68
2025
Q2 		$234K Buy
+604
New +$201K 0.08% 75
2025
Q1 		– Sell
-579
Closed -$210K – 69
2024
Q4 		$210K Buy
+579
New +$225K 0.09% 65

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Lifelong Wealth Advisors's CAT Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Caterpillar (CAT) stake by 8.8% in Q2 2026, selling an estimated $49.2K and leaving 579 shares worth $617K. The position accounts for 0.15% of the portfolio, ranked #53.

Lifelong Wealth Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Lifelong Wealth Advisors held 579 shares of Caterpillar worth $617K as of Q2 2026.
  • Lifelong Wealth Advisors sold 56 Caterpillar shares in Q2 2026, an estimated $49.2K.
  • Caterpillar made up 0.15% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Lifelong Wealth Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.