Caterpillar shares owned by LifeWealth Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LifeWealth Investments
from 13F filings
Historical chart of LifeWealth Investments investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by LifeWealth Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 675 | 477.15 |
| 2025-06-30 | $262k | 674 | 388.21 |
| 2025-03-31 | $217k | 657 | 329.80 |
| 2024-12-31 | $234k | 644 | 362.76 |