Lifelong Wealth Advisors, Inc. Caterpillar Inc Transaction History
Lifelong Wealth Advisors, Inc.
- $336 Billion
- Q3 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 604 shares of CAT stock, worth $333,438. This represents 0.09% of its overall portfolio holdings.
Number of Shares
604
Previous 604
-0.0%
Holding current value
$333,438
Previous $234 Million
22.99%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,620Shares Held
338MCall Options Held
7.41MPut Options Held
7.35M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $291B
- Description
- Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...