Caterpillar shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 477.16 |
| 2025-06-30 | $4.5M | 12k | 388.22 |
| 2025-03-31 | $3.5M | 11k | 329.79 |
| 2024-12-31 | $3.4M | 9.4k | 362.78 |
| 2024-09-30 | $3.2M | 8.3k | 391.12 |
| 2024-06-30 | $2.7M | 8.0k | 333.09 |
| 2024-03-31 | $2.5M | 6.8k | 366.45 |
| 2023-12-31 | $1.8M | 6.0k | 295.67 |
| 2023-09-30 | $1.6M | 5.9k | 272.98 |
| 2023-06-30 | $1.5M | 5.9k | 246.04 |
| 2023-03-31 | $1.2M | 5.4k | 228.83 |
| 2022-12-31 | $1.7M | 7.2k | 239.57 |
| 2022-09-30 | $1.5M | 7.1k | 216.46 |
| 2022-06-30 | $1.2M | 6.9k | 178.69 |
| 2022-03-31 | $1.1M | 4.9k | 222.88 |
| 2021-12-31 | $565k | 2.7k | 206.88 |