A detailed history of Life Plan Financial, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Life Plan Financial, LLC holds 2,171 shares of CAT stock, worth $1.2 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
2,171
Previous 873 148.68%
Holding current value
$1.2 Million
Previous $339 Million 205.66%
% of portfolio
0.82%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$390.92 - $477.15 $507,414 - $619,340
1,298 Added 148.68%
2,171 $1.04 Billion
Q2 2025

Jul 09, 2025

SELL
$273.94 - $388.21 $1,643 - $2,329
-6 Reduced 0.68%
873 $339 Million
Q1 2025

Apr 25, 2025

BUY
$326.75 - $407.63 $287,213 - $358,306
879 New
879 $290 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $291B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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