Skip to content
Disclosery

Lifeworks Advisors, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifeworks Advisors, LLC on CAT, newest first. How the timeline and the estimate are built.

Lifeworks Advisors, LLC held 10,297 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,297 shares
    Change vs previous 13F +794 shares

    1.15% of the 13F portfolio, value $10,965,186.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,503 shares
    Change vs previous 13F -1,208 shares

    0.86% of the 13F portfolio, value $6,732,177.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,711 shares
    Change vs previous 13F -1,538 shares

    0.79% of the 13F portfolio, value $6,136,207.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,249 shares
    Change vs previous 13F +701 shares

    0.78% of the 13F portfolio, value $5,844,755.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,548 shares
    Change vs previous 13F +923 shares

    0.67% of the 13F portfolio, value $4,483,125.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,625 shares
    Change vs previous 13F +1,245 shares

    0.58% of the 13F portfolio, value $3,504,023.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,380 shares
    Change vs previous 13F +1,120 shares

    0.61% of the 13F portfolio, value $3,402,847.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,260 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,230,672.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).