Caterpillar shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 1.7k | 477.15 |
| 2025-06-30 | $677k | 1.7k | 388.21 |
| 2025-03-31 | $572k | 1.7k | 329.80 |
| 2024-12-31 | $645k | 1.8k | 362.76 |
| 2024-09-30 | $696k | 1.8k | 391.12 |
| 2024-06-30 | $593k | 1.8k | 333.10 |
| 2024-03-31 | $652k | 1.8k | 366.43 |
| 2023-12-31 | $520k | 1.8k | 295.67 |
| 2023-09-30 | $480k | 1.8k | 273.00 |
| 2023-06-30 | $433k | 1.8k | 246.05 |
| 2023-03-31 | $385k | 1.7k | 228.84 |
| 2022-12-31 | $425k | 1.8k | 239.56 |
| 2022-09-30 | $275k | 1.7k | 164.28 |
| 2022-06-30 | $299k | 1.7k | 178.61 |
| 2022-03-31 | $373k | 1.7k | 222.82 |
| 2021-12-31 | $327k | 1.6k | 206.44 |
| 2021-09-30 | $290k | 1.5k | 191.80 |
| 2021-06-30 | $329k | 1.5k | 217.59 |
| 2021-03-31 | $344k | 1.5k | 231.81 |
| 2020-12-31 | $281k | 1.5k | 182.11 |
| 2020-09-30 | $221k | 1.5k | 148.92 |
| 2019-12-31 | $219k | 1.5k | 147.57 |