Life Planning Partners’s Caterpillar CAT Stock Holding History

Life Planning Partners’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-215	Closed	-$229K	–	70
2026 Q2	$229K	Buy	+215	New	+$189K	0.17%	68

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Life Planning Partners's CAT Position: Q3 2026 in Review

Life Planning Partners sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 215 shares — an estimated $229K sold.

Life Planning Partners first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $229K in Q2 2026. 3,153 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Life Planning Partners reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
Life Planning Partners sold 215 Caterpillar shares in Q3 2026, an estimated $229K.
Life Planning Partners first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
Life Planning Partners's Caterpillar position peaked at $229K in Q2 2026.
3,153 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.