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Caterpillar shares owned by Lifelong Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lifelong Wealth Advisors from 13F filings

Historical chart of Lifelong Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 604 477.23
2025-06-30 $234k 604 388.03
2024-12-31 $210k 579 362.68

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Ishares Tr U.s. Tech Etf (IYW)
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Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar