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Caterpillar shares owned by Life Planning Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Life Planning Partners from 13F filings

Historical chart of Life Planning Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Life Planning Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 215 1064.90

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Global X Fds 1 3 Mo T Bi Et (CLIP)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Us Vlu (IUSV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Life Planning Partners

Top funds holding Caterpillar

BlackRock
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Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar