Caterpillar shares owned by LifePlan Financial
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Caterpillar
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All positions including Caterpillar held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 477.15 |
| 2025-06-30 | $339k | 873 | 388.21 |
| 2025-03-31 | $290k | 879 | 329.80 |