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Caterpillar shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $629k 24 26211.96

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Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
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Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
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Ubs Global Asset Management Americas
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Charles Schwab Investment Management

View all funds holding Caterpillar