A detailed history of Lifeworks Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,260 shares of CAT stock, worth $3.1 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
8,260
Previous 7,998 3.28%
Holding current value
$3.1 Million
Previous $2.66 Million 21.25%
% of portfolio
0.65%
Previous 0.76%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$316.8 - $391.12 $83,001 - $102,473
262 Added 3.28%
8,260 $3.23 Million
Q2 2024

Aug 13, 2024

BUY
$321.47 - $379.3 $400,230 - $472,228
1,245 Added 18.44%
7,998 $2.66 Million
Q1 2024

May 10, 2024

BUY
$278.63 - $366.43 $205,907 - $270,791
739 Added 12.29%
6,753 $2.47 Million
Q4 2023

Feb 12, 2024

BUY
$226.05 - $298.12 $28,708 - $37,861
127 Added 2.16%
6,014 $1.78 Million
Q3 2023

Nov 01, 2023

SELL
$240.58 - $288.65 $3,127 - $3,752
-13 Reduced 0.22%
5,887 $1.61 Million
Q2 2023

Aug 02, 2023

BUY
$205.75 - $247.67 $106,372 - $128,045
517 Added 9.6%
5,900 $1.45 Million
Q1 2023

May 15, 2023

SELL
$215.01 - $264.54 $389,383 - $479,081
-1,811 Reduced 25.17%
5,383 $1.23 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $23,116 - $32,823
135 Added 1.91%
7,194 $1.72 Million
Q3 2022

Nov 14, 2022

BUY
$162.44 - $198.25 $32,163 - $39,253
198 Added 2.89%
7,059 $1.53 Million
Q2 2022

Aug 12, 2022

BUY
$178.67 - $235.08 $348,049 - $457,935
1,948 Added 39.65%
6,861 $1.23 Million
Q1 2022

May 16, 2022

BUY
$182.83 - $229.87 $398,935 - $501,576
2,182 Added 79.9%
4,913 $1.1 Million
Q4 2021

Feb 15, 2022

BUY
$188.94 - $214.25 $515,995 - $585,116
2,731 New
2,731 $565,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $198B
  • 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...
More about CAT
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