Lifeworks Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1882132 GRAND RAPIDS, MI

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,965,275

+$4,232,780 QoQ

Shares Held

10,297

+8.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#808

of 4,045 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $27,354,906 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	10,297	$10,965,275
2	PCAR	Paccar Inc	73,898	$8,876,627
3	DE	Deere & Co	11,844	$7,513,004

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,965,275	10,297	+8.4%	Shares	Sole	2026-08-14
2026-03-31	$6,732,495	9,503	-11.3%	Shares	Sole	2026-05-04
2025-12-31	$6,136,010	10,711	-12.6%	Shares	Sole	2026-02-13
2025-09-30	$5,844,610	12,249	+6.1%	Shares	Sole	2025-11-12
2025-06-30	$4,483,049	11,548	+8.7%	Shares	Sole	2025-08-05
2025-03-31	$3,504,125	10,625	+13.3%	Shares	Sole	2025-05-06
2024-12-31	$3,402,688	9,380	+13.6%	Shares	Sole	2025-02-07
2024-09-30	$3,230,651	8,260	+3.3%	Shares	Sole	2024-11-06
2024-06-30	$2,664,133	7,998	+18.4%	Shares	Sole	2024-08-13
2024-03-31	$2,474,501	6,753	+12.3%	Shares	Sole	2024-05-10
2023-12-31	$1,778,159	6,014	+2.2%	Shares	Sole	2024-02-12
2023-09-30	$1,607,151	5,887	-0.2%	Shares	Sole	2023-11-01
2023-06-30	$1,451,695	5,900	+9.6%	Shares	Sole	2023-08-02
2023-03-31	$1,231,845	5,383	-25.2%	Shares	Sole	2023-05-15
2022-12-31	$1,723,394	7,194	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$1,158,240	7,059	+2.9%	Shares	Sole	2022-11-14
2022-06-30	$1,226,472	6,861	+39.6%	Shares	Sole	2022-08-12
2022-03-31	$1,094,714	4,913	+79.9%	Shares	Sole	2022-05-16
2021-12-31	$564,606	2,731	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.