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	Sell	465 -675	-59%	-$375K	0.08%	128
2025 Q3	$544K	Buy	1,140 +466	+69%	+$199K	0.08%	132
2025 Q2	$262K	Buy	674 +17	+3%	+$5.67K	0.04%	206
2025 Q1	$217K	Buy	657 +13	+2%	+$4.63K	0.05%	189
2024 Q4	$234K	Buy	+644	New	+$250K	0.15%	132

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 7 quarters since. The position peaked at $544K in Q3 2025. 1,994 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 7 quarters since.
LifeWealth Investments's Caterpillar position peaked at $544K in Q3 2025.
1,994 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.