SEC 13F Intelligence

Lifeplan Financial, LLC / CAT

Lifeplan Financial, LLC’s Caterpillar Inc Position

Does Lifeplan Financial, LLC own Caterpillar Inc (CAT)? Yes — 2.0K shares worth $1M (+1.05% of its 13F portfolio) as of Q1 2026, down from 2.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
2.0K
% of Portfolio
+1.05%
Quarters Held
5
currently held

Position History CAT

Reported value by quarter
Q1 ’25: $289,894Q1 ’25Q2 ’25: $338,907Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.0K$1M+1.05%
Q4 20252.1K$1M+0.91%
Q3 20252.2K$1M+0.82%
Q2 2025873$338,907+0.28%
Q1 2025879$289,894+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of CAT.