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Lifeworks Advisors’s Caterpillar CAT Stock Holding History

Lifeworks 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 		$11M Buy
10,297
+794
+8% +$698K 1.15% 24
2026
Q1 		$6.73M Sell
9,503
-1,208
-11% -$837K 0.86% 33
2025
Q4 		$6.14M Sell
10,711
-1,538
-13% -$855K 0.79% 34
2025
Q3 		$5.84M Buy
12,249
+701
+6% +$299K 0.78% 36
2025
Q2 		$4.48M Buy
11,548
+923
+9% +$308K 0.67% 45
2025
Q1 		$3.5M Buy
10,625
+1,245
+13% +$443K 0.58% 45
2024
Q4 		$3.4M Buy
9,380
+1,120
+14% +$434K 0.61% 50
2024
Q3 		$3.23M Buy
8,260
+262
+3% +$90.5K 0.64% 47
2024
Q2 		$2.66M Buy
7,998
+1,245
+18% +$432K 0.74% 38
2024
Q1 		$2.47M Buy
6,753
+739
+12% +$236K 0.69% 42
2023
Q4 		$1.78M Buy
6,014
+127
+2% +$32.9K 0.61% 51
2023
Q3 		$1.61M Sell
5,887
-13
-0.2% -$3.53K 0.63% 48
2023
Q2 		$1.45M Buy
5,900
+517
+10% +$115K 0.62% 51
2023
Q1 		$1.23M Sell
5,383
-1,811
-25% -$438K 0.58% 58
2022
Q4 		$1.72M Buy
7,194
+135
+2% +$29.4K 0.97% 31
2022
Q3 		$1.53M Buy
7,059
+198
+3% +$36.2K 0.87% 38
2022
Q2 		$1.23M Buy
6,861
+1,948
+40% +$411K 0.78% 37
2022
Q1 		$1.09M Buy
4,913
+2,182
+80% +$458K 0.72% 44
2021
Q4 		$565K Buy
+2,731
New +$550K 0.45% 67

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

Lifeworks Advisors's CAT Position: Q2 2026 in Review

Lifeworks Advisors increased its Caterpillar (CAT) stake by 8.4% in Q2 2026, buying an estimated $698K and bringing the position to 10,297 shares worth $11M. The position accounts for 1.15% of the portfolio, ranked #24.

Lifeworks Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Lifeworks Advisors held 10,297 shares of Caterpillar worth $11M as of Q2 2026.
  • Lifeworks Advisors bought 794 Caterpillar shares in Q2 2026, an estimated $698K.
  • Caterpillar made up 1.15% of Lifeworks Advisors's portfolio in Q2 2026, its #24 holding.
  • Lifeworks Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.