LI
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LifeWealth Investments’s Caterpillar CAT Stock Holding History

LifeWealth Investments’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 		$296K Sell
278
-31
-10% -$27.2K 0.08% 105
2026
Q1 		$219K Sell
309
-156
-34% -$108K 0.07% 136
2025
Q4 		$266K Hold
465
– – 0.08% 128
2025
Q3 		$222K Buy
+465
New +$199K 0.07% 132
2025
Q1 		– Sell
-644
Closed -$234K – 134
2024
Q4 		$234K Buy
+644
New +$250K 0.15% 132

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LifeWealth Investments's CAT Position: Q2 2026 in Review

LifeWealth Investments reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $27.2K and leaving 278 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #105.

LifeWealth Investments first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • LifeWealth Investments held 278 shares of Caterpillar worth $296K as of Q2 2026.
  • LifeWealth Investments sold 31 Caterpillar shares in Q2 2026, an estimated $27.2K.
  • Caterpillar made up 0.08% of LifeWealth Investments's portfolio in Q2 2026, its #105 holding.
  • LifeWealth Investments first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.